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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

768 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, 301 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$517M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
768
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
BL
726
BFSG LLC
California
$27.8K
STB
727
S&T Bank
Pennsylvania
$27.8K
TFGT
728
TS Financial Group (TSFG)
Illinois
$27K
HHCP
729
Hilton Head Capital Partners
South Carolina
$23.5K
NSIM
730
North Star Investment Management
Illinois
$23.4K
Kayne Anderson Rudnick Investment Management
731
Kayne Anderson Rudnick Investment Management
California
$23K
PGAM
732
Princeton Global Asset Management
New Jersey
$22K
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3K
ITIM
734
Indiana Trust & Investment Management
Indiana
$19.9K
SWM
735
Spire Wealth Management
Virginia
$19.9K
FGAM
736
Financial Gravity Asset Management
Texas
$19.9K
FA
737
Fountainhead AM
New Jersey
$17.6K
CTC
738
Cetera Trust Company
Minnesota
$17.6K
FG
739
Fairman Group
Pennsylvania
$17.6K
PWS
740
Pursuit Wealth Strategies
North Carolina
$17.6K
MAS
741
MPWM Advisory Solutions
Georgia
$14.9K
TC
742
Trust Company
Kansas
$13.9K
IWS
743
Intentional Wealth Strategies
Colorado
$13.9K
BFS
744
Bare Financial Services
Pennsylvania
$13.6K
BLC
745
Brown, Lisle/Cummings
Rhode Island
$13.2K
VWM
746
Vermillion Wealth Management
Minnesota
$12.5K
JWA
747
JFS Wealth Advisors
Pennsylvania
$12.1K
SIS
748
Sound Income Strategies
Florida
$11.8K
SIC
749
Salem Investment Counselors
North Carolina
$11K
VR
750
Vision Retirement
New Jersey
$10.4K