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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

758 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 95 funds opening new positions, 280 increasing their positions, 251 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
FG
151
Fiduciary Group
Georgia
$8.68M
PCG
152
Prosperity Consulting Group
Maryland
$8.68M
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$8.64M
FFA
154
Founders Financial Alliance
North Carolina
$8.33M
FFA
155
Farther Finance Advisors
California
$8.21M
GWP
156
Gateway Wealth Partners
Wisconsin
$8.07M
NWS
157
Nvest Wealth Strategies
Ohio
$8M
Baird Financial Group
158
Baird Financial Group
Wisconsin
$7.99M
P
159
&Partners
Tennessee
$7.7M
AFG
160
Albion Financial Group
Utah
$7.63M
GPW
161
Gray Private Wealth
Massachusetts
$7.59M
PFS
162
Prospera Financial Services
Texas
$7.56M
PWM
163
PMG Wealth Management
Illinois
$7.53M
LPAM
164
Lodestar Private Asset Management
California
$7.43M
AA
165
Ancora Advisors
Ohio
$7.33M
HCM
166
Howard Capital Management
Georgia
$7.23M
RWM
167
Riverbend Wealth Management
South Carolina
$7.23M
FWA
168
Flagship Wealth Advisors
Massachusetts
$7.2M
PPWM
169
Premier Private Wealth Management
Florida
$7.04M
BI
170
Berkeley Inc
Idaho
$6.9M
LWM
171
Latko Wealth Management
Illinois
$6.89M
WA
172
Waverly Advisors
Alabama
$6.67M
Brown Advisory
173
Brown Advisory
Maryland
$6.63M
WPIC
174
White Pine Investment Company
Michigan
$6.42M
AWP
175
Axis Wealth Partners
Rhode Island
$6.42M