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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

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

Holders
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
Renaissance Technologies
176
Renaissance Technologies
New York
$6.56M
FWA
177
Flagship Wealth Advisors
Massachusetts
$6.53M
GWP
178
Gateway Wealth Partners
Wisconsin
$6.47M
WPIC
179
White Pine Investment Company
Michigan
$6.37M
Brown Advisory
180
Brown Advisory
Maryland
$6.34M
AWP
181
Axis Wealth Partners
Rhode Island
$6.31M
AA
182
Ancora Advisors
Ohio
$6.2M
FRA
183
FFG Retirement Advisors
Colorado
$6.08M
HGA
184
Hobbs Group Advisors
South Carolina
$5.94M
KWA
185
Kingswood Wealth Advisors
California
$5.9M
RIA
186
Regal Investment Advisors
Michigan
$5.74M
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$5.66M
EFA
188
Evernest Financial Advisors
Indiana
$5.62M
NS
189
NBC Securities
Alabama
$5.59M
KAS
190
KPP Advisory Services
Kentucky
$5.58M
ASN
191
Advisory Services Network
Georgia
$5.46M
OC
192
Oppenheimer & Co
New York
$5.43M
AFP
193
Ausdal Financial Partners
Iowa
$5.4M
AIM
194
Archer Investment Management
Texas
$5.36M
JWCA
195
J.W. Cole Advisors
Florida
$5.35M
GIM
196
Glenmede Investment Management
Pennsylvania
$5.33M
FNT
197
First National Trust
Pennsylvania
$5.32M
CIAS
198
Capital Investment Advisory Services
North Carolina
$5.26M
TNB
199
Thomasville National Bank
Georgia
$5.21M
FA
200
Fermata Advisors
California
$5.18M