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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
Susquehanna International Group
776
Susquehanna International Group
Pennsylvania
LAM
777
Lifestyle Asset Management
Texas
BWM
778
Bulltick Wealth Management
Florida
YIH
779
Y-Intercept (HK)
Hong Kong
TIAA Trust, National Association
780
TIAA Trust, National Association
North Carolina
RT
781
Rockland Trust
Massachusetts
EW
782
Expressive Wealth
Illinois
SC
783
Sykon Capital
New York
AWA
784
Arete Wealth Advisors
Illinois
CSP
785
Cary Street Partners
Virginia
FTS
786
Fifth Third Securities
Ohio
NFC
787
Northstar Financial Companies
Pennsylvania
NCM
788
Novare Capital Management
North Carolina
CIC
789
Carnegie Investment Counsel
Ohio
IAS
790
Insigneo Advisory Services
Florida
OBWG
791
Onyx Bridge Wealth Group
New York
EF
792
Empowered Funds
Pennsylvania
DAS
793
Diversify Advisory Services
Utah
Pathstone Holdings
794
Pathstone Holdings
New Jersey
RWA
795
Redhawk Wealth Advisors
Minnesota
RC
796
Roundview Capital
New Jersey
FWI
797
Facet Wealth Inc
Maryland
Invesco
798
Invesco
Georgia
IIM
799
Ipswich Investment Management
Massachusetts
QA
800
Quattro Advisors
Pennsylvania