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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
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
CAP
83
Columbia Advisory Partners
Washington
$23.6M
CFA
84
Cahill Financial Advisors
Minnesota
$23M
AWA
85
Amplius Wealth Advisors
Pennsylvania
$22.2M
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$21.9M
PAWA
87
Palo Alto Wealth Advisors
California
$21.2M
CA
88
Cresta Advisors
Texas
$20.6M
AA
89
ACT Advisors
North Carolina
$20.4M
DADC
90
D.A. Davidson & Co
Montana
$20.3M
Creative Planning
91
Creative Planning
Kansas
$19.8M
PFM
92
Potomac Fund Management
Florida
$19.8M
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$19.6M
SPWG
94
Sage Private Wealth Group
Illinois
$19.5M
WAG
95
Winthrop Advisory Group
Massachusetts
$19M
EWS
96
Eagle Wealth Strategies
New Jersey
$17.9M
CRC
97
Curi RMB Capital
Illinois
$17.7M
HCA
98
Heck Capital Advisors
Wisconsin
$17.7M
SWP
99
Stratos Wealth Partners
Ohio
$17.3M
MSFS
100
Main Street Financial Solutions
Pennsylvania
$17.3M