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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

767 hedge funds and large institutions have $12.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 281 increasing their positions, 253 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SL
151
Sentinus LLC
Illinois
$9.11M
SMA
152
Seven Mile Advisory
New Jersey
$9.04M
WA
153
Win Advisors
Florida
$8.93M
FG
154
Fiduciary Group
Georgia
$8.68M
PCG
155
Prosperity Consulting Group
Maryland
$8.68M
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$8.64M
FFA
157
Founders Financial Alliance
North Carolina
$8.33M
FFA
158
Farther Finance Advisors
California
$8.21M
GWP
159
Gateway Wealth Partners
Wisconsin
$8.07M
NWS
160
Nvest Wealth Strategies
Ohio
$8M
Baird Financial Group
161
Baird Financial Group
Wisconsin
$7.99M
P
162
&Partners
Tennessee
$7.7M
AFG
163
Albion Financial Group
Utah
$7.63M
GPW
164
Gray Private Wealth
Massachusetts
$7.59M
PFS
165
Prospera Financial Services
Texas
$7.56M
PWM
166
PMG Wealth Management
Illinois
$7.53M
LPAM
167
Lodestar Private Asset Management
California
$7.43M
AA
168
Ancora Advisors
Ohio
$7.33M
HCM
169
Howard Capital Management
Georgia
$7.23M
RWM
170
Riverbend Wealth Management
South Carolina
$7.23M
FWA
171
Flagship Wealth Advisors
Massachusetts
$7.2M
PPWM
172
Premier Private Wealth Management
Florida
$7.04M
BI
173
Berkeley Inc
Idaho
$6.9M
LWM
174
Latko Wealth Management
Illinois
$6.89M
WA
175
Waverly Advisors
Alabama
$6.67M