DGRW icon

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
WANY
126
Wealthspire Advisors (New York)
New York
$11M
FCM
127
Family Capital Management
Michigan
$10.8M
JAG
128
Journey Advisory Group
Kentucky
$10.8M
SFA
129
Sequoia Financial Advisors
Ohio
$10.7M
GSWM
130
Golden State Wealth Management
California
$10.6M
RPGK
131
Retirement Planning Group (Kansas)
Kansas
$10.6M
FPAS
132
Focus Partners Advisor Solutions
Missouri
$10.6M
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$10.4M
MSWA
134
Marshall & Sterling Wealth Advisors
New York
$10.3M
WWM
135
Western Wealth Management
Colorado
$10.3M
DC
136
Darrow Company
Massachusetts
$10.2M
IWP
137
IAG Wealth Partners
Wisconsin
$10.2M
FHA
138
Flagship Harbor Advisors
Massachusetts
$10.1M
CPA
139
Capital Planning Advisors
California
$9.77M
KDA
140
Kraft Davis & Associates
Missouri
$9.76M
MA
141
MBA Advisors
Pennsylvania
$9.71M
AZ
142
Alpha Zero
Florida
$9.66M
WIA
143
World Investment Advisors
California
$9.51M
DFP
144
Defined Financial Planning
California
$9.43M
IWM
145
IHT Wealth Management
Illinois
$9.39M
AC
146
Avant Capital
Louisiana
$9.25M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$8.87M
WSFS
148
Wilmington Savings Fund Society
Delaware
$8.82M
PCG
149
Prosperity Consulting Group
Maryland
$8.7M
AA
150
Armis Advisers
Georgia
$8.65M