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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
SC
51
Savant Capital
Illinois
$38.9M
COI
52
Connable Office Inc
Michigan
$38.8M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$36.7M
BA
54
BCM Advisors
Louisiana
$35.7M
KPWS
55
Kestra Private Wealth Services
Texas
$35.4M
VA
56
VestGen Advisors
Illinois
$34.1M
TFG
57
Team Financial Group
California
$34M
Mariner
58
Mariner
Kansas
$33.1M
SWA
59
Serenus Wealth Advisors
California
$33M
CIA
60
Concurrent Investment Advisors
Florida
$32.7M
ACA
61
Aspire Capital Advisors
Washington
$32.5M
Cerity Partners
62
Cerity Partners
New York
$30.6M
HFS
63
Howard Financial Services
Texas
$30.4M
PSCM
64
Per Stirling Capital Management
Texas
$30.4M
NW
65
NewEdge Wealth
Pennsylvania
$30.3M
SWMG
66
Sanchez Wealth Management Group
Florida
$30.2M
CFS
67
Compass Financial Services
Iowa
$28.8M
CWA
68
Choice Wealth Advisors
Maine
$28.6M
BAM
69
Belpointe Asset Management
Nevada
$28.3M
SWM
70
SK Wealth Management
Rhode Island
$27.3M
MML Investors Services
71
MML Investors Services
Massachusetts
$27.3M
MWM
72
Modern Wealth Management
Kansas
$27M
TM
73
TigerOak Management
New Mexico
$27M
Jones Financial Companies
74
Jones Financial Companies
Missouri
$26.8M
AI
75
Atria Investments
North Carolina
$26.5M