We are live on ! Find out more
DGRW icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$5.82M
CCFM
177
Clear Creek Financial Management
Washington
$5.76M
PFS
178
Prospera Financial Services
Texas
$5.64M
MPW
179
Melone Private Wealth
Michigan
$5.63M
PFA
180
Perryman Financial Advisory
Texas
$5.6M
OC
181
Oppenheimer & Co
New York
$5.6M
NS
182
NBC Securities
Alabama
$5.55M
FWA
183
Flagship Wealth Advisors
Massachusetts
$5.39M
JWCA
184
J.W. Cole Advisors
Florida
$5.29M
GWM
185
GSB Wealth Management
Connecticut
$5.27M
KDA
186
Kraft Davis & Associates
Missouri
$5.27M
HGA
187
Hobbs Group Advisors
South Carolina
$5.25M
GT
188
Glenmede Trust
Pennsylvania
$5.17M
EFH
189
Eaton Financial Holdings
Florida
$5.13M
PAS
190
Park Avenue Securities
New York
$5.12M
CFA
191
Cahill Financial Advisors
Minnesota
$5.11M
FPAS
192
Focus Partners Advisor Solutions
Missouri
$4.95M
MF
193
Meridian Financial
Massachusetts
$4.94M
DAS
194
Dynamic Advisor Solutions
Arizona
$4.94M
SWM
195
SeaCrest Wealth Management
New York
$4.91M
REMPR
196
Roof Eidam Maycock Peralta (REMP)
California
$4.88M
PPWM
197
Premier Private Wealth Management
Florida
$4.7M
JSL
198
JT Stratford LLC
Georgia
$4.7M
Goldman Sachs
199
Goldman Sachs
New York
$4.67M
AFP
200
Ausdal Financial Partners
Iowa
$4.66M