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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

769 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, 270 increasing their positions, 301 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

4% less capital invested

Capital invested by funds: $12.5B → $12B (-$478M)

10% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 301

Holders
769
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$5.82M -$1.46K -16 -0%
CCFM
177
Clear Creek Financial Management
Washington
$5.76M +$1.7M +18,732 +40%
PFS
178
Prospera Financial Services
Texas
$5.64M -$1.84M -20,260 -24%
MPW
179
Melone Private Wealth
Michigan
$5.63M +$108K +1,188 +2%
PFA
180
Perryman Financial Advisory
Texas
$5.6M +$90.3K +993 +2%
OC
181
Oppenheimer & Co
New York
$5.6M +$38.3K +421 +0.7%
NS
182
NBC Securities
Alabama
$5.55M +$410K +4,514 +8%
FWA
183
Flagship Wealth Advisors
Massachusetts
$5.39M -$1.47M -16,218 -20%
JWCA
184
J.W. Cole Advisors
Florida
$5.29M -$33.7K -371 -0.6%
GWM
185
GSB Wealth Management
Connecticut
$5.27M +$585K +6,438 +12%
KDA
186
Kraft Davis & Associates
Missouri
$5.27M -$833K -9,166 -14%
HGA
187
Hobbs Group Advisors
South Carolina
$5.25M -$89K -979 -2%
GT
188
Glenmede Trust
Pennsylvania
$5.17M +$127K +1,399 +2%
EFH
189
Eaton Financial Holdings
Florida
$5.13M -$5.92M -65,130 -53%
PAS
190
Park Avenue Securities
New York
$5.12M +$67.9K +747 +1%
CFA
191
Cahill Financial Advisors
Minnesota
$5.11M -$99.6K -1,095 -2%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$4.95M -$783K -8,615 -13%
MF
193
Meridian Financial
Massachusetts
$4.94M +$640K +7,035 +14%
DAS
194
Dynamic Advisor Solutions
Arizona
$4.94M +$242K +2,658 +5%
SWM
195
SeaCrest Wealth Management
New York
$4.91M -$110K -1,205 -2%
REMPR
196
Roof Eidam Maycock Peralta (REMP)
California
$4.88M -$2K -22 -0%
PPWM
197
Premier Private Wealth Management
Florida
$4.7M -$2.09M -22,952 -30%
JSL
198
JT Stratford LLC
Georgia
$4.7M +$121K +1,327 +3%
Goldman Sachs
199
Goldman Sachs
New York
$4.67M +$374K +4,109 +8%
AFP
200
Ausdal Financial Partners
Iowa
$4.66M -$462K -5,086 -9%