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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M
HCM
102
Hengehold Capital Management
Ohio
$16.5M
VVP
103
Venture Visionary Partners
Ohio
$16.4M
CFS
104
CRA Financial Services
New Jersey
$16.3M
GVAG
105
Great Valley Advisor Group
Delaware
$16.2M
IA
106
Insight Advisors
Pennsylvania
$15.8M
FFN
107
Focus Financial Network
Minnesota
$15.6M
Goldman Sachs
108
Goldman Sachs
New York
$15.3M
SAM
109
Smartleaf Asset Management
Massachusetts
$15.1M
MLA
110
MB, Levis & Associates
Pennsylvania
$14.9M
SWIA
111
Solano Wealth Investment Advisors
California
$14.5M
LW
112
Lauer Wealth
Indiana
$14.2M
CA
113
CGN Advisors
Kansas
$13.7M
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$13M
OPWM
115
Oxinas Partners Wealth Management
Indiana
$12.4M
C
116
Certuity
Florida
$12.3M
MPW
117
Melone Private Wealth
Michigan
$12M
UAG
118
United Advisor Group
Ohio
$11.8M
TCM
119
TD Capital Management
Tennessee
$11.8M
IA
120
IFG Advisory
Georgia
$11.7M
EFH
121
Eaton Financial Holdings
Florida
$11.4M
AWE
122
Avidian Wealth Enterprises
Texas
$11.3M
HBS
123
Howard Bailey Securities
Indiana
$11.3M
BRWM
124
Blue Rock Wealth Management
North Carolina
$11.3M
FTUS
125
Flow Traders U.S.
New York
$11.1M