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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
CAM
751
Costello Asset Management
Pennsylvania
$8.95K
SWM
752
SHP Wealth Management
Massachusetts
$8.78K
JGCM
753
Joseph Group Capital Management
Ohio
$8.43K
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$7.64K
AEPWM
755
Atlantic Edge Private Wealth Management
Florida
$7.12K
FNWA
756
Financial Network Wealth Advisors
Utah
$6.76K
DCM
757
Davis Capital Management
Florida
$4.92K
DSC
758
Duncker Streett & Co
Missouri
$4.39K
TC
759
Truvestments Capital
Florida
$4.3K
WP
760
WealthShield Partners
North Carolina
$3.33K
CA
761
Crewe Advisors
Utah
$3.16K
B
762
Bayban
Minnesota
$3.16K
QT
763
Quantbot Technologies
New York
$2.55K
AF
764
Abound Financial
California
$1.32K
Russell Investments Group
765
Russell Investments Group
United Kingdom
$829
SPWG
766
Sage Private Wealth Group
Illinois
IA
767
IFG Advisory
Georgia
SMA
768
Seven Mile Advisory
New Jersey
WA
769
Win Advisors
Florida
HCM
770
Howard Capital Management
Georgia
Citadel Advisors
771
Citadel Advisors
Florida
Susquehanna International Group
772
Susquehanna International Group
Pennsylvania
LAM
773
Lifestyle Asset Management
Texas
BWM
774
Bulltick Wealth Management
Florida
YIH
775
Y-Intercept (HK)
Hong Kong