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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$11.3M +$773K +8,917 +8%
BRWM
127
Blue Rock Wealth Management
North Carolina
$11.3M +$211K +2,428 +2%
FTUS
128
Flow Traders U.S.
New York
$11.1M +$10.5M +121,079 +3,180%
WANY
129
Wealthspire Advisors (New York)
New York
$11M -$216K -2,490 -2%
FCM
130
Family Capital Management
Michigan
$10.8M -$807K -9,302 -7%
JAG
131
Journey Advisory Group
Kentucky
$10.8M -$132K -1,525 -1%
SFA
132
Sequoia Financial Advisors
Ohio
$10.7M -$500K -5,768 -5%
GSWM
133
Golden State Wealth Management
California
$10.6M -$67.7K -780 -0.6%
RPGK
134
Retirement Planning Group (Kansas)
Kansas
$10.6M +$15.9K +183 +0.2%
FPAS
135
Focus Partners Advisor Solutions
Missouri
$10.6M +$4.84M +55,794 +89%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$10.4M +$257K +2,967 +3%
MSWA
137
Marshall & Sterling Wealth Advisors
New York
$10.3M -$132K -1,524 -1%
WWM
138
Western Wealth Management
Colorado
$10.3M -$4.25K -49 -0%
DC
139
Darrow Company
Massachusetts
$10.2M +$599K +6,905 +6%
IWP
140
IAG Wealth Partners
Wisconsin
$10.2M +$446K +5,144 +5%
FHA
141
Flagship Harbor Advisors
Massachusetts
$10.1M -$98.1K -1,131 -1%
CPA
142
Capital Planning Advisors
California
$9.77M -$200K -2,303 -2%
KDA
143
Kraft Davis & Associates
Missouri
$9.76M -$3.51M -40,484 -27%
MA
144
MBA Advisors
Pennsylvania
$9.71M -$237K -2,734 -2%
AZ
145
Alpha Zero
Florida
$9.66M +$504K +5,808 +6%
WIA
146
World Investment Advisors
California
$9.51M -$1.26M -14,545 -12%
DFP
147
Defined Financial Planning
California
$9.43M -$1.62M -18,721 -15%
IWM
148
IHT Wealth Management
Illinois
$9.39M -$8.41K -97 -0.1%
AC
149
Avant Capital
Louisiana
$9.25M +$183K +2,112 +2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$8.87M +$415K +4,786 +5%