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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

749 hedge funds and large institutions have $11.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 250 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$8.64M
FFA
152
Founders Financial Alliance
North Carolina
$8.33M
FFA
153
Farther Finance Advisors
California
$8.21M
GWP
154
Gateway Wealth Partners
Wisconsin
$8.07M
NWS
155
Nvest Wealth Strategies
Ohio
$8M
Baird Financial Group
156
Baird Financial Group
Wisconsin
$7.99M
P
157
&Partners
Tennessee
$7.7M
AFG
158
Albion Financial Group
Utah
$7.63M
GPW
159
Gray Private Wealth
Massachusetts
$7.59M
PFS
160
Prospera Financial Services
Texas
$7.56M
PWM
161
PMG Wealth Management
Illinois
$7.53M
LPAM
162
Lodestar Private Asset Management
California
$7.43M
AA
163
Ancora Advisors
Ohio
$7.33M
HCM
164
Howard Capital Management
Georgia
$7.23M
RWM
165
Riverbend Wealth Management
South Carolina
$7.23M
FWA
166
Flagship Wealth Advisors
Massachusetts
$7.2M
PPWM
167
Premier Private Wealth Management
Florida
$7.04M
BI
168
Berkeley Inc
Idaho
$6.9M
LWM
169
Latko Wealth Management
Illinois
$6.89M
Corient Private Wealth
170
Corient Private Wealth
Florida
$6.85M
WA
171
Waverly Advisors
Alabama
$6.67M
Brown Advisory
172
Brown Advisory
Maryland
$6.63M
WPIC
173
White Pine Investment Company
Michigan
$6.42M
AWP
174
Axis Wealth Partners
Rhode Island
$6.42M
KWA
175
Kingswood Wealth Advisors
California
$6.14M