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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
151
Wilmington Savings Fund Society
Delaware
$8.82M +$7.2K +83 +0.1%
PCG
152
Prosperity Consulting Group
Maryland
$8.7M -$562K -6,484 -6%
AA
153
Armis Advisers
Georgia
$8.65M -$355K -4,089 -4%
SMA
154
Seven Mile Advisory
New Jersey
$8.63M +$8.42M +97,062 New
Two Sigma Investments
155
Two Sigma Investments
New York
$8.33M -$16.7M -192,500 -67%
MTWM
156
Masso Torrence Wealth Management
New Jersey
$8.32M +$520 +6 +0%
FG
157
Fiduciary Group
Georgia
$8.16M +$632K +7,284 +9%
FIA
158
Foundations Investment Advisors
Arizona
$7.98M +$498K +5,745 +7%
FFA
159
Founders Financial Alliance
North Carolina
$7.8M +$3.09M +35,632 +68%
GSEP
160
Golden State Equity Partners
California
$7.79M -$179K -2,068 -2%
AFG
161
Albion Financial Group
Utah
$7.75M -$1.04K -12 -0%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$7.58M +$344K +3,971 +5%
PFS
163
Prospera Financial Services
Texas
$7.58M -$105K -1,209 -1%
BI
164
Berkeley Inc
Idaho
$7.58M +$93.5K +1,078 +1%
Corient Private Wealth
165
Corient Private Wealth
Florida
$7.48M +$1.55M +17,835 +27%
GPW
166
Gray Private Wealth
Massachusetts
$7.38M +$69.9K +806 +1%
LPAM
167
Lodestar Private Asset Management
California
$7.26M -$25.4K -293 -0.4%
P
168
&Partners
Tennessee
$7.21M +$222K +2,563 +3%
UCFA
169
United Capital Financial Advisors
Texas
$7.07M -$100K -1,153 -1%
PWM
170
PMG Wealth Management
Illinois
$7.03M +$29.6K +341 +0.4%
MFG
171
Merit Financial Group
Georgia
$6.93M -$725K -8,359 -10%
RWM
172
Riverbend Wealth Management
South Carolina
$6.85M -$15.2K -175 -0.2%
HCM
173
Howard Capital Management
Georgia
$6.74M +$491K +5,662 +8%
MSAM
174
Moloney Securities Asset Management
Missouri
$6.69M -$59.8K -689 -0.9%
WA
175
Waverly Advisors
Alabama
$6.61M +$1.98M +22,837 +44%