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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
FWA
176
Flagship Wealth Advisors
Massachusetts
$6.53M
GWP
177
Gateway Wealth Partners
Wisconsin
$6.47M
WPIC
178
White Pine Investment Company
Michigan
$6.37M
Brown Advisory
179
Brown Advisory
Maryland
$6.34M
AWP
180
Axis Wealth Partners
Rhode Island
$6.31M
AA
181
Ancora Advisors
Ohio
$6.2M
FRA
182
FFG Retirement Advisors
Colorado
$6.08M
HGA
183
Hobbs Group Advisors
South Carolina
$5.94M
KWA
184
Kingswood Wealth Advisors
California
$5.9M
RIA
185
Regal Investment Advisors
Michigan
$5.74M
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$5.66M
EFA
187
Evernest Financial Advisors
Indiana
$5.62M
NS
188
NBC Securities
Alabama
$5.59M
KAS
189
KPP Advisory Services
Kentucky
$5.58M
ASN
190
Advisory Services Network
Georgia
$5.46M
OC
191
Oppenheimer & Co
New York
$5.43M
AFP
192
Ausdal Financial Partners
Iowa
$5.4M
AIM
193
Archer Investment Management
Texas
$5.36M
JWCA
194
J.W. Cole Advisors
Florida
$5.35M
GIM
195
Glenmede Investment Management
Pennsylvania
$5.33M
FNT
196
First National Trust
Pennsylvania
$5.32M
CIAS
197
Capital Investment Advisory Services
North Carolina
$5.26M
TNB
198
Thomasville National Bank
Georgia
$5.21M
FA
199
Fermata Advisors
California
$5.18M
CCG
200
Catalina Capital Group
California
$5.06M