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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$26.8M
AI
77
Atria Investments
North Carolina
$26.5M
GWSG
78
GPS Wealth Strategies Group
Colorado
$26.3M
LCM
79
LVM Capital Management
Michigan
$25.8M
PA
80
Pinnacle Associates
New York
$25.4M
Truist Financial
81
Truist Financial
North Carolina
$25.4M
HWM
82
HB Wealth Management
Georgia
$24.6M
SA
83
Sanctuary Advisors
Indiana
$24.3M
CAP
84
Columbia Advisory Partners
Washington
$23.6M
CFA
85
Cahill Financial Advisors
Minnesota
$23M
AWA
86
Amplius Wealth Advisors
Pennsylvania
$22.2M
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$21.9M
PAWA
88
Palo Alto Wealth Advisors
California
$21.2M
CA
89
Cresta Advisors
Texas
$20.6M
AA
90
ACT Advisors
North Carolina
$20.4M
DADC
91
D.A. Davidson & Co
Montana
$20.3M
Creative Planning
92
Creative Planning
Kansas
$19.8M
PFM
93
Potomac Fund Management
Florida
$19.8M
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$19.6M
SPWG
95
Sage Private Wealth Group
Illinois
$19.5M
WAG
96
Winthrop Advisory Group
Massachusetts
$19M
EWS
97
Eagle Wealth Strategies
New Jersey
$17.9M
CRC
98
Curi RMB Capital
Illinois
$17.7M
HCA
99
Heck Capital Advisors
Wisconsin
$17.7M
SWP
100
Stratos Wealth Partners
Ohio
$17.3M