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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$34.4M
Stifel Financial
52
Stifel Financial
Missouri
$33.7M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$32.2M
SWA
54
Serenus Wealth Advisors
California
$32.2M
IA
55
IFP Advisors
Florida
$31.4M
DWAM
56
Duncan Williams Asset Management
Tennessee
$31M
BA
57
BCM Advisors
Louisiana
$31M
VA
58
VestGen Advisors
Illinois
$30.6M
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$30.6M
PSCM
60
Per Stirling Capital Management
Texas
$30.2M
KPWS
61
Kestra Private Wealth Services
Texas
$28.9M
CIA
62
Concurrent Investment Advisors
Florida
$28.9M
Mariner
63
Mariner
Kansas
$28.4M
TFG
64
Team Financial Group
California
$28.2M
ACA
65
Aspire Capital Advisors
Washington
$27.9M
CWA
66
Choice Wealth Advisors
Maine
$26.4M
GWSG
67
GPS Wealth Strategies Group
Colorado
$26M
SWMG
68
Sanchez Wealth Management Group
Florida
$25.6M
AI
69
Atria Investments
North Carolina
$25.5M
HFS
70
Howard Financial Services
Texas
$23.9M
CFS
71
Compass Financial Services
Iowa
$23.9M
MML Investors Services
72
MML Investors Services
Massachusetts
$23.8M
LCM
73
LVM Capital Management
Michigan
$23.6M
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$23.6M
TM
75
TigerOak Management
New Mexico
$23.6M