We are live on ! Find out more
DGRW icon

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
Citadel Advisors
776
Citadel Advisors
Florida
-$4.47M -50,011 Closed
Susquehanna International Group
777
Susquehanna International Group
Pennsylvania
-$3.92M -43,063 Closed
LAM
778
Lifestyle Asset Management
Texas
-$2.02M -22,607 Closed
BWM
779
Bulltick Wealth Management
Florida
-$1.87M -20,946 Closed
YIH
780
Y-Intercept (HK)
Hong Kong
-$896K -10,017 Closed
TIAA Trust, National Association
781
TIAA Trust, National Association
North Carolina
-$659K -7,363 Closed
RT
782
Rockland Trust
Massachusetts
-$608K -6,796 Closed
EW
783
Expressive Wealth
Illinois
-$526K -5,878 Closed
SC
784
Sykon Capital
New York
-$449K -5,026 Closed
AWA
785
Arete Wealth Advisors
Illinois
-$447K -5,002 Closed
CSP
786
Cary Street Partners
Virginia
-$412K -4,609 Closed
FTS
787
Fifth Third Securities
Ohio
-$409K -4,578 Closed
NFC
788
Northstar Financial Companies
Pennsylvania
-$344K -3,851 Closed
NCM
789
Novare Capital Management
North Carolina
-$322K -3,605 Closed
CIC
790
Carnegie Investment Counsel
Ohio
-$302K -3,377 Closed
IAS
791
Insigneo Advisory Services
Florida
-$285K -3,186 Closed
OBWG
792
Onyx Bridge Wealth Group
New York
-$284K -3,178 Closed
EF
793
Empowered Funds
Pennsylvania
-$283K -3,165 Closed
DAS
794
Diversify Advisory Services
Utah
-$283K -3,110 Closed
Pathstone Holdings
795
Pathstone Holdings
New Jersey
-$252K -2,816 Closed
RWA
796
Redhawk Wealth Advisors
Minnesota
-$243K -2,712 Closed
RC
797
Roundview Capital
New Jersey
-$237K -2,653 Closed
FWI
798
Facet Wealth Inc
Maryland
-$222K -2,429 Closed
Invesco
799
Invesco
Georgia
-$208K -2,328 Closed
IIM
800
Ipswich Investment Management
Massachusetts
-$203K -2,270 Closed