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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$26.8M +$4.34M +50,051 +20%
AI
77
Atria Investments
North Carolina
$26.5M -$3.19M -36,796 -11%
GWSG
78
GPS Wealth Strategies Group
Colorado
$26.3M -$1.14M -13,154 -4%
LCM
79
LVM Capital Management
Michigan
$25.8M -$157K -1,815 -0.6%
PA
80
Pinnacle Associates
New York
$25.4M +$2.49M +28,669 +11%
Truist Financial
81
Truist Financial
North Carolina
$25.4M +$570K +6,569 +2%
HWM
82
HB Wealth Management
Georgia
$24.6M -$33.8K -390 -0.1%
SA
83
Sanctuary Advisors
Indiana
$24.3M -$2.97M -34,202 -11%
CAP
84
Columbia Advisory Partners
Washington
$23.6M -$18K -207 -0.1%
CFA
85
Cahill Financial Advisors
Minnesota
$23M +$376K +4,340 +2%
AWA
86
Amplius Wealth Advisors
Pennsylvania
$22.2M -$2.16M -24,886 -9%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$21.9M -$2.91M -33,591 -12%
PAWA
88
Palo Alto Wealth Advisors
California
$21.2M +$619K +7,133 +3%
CA
89
Cresta Advisors
Texas
$20.6M +$292K +3,368 +1%
AA
90
ACT Advisors
North Carolina
$20.4M -$3.25M -37,522 -14%
DADC
91
D.A. Davidson & Co
Montana
$20.3M +$566K +6,531 +3%
Creative Planning
92
Creative Planning
Kansas
$19.8M -$146K -1,684 -0.7%
PFM
93
Potomac Fund Management
Florida
$19.8M +$19.3M +222,766 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$19.6M -$5.03M -58,050 -21%
SPWG
95
Sage Private Wealth Group
Illinois
$19.5M -$18M -207,617 -49%
WAG
96
Winthrop Advisory Group
Massachusetts
$19M +$1.83M +21,071 +11%
EWS
97
Eagle Wealth Strategies
New Jersey
$17.9M +$1.57M +18,077 +10%
CRC
98
Curi RMB Capital
Illinois
$17.7M -$427K -4,927 -2%
HCA
99
Heck Capital Advisors
Wisconsin
$17.7M -$1.23M -14,141 -7%
SWP
100
Stratos Wealth Partners
Ohio
$17.3M +$312K +3,599 +2%