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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
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
FCM
126
Family Capital Management
Michigan
$11M
EFH
127
Eaton Financial Holdings
Florida
$10.9M
SAM
128
Smartleaf Asset Management
Massachusetts
$10.8M
TCM
129
TD Capital Management
Tennessee
$10.7M
SFA
130
Sequoia Financial Advisors
Ohio
$10.6M
WANY
131
Wealthspire Advisors (New York)
New York
$10.5M
DFP
132
Defined Financial Planning
California
$10.5M
BRWM
133
Blue Rock Wealth Management
North Carolina
$10.4M
JAG
134
Journey Advisory Group
Kentucky
$10.3M
WIA
135
World Investment Advisors
California
$10.2M
MPW
136
Melone Private Wealth
Michigan
$10.1M
GSWM
137
Golden State Wealth Management
California
$10.1M
IA
138
IFG Advisory
Georgia
$9.96M
RPGK
139
Retirement Planning Group (Kansas)
Kansas
$9.94M
AWE
140
Avidian Wealth Enterprises
Texas
$9.88M
MSWA
141
Marshall & Sterling Wealth Advisors
New York
$9.83M
WWM
142
Western Wealth Management
Colorado
$9.69M
FHA
143
Flagship Harbor Advisors
Massachusetts
$9.59M
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$9.57M
CPA
145
Capital Planning Advisors
California
$9.39M
MA
146
MBA Advisors
Pennsylvania
$9.37M
IWP
147
IAG Wealth Partners
Wisconsin
$9.17M
DC
148
Darrow Company
Massachusetts
$9.02M
IWM
149
IHT Wealth Management
Illinois
$8.84M
PCG
150
Prosperity Consulting Group
Maryland
$8.74M