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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
NSIM
726
North Star Investment Management
Illinois
$23.4K
Kayne Anderson Rudnick Investment Management
727
Kayne Anderson Rudnick Investment Management
California
$23K
PGAM
728
Princeton Global Asset Management
New Jersey
$22K
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3K
ITIM
730
Indiana Trust & Investment Management
Indiana
$19.9K
SWM
731
Spire Wealth Management
Virginia
$19.9K
FGAM
732
Financial Gravity Asset Management
Texas
$19.9K
FA
733
Fountainhead AM
New Jersey
$17.6K
CTC
734
Cetera Trust Company
Minnesota
$17.6K
FG
735
Fairman Group
Pennsylvania
$17.6K
PWS
736
Pursuit Wealth Strategies
North Carolina
$17.6K
MAS
737
MPWM Advisory Solutions
Georgia
$14.9K
TC
738
Trust Company
Kansas
$13.9K
IWS
739
Intentional Wealth Strategies
Colorado
$13.9K
BFS
740
Bare Financial Services
Pennsylvania
$13.6K
BLC
741
Brown, Lisle/Cummings
Rhode Island
$13.2K
VWM
742
Vermillion Wealth Management
Minnesota
$12.5K
JWA
743
JFS Wealth Advisors
Pennsylvania
$12.1K
SIS
744
Sound Income Strategies
Florida
$11.8K
SIC
745
Salem Investment Counselors
North Carolina
$11K
VR
746
Vision Retirement
New Jersey
$10.4K
SMBT
747
Southern Michigan Bank & Trust
Michigan
$10.1K
HFS
748
Hantz Financial Services
Michigan
$10K
NB
749
NBT Bank
New York
$9.31K
FP
750
Financial Perspectives
Minnesota
$9.13K