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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$26.3M
LCM
77
LVM Capital Management
Michigan
$25.8M
PA
78
Pinnacle Associates
New York
$25.4M
Truist Financial
79
Truist Financial
North Carolina
$25.4M
HWM
80
HB Wealth Management
Georgia
$24.6M
CAP
81
Columbia Advisory Partners
Washington
$23.6M
CFA
82
Cahill Financial Advisors
Minnesota
$23M
AWA
83
Amplius Wealth Advisors
Pennsylvania
$22.2M
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$21.9M
PAWA
85
Palo Alto Wealth Advisors
California
$21.2M
CA
86
Cresta Advisors
Texas
$20.6M
AA
87
ACT Advisors
North Carolina
$20.4M
DADC
88
D.A. Davidson & Co
Montana
$20.3M
Creative Planning
89
Creative Planning
Kansas
$19.8M
PFM
90
Potomac Fund Management
Florida
$19.8M
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$19.6M
SPWG
92
Sage Private Wealth Group
Illinois
$19.5M
WAG
93
Winthrop Advisory Group
Massachusetts
$19M
EWS
94
Eagle Wealth Strategies
New Jersey
$17.9M
CRC
95
Curi RMB Capital
Illinois
$17.7M
HCA
96
Heck Capital Advisors
Wisconsin
$17.7M
SWP
97
Stratos Wealth Partners
Ohio
$17.3M
MSFS
98
Main Street Financial Solutions
Pennsylvania
$17.3M
BAWC
99
Boyce & Associates Wealth Consulting
Texas
$17.2M
TAM
100
Townsend Asset Management
North Carolina
$17.2M