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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

707 hedge funds and large institutions have $11.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 279 increasing their positions, 257 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6.42% less ownership

Funds ownership: 77.08%70.66% (-6.4%)

13% less funds holding in top 10

Funds holding in top 10: 8372 (-11)

53% less call options, than puts

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

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$240K
Puts
$516K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
176
White Pine Investment Company
Michigan
$6.37M
Brown Advisory
177
Brown Advisory
Maryland
$6.34M
AWP
178
Axis Wealth Partners
Rhode Island
$6.31M
AA
179
Ancora Advisors
Ohio
$6.2M
FRA
180
FFG Retirement Advisors
Colorado
$6.08M
HGA
181
Hobbs Group Advisors
South Carolina
$5.94M
KWA
182
Kingswood Wealth Advisors
California
$5.9M
RIA
183
Regal Investment Advisors
Michigan
$5.74M
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$5.66M
EFA
185
Evernest Financial Advisors
Indiana
$5.62M
NS
186
NBC Securities
Alabama
$5.59M
KAS
187
KPP Advisory Services
Kentucky
$5.58M
ASN
188
Advisory Services Network
Georgia
$5.46M
OC
189
Oppenheimer & Co
New York
$5.43M
AFP
190
Ausdal Financial Partners
Iowa
$5.4M
AIM
191
Archer Investment Management
Texas
$5.36M
JWCA
192
J.W. Cole Advisors
Florida
$5.35M
GIM
193
Glenmede Investment Management
Pennsylvania
$5.33M
FNT
194
First National Trust
Pennsylvania
$5.32M
CIAS
195
Capital Investment Advisory Services
North Carolina
$5.26M
TNB
196
Thomasville National Bank
Georgia
$5.21M
FA
197
Fermata Advisors
California
$5.18M
CCG
198
Catalina Capital Group
California
$5.06M
REMPR
199
Roof Eidam Maycock Peralta (REMP)
California
$4.99M
SWM
200
SeaCrest Wealth Management
New York
$4.96M