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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
SMBT
751
Southern Michigan Bank & Trust
Michigan
$10.1K
HFS
752
Hantz Financial Services
Michigan
$10K
NB
753
NBT Bank
New York
$9.31K
FP
754
Financial Perspectives
Minnesota
$9.13K
CAM
755
Costello Asset Management
Pennsylvania
$8.95K
SWM
756
SHP Wealth Management
Massachusetts
$8.78K
JGCM
757
Joseph Group Capital Management
Ohio
$8.43K
PWPS
758
Pinnacle Wealth Planning Services
Ohio
$7.64K
AEPWM
759
Atlantic Edge Private Wealth Management
Florida
$7.12K
FNWA
760
Financial Network Wealth Advisors
Utah
$6.76K
DCM
761
Davis Capital Management
Florida
$4.92K
DSC
762
Duncker Streett & Co
Missouri
$4.39K
TC
763
Truvestments Capital
Florida
$4.3K
WP
764
WealthShield Partners
North Carolina
$3.33K
CA
765
Crewe Advisors
Utah
$3.16K
B
766
Bayban
Minnesota
$3.16K
QT
767
Quantbot Technologies
New York
$2.55K
AF
768
Abound Financial
California
$1.32K
Russell Investments Group
769
Russell Investments Group
United Kingdom
$829
SPWG
770
Sage Private Wealth Group
Illinois
IA
771
IFG Advisory
Georgia
SMA
772
Seven Mile Advisory
New Jersey
WA
773
Win Advisors
Florida
HCM
774
Howard Capital Management
Georgia
Citadel Advisors
775
Citadel Advisors
Florida