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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFH
126
Eaton Financial Holdings
Florida
$11.1M
GSWM
127
Golden State Wealth Management
California
$11M
WANY
128
Wealthspire Advisors (New York)
New York
$10.9M
WIA
129
World Investment Advisors
California
$10.9M
JAG
130
Journey Advisory Group
Kentucky
$10.7M
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$10.7M
RPGK
132
Retirement Planning Group (Kansas)
Kansas
$10.4M
MSWA
133
Marshall & Sterling Wealth Advisors
New York
$10.4M
FCM
134
Family Capital Management
Michigan
$10.3M
DC
135
Darrow Company
Massachusetts
$10.3M
FHA
136
Flagship Harbor Advisors
Massachusetts
$10.2M
SFA
137
Sequoia Financial Advisors
Ohio
$10M
CPA
138
Capital Planning Advisors
California
$10M
AC
139
Avant Capital
Louisiana
$9.98M
MA
140
MBA Advisors
Pennsylvania
$9.98M
UCFA
141
United Capital Financial Advisors
Texas
$9.44M
WSFS
142
Wilmington Savings Fund Society
Delaware
$9.39M
MFG
143
Merit Financial Group
Georgia
$9.28M
IWM
144
IHT Wealth Management
Illinois
$9.27M
FIA
145
Foundations Investment Advisors
Arizona
$9.16M
SL
146
Sentinus LLC
Illinois
$9.11M
SMA
147
Seven Mile Advisory
New Jersey
$9.04M
WA
148
Win Advisors
Florida
$8.93M
FG
149
Fiduciary Group
Georgia
$8.68M
PCG
150
Prosperity Consulting Group
Maryland
$8.68M