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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 268 increasing their positions, 300 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
VC
701
Vestor Capital
Illinois
$51K
CVM
702
Cheviot Value Management
California
$50.2K
BBHC
703
Brown Brothers Harriman & Co
New York
$49.8K
BWL
704
Bogart Wealth LLC
Virginia
$48.2K
VAI
705
Vanguard Advisers Inc
Pennsylvania
$47.5K
C
706
Covestor
United Kingdom
$47K
WETS
707
Wealth Enhancement Trust Services
South Dakota
$46.1K
PF
708
PlanVest Financial
Maryland
$45.6K
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.2K
NF
710
Napier Financial
Massachusetts
$45.1K
EWP
711
Elevation Wealth Partners
California
$42.6K
SHIM
712
Stone House Investment Management
Pennsylvania
$42.4K
OWA
713
Opal Wealth Advisors
New York
$41K
GIA
714
GHP Investment Advisors
Colorado
$38.6K
HWP
715
Highline Wealth Partners
California
$36.3K
TWIM
716
TIAA Wealth Investment Management
New York
$35.7K
SWA
717
SOA Wealth Advisors
New York
$35.1K
IF
718
Integrity Financial
Wyoming
$33.8K
VCM
719
Versant Capital Management
Arizona
$33.5K
MWA
720
Medallion Wealth Advisors
Connecticut
$31.9K
CFG
721
Chapman Financial Group
Hawaii
$30.7K
BL
722
BFSG LLC
California
$27.8K
STB
723
S&T Bank
Pennsylvania
$27.8K
TFGT
724
TS Financial Group (TSFG)
Illinois
$27K
HHCP
725
Hilton Head Capital Partners
South Carolina
$23.5K