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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
BAWC
101
Boyce & Associates Wealth Consulting
Texas
$17.2M
TAM
102
Townsend Asset Management
North Carolina
$17.2M
PWMAG
103
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M
HCM
104
Hengehold Capital Management
Ohio
$16.5M
VVP
105
Venture Visionary Partners
Ohio
$16.4M
CFS
106
CRA Financial Services
New Jersey
$16.3M
GVAG
107
Great Valley Advisor Group
Delaware
$16.2M
IA
108
Insight Advisors
Pennsylvania
$15.8M
FFN
109
Focus Financial Network
Minnesota
$15.6M
Goldman Sachs
110
Goldman Sachs
New York
$15.3M
SAM
111
Smartleaf Asset Management
Massachusetts
$15.1M
MLA
112
MB, Levis & Associates
Pennsylvania
$14.9M
SWIA
113
Solano Wealth Investment Advisors
California
$14.5M
LW
114
Lauer Wealth
Indiana
$14.2M
CA
115
CGN Advisors
Kansas
$13.7M
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$13M
OPWM
117
Oxinas Partners Wealth Management
Indiana
$12.4M
C
118
Certuity
Florida
$12.3M
MPW
119
Melone Private Wealth
Michigan
$12M
UAG
120
United Advisor Group
Ohio
$11.8M
TCM
121
TD Capital Management
Tennessee
$11.8M
IA
122
IFG Advisory
Georgia
$11.7M
EFH
123
Eaton Financial Holdings
Florida
$11.4M
AWE
124
Avidian Wealth Enterprises
Texas
$11.3M
HBS
125
Howard Bailey Securities
Indiana
$11.3M