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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

758 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 280 increasing their positions, 251 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Pinnacle Associates
New York
$27M
TM
77
TigerOak Management
New Mexico
$26.7M
Truist Financial
78
Truist Financial
North Carolina
$26.6M
AI
79
Atria Investments
North Carolina
$25.6M
LCM
80
LVM Capital Management
Michigan
$25.5M
SWM
81
SK Wealth Management
Rhode Island
$24.9M
HWM
82
HB Wealth Management
Georgia
$24.1M
CAP
83
Columbia Advisory Partners
Washington
$23.5M
SA
84
Sanctuary Advisors
Indiana
$23.1M
AWA
85
Amplius Wealth Advisors
Pennsylvania
$22.9M
WAG
86
Winthrop Advisory Group
Massachusetts
$22.8M
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$22.1M
AA
88
ACT Advisors
North Carolina
$20.5M
DADC
89
D.A. Davidson & Co
Montana
$20.4M
CA
90
Cresta Advisors
Texas
$20.1M
WWM
91
Western Wealth Management
Colorado
$20M
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$19.8M
Creative Planning
93
Creative Planning
Kansas
$19.5M
SPWG
94
Sage Private Wealth Group
Illinois
$19.5M
MWM
95
MOR Wealth Management
Pennsylvania
$18.9M
SAM
96
Smartleaf Asset Management
Massachusetts
$18.7M
MSFS
97
Main Street Financial Solutions
Pennsylvania
$17.7M
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$17.7M
EWS
99
Eagle Wealth Strategies
New Jersey
$17.6M
CFS
100
CRA Financial Services
New Jersey
$17.3M