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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 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 (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
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
CFG
726
Chapman Financial Group
Hawaii
$30.7K
BL
727
BFSG LLC
California
$27.8K
STB
728
S&T Bank
Pennsylvania
$27.8K
TFGT
729
TS Financial Group (TSFG)
Illinois
$27K
HHCP
730
Hilton Head Capital Partners
South Carolina
$23.5K
NSIM
731
North Star Investment Management
Illinois
$23.4K
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$23K
PGAM
733
Princeton Global Asset Management
New Jersey
$22K
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3K
ITIM
735
Indiana Trust & Investment Management
Indiana
$19.9K
SWM
736
Spire Wealth Management
Virginia
$19.9K
FGAM
737
Financial Gravity Asset Management
Texas
$19.9K
FA
738
Fountainhead AM
New Jersey
$17.6K
CTC
739
Cetera Trust Company
Minnesota
$17.6K
FG
740
Fairman Group
Pennsylvania
$17.6K
PWS
741
Pursuit Wealth Strategies
North Carolina
$17.6K
MAS
742
MPWM Advisory Solutions
Georgia
$14.9K
TC
743
Trust Company
Kansas
$13.9K
IWS
744
Intentional Wealth Strategies
Colorado
$13.9K
BFS
745
Bare Financial Services
Pennsylvania
$13.6K
BLC
746
Brown, Lisle/Cummings
Rhode Island
$13.2K
VWM
747
Vermillion Wealth Management
Minnesota
$12.5K
JWA
748
JFS Wealth Advisors
Pennsylvania
$12.1K
SIS
749
Sound Income Strategies
Florida
$11.8K
SIC
750
Salem Investment Counselors
North Carolina
$11K