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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

764 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, 268 increasing their positions, 300 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$519M)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 300

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
151
&Partners
Tennessee
$7.91M
NWS
152
Nvest Wealth Strategies
Ohio
$7.89M
HI
153
Horizon Investments
North Carolina
$7.83M
MFG
154
Merit Financial Group
Georgia
$7.83M
LWM
155
Latko Wealth Management
Illinois
$7.74M
Baird Financial Group
156
Baird Financial Group
Wisconsin
$7.62M
GPW
157
Gray Private Wealth
Massachusetts
$7.61M
EFG
158
Ethos Financial Group
Pennsylvania
$7.53M
AFG
159
Albion Financial Group
Utah
$7.49M
PWM
160
PMG Wealth Management
Illinois
$7.43M
RWM
161
Riverbend Wealth Management
South Carolina
$7.39M
LPAM
162
Lodestar Private Asset Management
California
$7.17M
FFA
163
Farther Finance Advisors
California
$6.95M
Brown Advisory
164
Brown Advisory
Maryland
$6.7M
GSWM
165
Golden State Wealth Management
California
$6.66M
WPIC
166
White Pine Investment Company
Michigan
$6.5M
AA
167
Ancora Advisors
Ohio
$6.48M
IWM
168
IHT Wealth Management
Illinois
$6.46M
AWP
169
Axis Wealth Partners
Rhode Island
$6.34M
Corient Private Wealth
170
Corient Private Wealth
Florida
$6.24M
WA
171
Waverly Advisors
Alabama
$6.21M
Fidelity Investments
172
Fidelity Investments
Massachusetts
$6.17M
CL
173
CPWA LLC
Oregon
$6.17M
KWA
174
Kingswood Wealth Advisors
California
$6.16M
FRA
175
FFG Retirement Advisors
Colorado
$6.16M