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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 300 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
76
Stenger Family Office
Illinois
$27M
TM
77
TigerOak Management
New Mexico
$26M
WAG
78
Winthrop Advisory Group
Massachusetts
$25.9M
LCM
79
LVM Capital Management
Michigan
$25.3M
AWA
80
Amplius Wealth Advisors
Pennsylvania
$24.9M
MML Investors Services
81
MML Investors Services
Massachusetts
$24.8M
WWM
82
Western Wealth Management
Colorado
$24.4M
CIA
83
Concurrent Investment Advisors
Florida
$23.9M
Truist Financial
84
Truist Financial
North Carolina
$23.6M
CL
85
CVFG LLC
Indiana
$23.4M
HWM
86
HB Wealth Management
Georgia
$23.2M
SWM
87
SK Wealth Management
Rhode Island
$22.8M
CA
88
Cresta Advisors
Texas
$21.2M
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$20.9M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$20.8M
AA
91
ACT Advisors
North Carolina
$20.6M
DADC
92
D.A. Davidson & Co
Montana
$20.4M
CFS
93
Compass Financial Services
Iowa
$20M
CAP
94
Columbia Advisory Partners
Washington
$19.9M
MWM
95
MOR Wealth Management
Pennsylvania
$19.4M
Creative Planning
96
Creative Planning
Kansas
$19.3M
SA
97
Sanctuary Advisors
Indiana
$19.1M
CFS
98
CRA Financial Services
New Jersey
$19.1M
AI
99
Atria Investments
North Carolina
$18.4M
PWMAG
100
Pinnacle Wealth Management Advisory Group
New Jersey
$18.3M