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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 268 increasing their positions, 300 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$10.8M
FIA
127
Foundations Investment Advisors
Arizona
$10.7M
WIA
128
World Investment Advisors
California
$10.6M
DC
129
Darrow Company
Massachusetts
$10.6M
MSWA
130
Marshall & Sterling Wealth Advisors
New York
$10.5M
AZ
131
Alpha Zero
Florida
$10.4M
MA
132
MBA Advisors
Pennsylvania
$10.3M
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$10.2M
RPGK
134
Retirement Planning Group (Kansas)
Kansas
$10.2M
SWP
135
Stratos Wealth Partners
Ohio
$10.1M
CPA
136
Capital Planning Advisors
California
$10M
AC
137
Avant Capital
Louisiana
$9.83M
SFA
138
Sequoia Financial Advisors
Ohio
$9.54M
SL
139
Sentinus LLC
Illinois
$9.34M
JAG
140
Journey Advisory Group
Kentucky
$9.27M
VA
141
VestGen Advisors
Illinois
$9.25M
WSFS
142
Wilmington Savings Fund Society
Delaware
$9.19M
FHA
143
Flagship Harbor Advisors
Massachusetts
$9.17M
C
144
Certuity
Florida
$9.16M
FG
145
Fiduciary Group
Georgia
$8.86M
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$8.86M
FFA
147
Founders Financial Alliance
North Carolina
$8.46M
UCFA
148
United Capital Financial Advisors
Texas
$8.32M
GSEP
149
Golden State Equity Partners
California
$8.27M
PCG
150
Prosperity Consulting Group
Maryland
$8.08M