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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$40.6M +$921K +10,618 +2%
COI
52
Connable Office Inc
Michigan
$38.8M +$10.7M +123,663 +40%
SC
53
Savant Capital
Illinois
$38.6M -$1.05M -12,139 -3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$36.7M +$1.27M +14,632 +4%
BA
55
BCM Advisors
Louisiana
$35.7M -$91.1K -1,050 -0.3%
IA
56
IFP Advisors
Florida
$35.4M +$16K +184 +0%
KPWS
57
Kestra Private Wealth Services
Texas
$35.4M +$1.26M +14,561 +4%
VA
58
VestGen Advisors
Illinois
$34.1M +$681K +7,846 +2%
TFG
59
Team Financial Group
California
$34M +$469K +5,403 +1%
Mariner
60
Mariner
Kansas
$33.1M -$392K -4,521 -1%
SWA
61
Serenus Wealth Advisors
California
$33M -$1.2M -13,788 -4%
CIA
62
Concurrent Investment Advisors
Florida
$32.7M -$967K -11,152 -3%
ACA
63
Aspire Capital Advisors
Washington
$32.5M +$501K +5,779 +2%
Cerity Partners
64
Cerity Partners
New York
$30.6M -$3.11M -35,822 -9%
HFS
65
Howard Financial Services
Texas
$30.4M +$648K +7,471 +2%
PSCM
66
Per Stirling Capital Management
Texas
$30.4M -$5.26M -60,588 -15%
NW
67
NewEdge Wealth
Pennsylvania
$30.3M -$9.34M -107,726 -24%
SWMG
68
Sanchez Wealth Management Group
Florida
$30.2M +$749K +8,630 +3%
CFS
69
Compass Financial Services
Iowa
$28.8M +$1.6M +18,501 +6%
CWA
70
Choice Wealth Advisors
Maine
$28.6M -$642K -7,405 -2%
BAM
71
Belpointe Asset Management
Nevada
$28.3M +$3.09M +35,609 +13%
SWM
72
SK Wealth Management
Rhode Island
$27.3M +$1.29M +14,894 +5%
MML Investors Services
73
MML Investors Services
Massachusetts
$27.3M -$32.8K -378 -0.1%
MWM
74
Modern Wealth Management
Kansas
$27M +$668K +7,696 +3%
TM
75
TigerOak Management
New Mexico
$27M +$132K +1,525 +0.5%