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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
CWA
76
Choice Wealth Advisors
Maine
$28.9M
MWM
77
Modern Wealth Management
Kansas
$27.7M
PA
78
Pinnacle Associates
New York
$27M
TM
79
TigerOak Management
New Mexico
$26.7M
Truist Financial
80
Truist Financial
North Carolina
$26.6M
AI
81
Atria Investments
North Carolina
$25.6M
LCM
82
LVM Capital Management
Michigan
$25.5M
SWM
83
SK Wealth Management
Rhode Island
$24.9M
HWM
84
HB Wealth Management
Georgia
$24.1M
CAP
85
Columbia Advisory Partners
Washington
$23.5M
SA
86
Sanctuary Advisors
Indiana
$23.1M
AWA
87
Amplius Wealth Advisors
Pennsylvania
$22.9M
WAG
88
Winthrop Advisory Group
Massachusetts
$22.8M
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$22.1M
AA
90
ACT Advisors
North Carolina
$20.5M
DADC
91
D.A. Davidson & Co
Montana
$20.4M
CA
92
Cresta Advisors
Texas
$20.1M
WWM
93
Western Wealth Management
Colorado
$20M
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$19.8M
Creative Planning
95
Creative Planning
Kansas
$19.5M
SPWG
96
Sage Private Wealth Group
Illinois
$19.5M
MWM
97
MOR Wealth Management
Pennsylvania
$18.9M
SAM
98
Smartleaf Asset Management
Massachusetts
$18.7M
MSFS
99
Main Street Financial Solutions
Pennsylvania
$17.7M
PWMAG
100
Pinnacle Wealth Management Advisory Group
New Jersey
$17.7M