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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
76
Tyler-Stone Wealth Management
Ohio
$23.4M
Truist Financial
77
Truist Financial
North Carolina
$22.9M
FC
78
Forte Capital
New York
$22.7M
COI
79
Connable Office Inc
Michigan
$22.2M
AA
80
ACT Advisors
North Carolina
$21.9M
AWA
81
Amplius Wealth Advisors
Pennsylvania
$21.7M
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$21.7M
SWM
83
SK Wealth Management
Rhode Island
$21.3M
IF
84
Intrua Financial
Texas
$21.2M
MWM
85
Modern Wealth Management
Kansas
$20.7M
CFA
86
Cahill Financial Advisors
Minnesota
$20.6M
Creative Planning
87
Creative Planning
Kansas
$19.6M
SPWG
88
Sage Private Wealth Group
Illinois
$19.3M
HWM
89
HB Wealth Management
Georgia
$19.2M
PA
90
Pinnacle Associates
New York
$18.3M
PAWA
91
Palo Alto Wealth Advisors
California
$18.1M
CAP
92
Columbia Advisory Partners
Washington
$18M
LFG
93
Larson Financial Group
Missouri
$17.9M
DADC
94
D.A. Davidson & Co
Montana
$17.3M
CA
95
Cresta Advisors
Texas
$17.3M
Bank of New York Mellon
96
Bank of New York Mellon
New York
$16.9M
Jones Financial Companies
97
Jones Financial Companies
Missouri
$16.9M
HCA
98
Heck Capital Advisors
Wisconsin
$16.7M
MSFS
99
Main Street Financial Solutions
Pennsylvania
$16.2M
GVAG
100
Great Valley Advisor Group
Delaware
$15.8M