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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
VR
751
Vision Retirement
New Jersey
$10.4K
SMBT
752
Southern Michigan Bank & Trust
Michigan
$10.1K +$10.5K +115 New
HFS
753
Hantz Financial Services
Michigan
$10K +$182 +2 +2%
NB
754
NBT Bank
New York
$9.31K +$1.55K +17 +19%
FP
755
Financial Perspectives
Minnesota
$9.13K
CAM
756
Costello Asset Management
Pennsylvania
$8.95K
SWM
757
SHP Wealth Management
Massachusetts
$8.78K
JGCM
758
Joseph Group Capital Management
Ohio
$8.43K -$1K -11 -10%
PWPS
759
Pinnacle Wealth Planning Services
Ohio
$7.64K
AEPWM
760
Atlantic Edge Private Wealth Management
Florida
$7.12K
FNWA
761
Financial Network Wealth Advisors
Utah
$6.76K +$7K +77 New
DCM
762
Davis Capital Management
Florida
$4.92K
DSC
763
Duncker Streett & Co
Missouri
$4.39K
TC
764
Truvestments Capital
Florida
$4.3K
WP
765
WealthShield Partners
North Carolina
$3.33K
CA
766
Crewe Advisors
Utah
$3.16K -$1.64K -18 -33%
B
767
Bayban
Minnesota
$3.16K
QT
768
Quantbot Technologies
New York
$2.55K +$2.64K +29 New
AF
769
Abound Financial
California
$1.32K
Russell Investments Group
770
Russell Investments Group
United Kingdom
$829 +$818 +9 New
SPWG
771
Sage Private Wealth Group
Illinois
-$19.5M -217,611 Closed
IA
772
IFG Advisory
Georgia
-$12M -134,239 Closed
SMA
773
Seven Mile Advisory
New Jersey
-$9.04M -101,043 Closed
WA
774
Win Advisors
Florida
-$8.93M -99,859 Closed
HCM
775
Howard Capital Management
Georgia
-$7.23M -80,848 Closed