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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Advisornet Financial
Minnesota
$61.7K
KG
702
Kilter Group
New York
$53.6K
NWM
703
Nova Wealth Management
Florida
$53K
IAIM
704
International Assets Investment Management
Florida
$52.9K
NOI
705
Newton One Investments
Delaware
$52.3K
VC
706
Vestor Capital
Illinois
$51K
CVM
707
Cheviot Value Management
California
$50.2K
BBHC
708
Brown Brothers Harriman & Co
New York
$49.8K
BWL
709
Bogart Wealth LLC
Virginia
$48.2K
VAI
710
Vanguard Advisers Inc
Pennsylvania
$47.5K
C
711
Covestor
United Kingdom
$47K
WETS
712
Wealth Enhancement Trust Services
South Dakota
$46.1K
PF
713
PlanVest Financial
Maryland
$45.6K
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K
NF
715
Napier Financial
Massachusetts
$45.1K
EWP
716
Elevation Wealth Partners
California
$42.6K
SHIM
717
Stone House Investment Management
Pennsylvania
$42.4K
OWA
718
Opal Wealth Advisors
New York
$41K
GIA
719
GHP Investment Advisors
Colorado
$38.6K
HWP
720
Highline Wealth Partners
California
$36.3K
TWIM
721
TIAA Wealth Investment Management
New York
$35.7K
SWA
722
SOA Wealth Advisors
New York
$35.1K
IF
723
Integrity Financial
Wyoming
$33.8K
VCM
724
Versant Capital Management
Arizona
$33.5K
MWA
725
Medallion Wealth Advisors
Connecticut
$31.9K