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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
Salem Investment Counselors
North Carolina
$11.1K
JGCM
702
Joseph Group Capital Management
Ohio
$10.3K
Bessemer Group
703
Bessemer Group
New Jersey
$10K
FP
704
Financial Perspectives
Minnesota
$9.25K
CA
705
Crewe Advisors
Utah
$8.01K
CTC
706
Central Trust Company
Missouri
$7.83K
AEPWM
707
Atlantic Edge Private Wealth Management
Florida
$7.21K
IRC
708
Investors Research Corp
Georgia
$6.49K
DCM
709
Davis Capital Management
Florida
$4.98K
CAIM
710
Catherine Avery Investment Management
Florida
$4.89K
DSC
711
Duncker Streett & Co
Missouri
$4.45K
TC
712
Truvestments Capital
Florida
$4.36K
ETC
713
Exchange Traded Concepts
Oklahoma
$4.09K
IWM
714
IMG Wealth Management
Florida
$3.65K
WP
715
WealthShield Partners
North Carolina
$3.37K
HFS
716
Horizon Financial Services
North Carolina
$2.31K
VanEck Associates
717
VanEck Associates
New York
$2K
CTA
718
Colonial Trust Advisors
South Carolina
$1.54K
CPG
719
Cornerstone Planning Group
New Jersey
$541
WOC
720
West Oak Capital
California
$116
SNWA
721
Siligmueller & Norvid Wealth Advisors
Illinois
PP
722
Prudential plc
United Kingdom
MHS
723
M Holdings Securities
Oregon
IWP
724
Invenio Wealth Partners
Florida
PFGIA
725
Patriot Financial Group Insurance Agency
Massachusetts