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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
AWE
126
Avidian Wealth Enterprises
Texas
$11.5M
VA
127
VestGen Advisors
Illinois
$11.2M
IWP
128
IAG Wealth Partners
Wisconsin
$11.1M
BRWM
129
Blue Rock Wealth Management
North Carolina
$11.1M
EFH
130
Eaton Financial Holdings
Florida
$11.1M
GSWM
131
Golden State Wealth Management
California
$11M
WIA
132
World Investment Advisors
California
$11M
WANY
133
Wealthspire Advisors (New York)
New York
$10.9M
JAG
134
Journey Advisory Group
Kentucky
$10.7M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$10.7M
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$10.4M
MSWA
137
Marshall & Sterling Wealth Advisors
New York
$10.4M
FCM
138
Family Capital Management
Michigan
$10.3M
DC
139
Darrow Company
Massachusetts
$10.3M
FHA
140
Flagship Harbor Advisors
Massachusetts
$10.2M
AZ
141
Alpha Zero
Florida
$10.1M
SFA
142
Sequoia Financial Advisors
Ohio
$10M
CPA
143
Capital Planning Advisors
California
$10M
AC
144
Avant Capital
Louisiana
$9.98M
MA
145
MBA Advisors
Pennsylvania
$9.98M
UCFA
146
United Capital Financial Advisors
Texas
$9.44M
WSFS
147
Wilmington Savings Fund Society
Delaware
$9.39M
MFG
148
Merit Financial Group
Georgia
$9.28M
IWM
149
IHT Wealth Management
Illinois
$9.27M
FIA
150
Foundations Investment Advisors
Arizona
$9.16M