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
Cerity Partners
76
Cerity Partners
New York
$27.8M -$1.73M -19,031 -6%
SFO
77
Stenger Family Office
Illinois
$27M +$28M +307,503 New
TM
78
TigerOak Management
New Mexico
$26M -$180K -1,979 -0.7%
WAG
79
Winthrop Advisory Group
Massachusetts
$25.9M +$3.57M +39,232 +15%
LCM
80
LVM Capital Management
Michigan
$25.3M +$229K +2,515 +0.9%
AWA
81
Amplius Wealth Advisors
Pennsylvania
$24.9M +$2.5M +27,451 +11%
MML Investors Services
82
MML Investors Services
Massachusetts
$24.8M -$3.92M -43,065 -13%
WWM
83
Western Wealth Management
Colorado
$24.4M +$4.9M +53,933 +24%
CIA
84
Concurrent Investment Advisors
Florida
$23.9M -$7.15M -78,632 -22%
Truist Financial
85
Truist Financial
North Carolina
$23.6M -$2.53M -27,876 -9%
CL
86
CVFG LLC
Indiana
$23.4M +$24.2M +266,242 New
HWM
87
HB Wealth Management
Georgia
$23.2M -$508K -5,587 -2%
SWM
88
SK Wealth Management
Rhode Island
$22.8M -$1.28M -14,129 -5%
CA
89
Cresta Advisors
Texas
$21.2M +$1.51M +16,644 +7%
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
$20.9M +$19M +209,259 +737%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$20.8M -$882K -9,698 -4%
AA
92
ACT Advisors
North Carolina
$20.6M +$413K +4,541 +2%
DADC
93
D.A. Davidson & Co
Montana
$20.4M +$397K +4,367 +2%
CFS
94
Compass Financial Services
Iowa
$20M -$8.9M -97,928 -30%
CAP
95
Columbia Advisory Partners
Washington
$19.9M -$3.29M -36,231 -14%
MWM
96
MOR Wealth Management
Pennsylvania
$19.4M +$770K +8,463 +4%
Creative Planning
97
Creative Planning
Kansas
$19.3M +$151K +1,664 +0.8%
SA
98
Sanctuary Advisors
Indiana
$19.1M -$3.71M -40,754 -16%
CFS
99
CRA Financial Services
New Jersey
$19.1M +$2.18M +23,944 +12%
AI
100
Atria Investments
North Carolina
$18.4M -$7.01M -77,077 -27%