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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$18.3M +$961K +10,568 +5%
BAWC
102
Boyce & Associates Wealth Consulting
Texas
$17.8M +$907K +9,978 +5%
EWS
103
Eagle Wealth Strategies
New Jersey
$17.6M +$333K +3,667 +2%
TAM
104
Townsend Asset Management
North Carolina
$17.4M +$496K +5,456 +3%
HCM
105
Hengehold Capital Management
Ohio
$17M +$268K +2,949 +2%
CRC
106
Curi RMB Capital
Illinois
$17M +$31.8K +350 +0.2%
HCA
107
Heck Capital Advisors
Wisconsin
$16.3M -$21.5K -236 -0.1%
FFN
108
Focus Financial Network
Minnesota
$15.6M +$170K +1,869 +1%
GWP
109
Gateway Wealth Partners
Wisconsin
$15.6M +$7.93M +87,250 +97%
SAM
110
Smartleaf Asset Management
Massachusetts
$15.5M -$2.43M -26,777 -13%
MLA
111
MB, Levis & Associates
Pennsylvania
$15.3M +$89.3K +982 +0.6%
SWIA
112
Solano Wealth Investment Advisors
California
$14.5M +$297K +3,265 +2%
LW
113
Lauer Wealth
Indiana
$14.2M -$36.2K -398 -0.3%
TWM
114
TopTier Wealth Management
Wisconsin
$13.9M +$608K +6,687 +4%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$13.8M -$5.81M -63,868 -29%
GVAG
116
Great Valley Advisor Group
Delaware
$13.3M -$2.77M -30,463 -17%
OPWM
117
Oxinas Partners Wealth Management
Indiana
$12.9M +$357K +3,922 +3%
CA
118
CGN Advisors
Kansas
$12.8M +$72.2K +794 +0.5%
UAG
119
United Advisor Group
Ohio
$12.3M +$182K +1,997 +1%
WF
120
Williams Financial
Vermont
$12.2M -$78.6K -864 -0.6%
GPWA
121
Gaddis Premier Wealth Advisors
Oklahoma
$11.9M +$318K +3,495 +3%
AWE
122
Avidian Wealth Enterprises
Texas
$11.9M +$631K +6,935 +5%
TCM
123
TD Capital Management
Tennessee
$11.8M -$62.4K -686 -0.5%
IWP
124
IAG Wealth Partners
Wisconsin
$11.2M +$289K +3,183 +3%
BRWM
125
Blue Rock Wealth Management
North Carolina
$10.8M -$87.1K -958 -0.8%