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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
MSFS
101
Main Street Financial Solutions
Pennsylvania
$17.3M
BAWC
102
Boyce & Associates Wealth Consulting
Texas
$17.2M
TAM
103
Townsend Asset Management
North Carolina
$17.2M
PWMAG
104
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M
HCM
105
Hengehold Capital Management
Ohio
$16.5M
VVP
106
Venture Visionary Partners
Ohio
$16.4M
CFS
107
CRA Financial Services
New Jersey
$16.3M
GVAG
108
Great Valley Advisor Group
Delaware
$16.2M
IA
109
Insight Advisors
Pennsylvania
$15.8M
FFN
110
Focus Financial Network
Minnesota
$15.6M
Goldman Sachs
111
Goldman Sachs
New York
$15.3M
HBS
112
Howard Bailey Securities
Indiana
$15.1M
SAM
113
Smartleaf Asset Management
Massachusetts
$15.1M
MLA
114
MB, Levis & Associates
Pennsylvania
$14.9M
SWIA
115
Solano Wealth Investment Advisors
California
$14.5M
LW
116
Lauer Wealth
Indiana
$14.2M
CA
117
CGN Advisors
Kansas
$13.7M
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$13M
OPWM
119
Oxinas Partners Wealth Management
Indiana
$12.4M
C
120
Certuity
Florida
$12.3M
MPW
121
Melone Private Wealth
Michigan
$12M
UAG
122
United Advisor Group
Ohio
$11.8M
TCM
123
TD Capital Management
Tennessee
$11.8M
IA
124
IFG Advisory
Georgia
$11.7M
EFH
125
Eaton Financial Holdings
Florida
$11.4M