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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 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 44 funds opening new positions, 279 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:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

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
707
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
SMA
151
Seven Mile Advisory
New Jersey
$8.63M
Two Sigma Investments
152
Two Sigma Investments
New York
$8.33M
MTWM
153
Masso Torrence Wealth Management
New Jersey
$8.32M
FG
154
Fiduciary Group
Georgia
$8.16M
FIA
155
Foundations Investment Advisors
Arizona
$7.98M
FFA
156
Founders Financial Alliance
North Carolina
$7.8M
GSEP
157
Golden State Equity Partners
California
$7.79M
AFG
158
Albion Financial Group
Utah
$7.75M
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.58M
PFS
160
Prospera Financial Services
Texas
$7.58M
BI
161
Berkeley Inc
Idaho
$7.58M
Corient Private Wealth
162
Corient Private Wealth
Florida
$7.48M
GPW
163
Gray Private Wealth
Massachusetts
$7.38M
LPAM
164
Lodestar Private Asset Management
California
$7.26M
P
165
&Partners
Tennessee
$7.21M
UCFA
166
United Capital Financial Advisors
Texas
$7.07M
PWM
167
PMG Wealth Management
Illinois
$7.03M
MFG
168
Merit Financial Group
Georgia
$6.93M
RWM
169
Riverbend Wealth Management
South Carolina
$6.85M
HCM
170
Howard Capital Management
Georgia
$6.74M
MSAM
171
Moloney Securities Asset Management
Missouri
$6.69M
WA
172
Waverly Advisors
Alabama
$6.61M
Renaissance Technologies
173
Renaissance Technologies
New York
$6.56M
FWA
174
Flagship Wealth Advisors
Massachusetts
$6.53M
GWP
175
Gateway Wealth Partners
Wisconsin
$6.47M