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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$10.8M +$84.2K +926 +0.8%
FIA
127
Foundations Investment Advisors
Arizona
$10.7M +$1.76M +19,328 +19%
WIA
128
World Investment Advisors
California
$10.6M -$136K -1,497 -1%
DC
129
Darrow Company
Massachusetts
$10.6M +$484K +5,319 +5%
MSWA
130
Marshall & Sterling Wealth Advisors
New York
$10.5M +$327K +3,593 +3%
AZ
131
Alpha Zero
Florida
$10.4M +$426K +4,686 +4%
MA
132
MBA Advisors
Pennsylvania
$10.3M +$503K +5,536 +5%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$10.2M -$279K -3,065 -3%
RPGK
134
Retirement Planning Group (Kansas)
Kansas
$10.2M -$53K -583 -0.5%
SWP
135
Stratos Wealth Partners
Ohio
$10.1M -$1.72M -18,889 -14%
CPA
136
Capital Planning Advisors
California
$10M +$201K +2,215 +2%
AC
137
Avant Capital
Louisiana
$9.83M +$23.2K +255 +0.2%
SFA
138
Sequoia Financial Advisors
Ohio
$9.54M -$310K -3,410 -3%
SL
139
Sentinus LLC
Illinois
$9.34M +$400K +4,401 +4%
JAG
140
Journey Advisory Group
Kentucky
$9.27M -$1.32M -14,498 -12%
VA
141
VestGen Advisors
Illinois
$9.25M -$2.51M -27,550 -22%
WSFS
142
Wilmington Savings Fund Society
Delaware
$9.19M -$33.8K -372 -0.4%
FHA
143
Flagship Harbor Advisors
Massachusetts
$9.17M -$928K -10,209 -9%
C
144
Certuity
Florida
$9.16M -$2.34M -25,729 -20%
FG
145
Fiduciary Group
Georgia
$8.86M +$346K +3,800 +4%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$8.86M +$6.48M +71,297 +241%
FFA
147
Founders Financial Alliance
North Carolina
$8.46M +$297K +3,269 +4%
UCFA
148
United Capital Financial Advisors
Texas
$8.32M -$986K -10,847 -10%
GSEP
149
Golden State Equity Partners
California
$8.27M +$6.03M +66,317 +239%
PCG
150
Prosperity Consulting Group
Maryland
$8.08M -$463K -5,090 -5%