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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
SHP Wealth Management
Massachusetts
$8.94K
CTC
752
Central Trust Company
Missouri
$7.87K
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$7.78K
AEPWM
754
Atlantic Edge Private Wealth Management
Florida
$7.24K
JFA
755
JNBA Financial Advisors
Minnesota
$7.16K
EPG
756
Estate Planners Group
Pennsylvania
$6.67K
DCM
757
Davis Capital Management
Florida
$5.01K
CAIM
758
Catherine Avery Investment Management
Florida
$4.92K
CA
759
Crewe Advisors
Utah
$4.83K
DSC
760
Duncker Streett & Co
Missouri
$4.47K
TC
761
Truvestments Capital
Florida
$4.38K
IWM
762
IMG Wealth Management
Florida
$3.67K
WP
763
WealthShield Partners
North Carolina
$3.39K
B
764
Bayban
Minnesota
$3.22K
TRCT
765
Tower Research Capital (TRC)
New York
$2.86K
TC
766
Trust Company
Kansas
$2.59K
ETC
767
Exchange Traded Concepts
Oklahoma
$2.24K
AF
768
Abound Financial
California
$1.34K
CTA
769
Colonial Trust Advisors
South Carolina
$29
Kovitz Investment Group Partners
770
Kovitz Investment Group Partners
Illinois
PFM
771
Potomac Fund Management
Florida
Two Sigma Investments
772
Two Sigma Investments
New York
Renaissance Technologies
773
Renaissance Technologies
New York
STA
774
Summit Trail Advisors
New York
HFA
775
Hershey Financial Advisers
Pennsylvania