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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
P
151
&Partners
Tennessee
$7.91M +$356K +3,919 +5%
NWS
152
Nvest Wealth Strategies
Ohio
$7.89M +$26K +286 +0.3%
HI
153
Horizon Investments
North Carolina
$7.83M +$4.19M +46,058 +107%
MFG
154
Merit Financial Group
Georgia
$7.83M -$1.33M -14,658 -14%
LWM
155
Latko Wealth Management
Illinois
$7.74M +$1.01M +11,078 +14%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$7.62M -$240K -2,641 -3%
GPW
157
Gray Private Wealth
Massachusetts
$7.61M +$154K +1,699 +2%
EFG
158
Ethos Financial Group
Pennsylvania
$7.53M +$7.8M +85,737 New
AFG
159
Albion Financial Group
Utah
$7.49M -$1K -11 -0%
PWM
160
PMG Wealth Management
Illinois
$7.43M +$29.9K +329 +0.4%
RWM
161
Riverbend Wealth Management
South Carolina
$7.39M +$297K +3,265 +4%
LPAM
162
Lodestar Private Asset Management
California
$7.17M -$132K -1,448 -2%
FFA
163
Farther Finance Advisors
California
$6.95M -$1.17M -12,851 -14%
Brown Advisory
164
Brown Advisory
Maryland
$6.7M +$196K +2,153 +3%
GSWM
165
Golden State Wealth Management
California
$6.66M -$4.3M -47,275 -38%
WPIC
166
White Pine Investment Company
Michigan
$6.5M +$199K +2,186 +3%
AA
167
Ancora Advisors
Ohio
$6.48M -$739K -8,122 -10%
IWM
168
IHT Wealth Management
Illinois
$6.46M -$2.74M -30,159 -29%
AWP
169
Axis Wealth Partners
Rhode Island
$6.34M +$29.1K +320 +0.4%
Corient Private Wealth
170
Corient Private Wealth
Florida
$6.24M -$7.86M -86,436 -54%
WA
171
Waverly Advisors
Alabama
$6.21M -$349K -3,837 -5%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$6.17M +$1.23M +13,562 +24%
CL
173
CPWA LLC
Oregon
$6.17M +$5.9M +64,897 New
KWA
174
Kingswood Wealth Advisors
California
$6.16M +$142K +1,567 +2%
FRA
175
FFG Retirement Advisors
Colorado
$6.16M +$164K +1,809 +3%