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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
PP
726
Prudential plc
United Kingdom
-$5.25M -62,700 Closed
MHS
727
M Holdings Securities
Oregon
-$3.81M -45,586 Closed
IWP
728
Invenio Wealth Partners
Florida
-$2.16M -25,828 Closed
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
-$1.83M -21,874 Closed
FPCP
730
Fort Point Capital Partners
California
-$1.81M -21,613 Closed
FAIM
731
Financial Advocates Investment Management
Washington
-$887K -10,597 Closed
SXL
732
Summit X LLC
Missouri
-$695K -8,300 Closed
EGM
733
Engineers Gate Manager
New York
-$694K -8,285 Closed
BJL
734
Brighton Jones LLC
Washington
-$608K -7,257 Closed
FA
735
FSA Advisors
Michigan
-$571K -6,815 Closed
CA
736
Calton & Associates
Florida
-$443K -5,289 Closed
Fisher Asset Management
737
Fisher Asset Management
Washington
-$434K -5,179 Closed
Millennium Management
738
Millennium Management
New York
-$425K -5,078 Closed
FA
739
Flagstar Advisors
New York
-$415K -4,957 Closed
AG
740
AmeriFlex Group
Nevada
-$337K -4,070 Closed
AIA
741
AssuredPartners Investment Advisors
Florida
-$340K -4,061 Closed
WWM
742
WJ Wealth Management
Arizona
-$335K -4,000 Closed
LA
743
Latitude Advisors
Florida
-$278K -3,322 Closed
FA
744
Fiduciary Alliance
South Carolina
-$266K -3,172 Closed
ACM
745
AlphaStar Capital Management
North Carolina
-$250K -2,980 Closed
EC
746
EdgeRock Capital
Colorado
-$245K -2,926 Closed
First Manhattan
747
First Manhattan
New York
-$223K -2,662 Closed
GHAM
748
Gilman Hill Asset Management
Connecticut
-$220K -2,622 Closed
GWANC
749
Guardian Wealth Advisors (North Carolina)
North Carolina
-$153K -1,823 Closed
IWA
750
Icon Wealth Advisors
Texas
-$148K -1,770 Closed