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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 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 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-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
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
176
Renaissance Technologies
New York
$6.56M +$5.16M +59,500 +419%
FWA
177
Flagship Wealth Advisors
Massachusetts
$6.53M +$184K +2,117 +3%
GWP
178
Gateway Wealth Partners
Wisconsin
$6.47M +$45.7K +527 +0.7%
WPIC
179
White Pine Investment Company
Michigan
$6.37M -$6.42K -74 -0.1%
Brown Advisory
180
Brown Advisory
Maryland
$6.34M +$643K +7,417 +12%
AWP
181
Axis Wealth Partners
Rhode Island
$6.31M +$257K +2,966 +4%
AA
182
Ancora Advisors
Ohio
$6.2M -$104K -1,202 -2%
FRA
183
FFG Retirement Advisors
Colorado
$6.08M +$286K +3,298 +5%
HGA
184
Hobbs Group Advisors
South Carolina
$5.94M -$490K -5,655 -8%
KWA
185
Kingswood Wealth Advisors
California
$5.9M +$5.75M +66,314 New
RIA
186
Regal Investment Advisors
Michigan
$5.74M +$5.6M +64,534 New
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$5.66M +$5.4M +62,308 +4,838%
EFA
188
Evernest Financial Advisors
Indiana
$5.62M +$45.4K +523 +0.8%
NS
189
NBC Securities
Alabama
$5.59M +$451K +5,196 +9%
KAS
190
KPP Advisory Services
Kentucky
$5.58M -$2.41M -27,743 -31%
ASN
191
Advisory Services Network
Georgia
$5.46M +$92K +1,061 +2%
OC
192
Oppenheimer & Co
New York
$5.43M +$139K +1,598 +3%
AFP
193
Ausdal Financial Partners
Iowa
$5.4M +$53K +611 +1%
AIM
194
Archer Investment Management
Texas
$5.36M +$163K +1,883 +3%
JWCA
195
J.W. Cole Advisors
Florida
$5.35M +$27.2K +314 +0.5%
GIM
196
Glenmede Investment Management
Pennsylvania
$5.33M -$10.4K -120 -0.2%
FNT
197
First National Trust
Pennsylvania
$5.32M -$6.68M -77,032 -56%
CIAS
198
Capital Investment Advisory Services
North Carolina
$5.26M -$5.46K -63 -0.1%
TNB
199
Thomasville National Bank
Georgia
$5.21M -$95.5K -1,101 -2%
FA
200
Fermata Advisors
California
$5.18M +$1.05M +12,125 +26%