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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B 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, 282 increasing their positions, 257 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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
CA
701
Crewe Advisors
Utah
$8.01K
CTC
702
Central Trust Company
Missouri
$7.83K
AEPWM
703
Atlantic Edge Private Wealth Management
Florida
$7.21K
IRC
704
Investors Research Corp
Georgia
$6.49K
DCM
705
Davis Capital Management
Florida
$4.98K
CAIM
706
Catherine Avery Investment Management
Florida
$4.89K
DSC
707
Duncker Streett & Co
Missouri
$4.45K
TC
708
Truvestments Capital
Florida
$4.36K
ETC
709
Exchange Traded Concepts
Oklahoma
$4.09K
IWM
710
IMG Wealth Management
Florida
$3.65K
WP
711
WealthShield Partners
North Carolina
$3.37K
HFS
712
Horizon Financial Services
North Carolina
$2.31K
VanEck Associates
713
VanEck Associates
New York
$2K
CTA
714
Colonial Trust Advisors
South Carolina
$1.54K
CPG
715
Cornerstone Planning Group
New Jersey
$541
WOC
716
West Oak Capital
California
$116
SNWA
717
Siligmueller & Norvid Wealth Advisors
Illinois
PP
718
Prudential plc
United Kingdom
MHS
719
M Holdings Securities
Oregon
IWP
720
Invenio Wealth Partners
Florida
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
FPCP
722
Fort Point Capital Partners
California
FAIM
723
Financial Advocates Investment Management
Washington
SXL
724
Summit X LLC
Missouri
EGM
725
Engineers Gate Manager
New York