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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 282 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
126
Blue Rock Wealth Management
North Carolina
$11.3M
FTUS
127
Flow Traders U.S.
New York
$11.1M
WANY
128
Wealthspire Advisors (New York)
New York
$11M
FCM
129
Family Capital Management
Michigan
$10.8M
JAG
130
Journey Advisory Group
Kentucky
$10.8M
SFA
131
Sequoia Financial Advisors
Ohio
$10.7M
GSWM
132
Golden State Wealth Management
California
$10.6M
RPGK
133
Retirement Planning Group (Kansas)
Kansas
$10.6M
FPAS
134
Focus Partners Advisor Solutions
Missouri
$10.6M
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$10.4M
MSWA
136
Marshall & Sterling Wealth Advisors
New York
$10.3M
WWM
137
Western Wealth Management
Colorado
$10.3M
DC
138
Darrow Company
Massachusetts
$10.2M
IWP
139
IAG Wealth Partners
Wisconsin
$10.2M
FHA
140
Flagship Harbor Advisors
Massachusetts
$10.1M
CPA
141
Capital Planning Advisors
California
$9.77M
KDA
142
Kraft Davis & Associates
Missouri
$9.76M
MA
143
MBA Advisors
Pennsylvania
$9.71M
AZ
144
Alpha Zero
Florida
$9.66M
WIA
145
World Investment Advisors
California
$9.51M
DFP
146
Defined Financial Planning
California
$9.43M
IWM
147
IHT Wealth Management
Illinois
$9.39M
AC
148
Avant Capital
Louisiana
$9.25M
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$8.87M
WSFS
150
Wilmington Savings Fund Society
Delaware
$8.82M