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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
OIA
51
OneDigital Investment Advisors
Kansas
$44.8M
DWAM
52
Duncan Williams Asset Management
Tennessee
$44.6M
OCM
53
One Capital Management
California
$43.8M
IF
54
Intrua Financial
Texas
$43.7M
Stifel Financial
55
Stifel Financial
Missouri
$43.1M
BA
56
BCM Advisors
Louisiana
$36.5M
KPWS
57
Kestra Private Wealth Services
Texas
$36.1M
RC
58
Resolute Capital
South Carolina
$36M
IA
59
IFP Advisors
Florida
$35.7M
SWA
60
Serenus Wealth Advisors
California
$35M
TFG
61
Team Financial Group
California
$34.4M
SC
62
Savant Capital
Illinois
$34.3M
TLIC
63
Taiyo Life Insurance Company
Japan
$34.3M
ACA
64
Aspire Capital Advisors
Washington
$33.4M
HFS
65
Howard Financial Services
Texas
$33M
NW
66
NewEdge Wealth
Pennsylvania
$32.2M
SWMG
67
Sanchez Wealth Management Group
Florida
$32.1M
Jones Financial Companies
68
Jones Financial Companies
Missouri
$30.8M
BAM
69
Belpointe Asset Management
Nevada
$29.2M
PSCM
70
Per Stirling Capital Management
Texas
$28.8M
CWA
71
Choice Wealth Advisors
Maine
$28.8M
MWM
72
Modern Wealth Management
Kansas
$28.4M
PA
73
Pinnacle Associates
New York
$28M
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$27.9M
Cerity Partners
75
Cerity Partners
New York
$27.8M