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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
CWA
201
Crux Wealth Advisors
California
$4.9M
PAS
202
Park Avenue Securities
New York
$4.87M
CL
203
Choreo LLC
Illinois
$4.77M
JSL
204
JT Stratford LLC
Georgia
$4.72M
STA
205
Summit Trail Advisors
New York
$4.59M
AWM
206
Aries Wealth Management
Maine
$4.57M
BMCM
207
Burns Matteson Capital Management
New York
$4.57M
CWA
208
Continuum Wealth Advisors
New York
$4.56M
Fidelity Investments
209
Fidelity Investments
Massachusetts
$4.55M
TRCT
210
Tower Research Capital (TRC)
New York
$4.42M
GS
211
GTS Securities
New York
$4.42M
OWA
212
ORBA Wealth Advisors
Illinois
$4.37M
CNBTD
213
Citizens National Bank Trust Department
Mississippi
$4.35M
DAS
214
Dynamic Advisor Solutions
Arizona
$4.34M
ECA
215
Elevation Capital Advisory
Oregon
$4.29M
GWM
216
GSB Wealth Management
Connecticut
$4.22M
WWM
217
Waterway Wealth Management
Texas
$4.12M
NF
218
Nikulski Financial
Iowa
$4.09M
MCC
219
Money Concepts Capital
Florida
$4.08M
LSA
220
Lansing Street Advisors
Pennsylvania
$4.06M
RA
221
RFG Advisory
Alabama
$4.01M
VIP
222
Viewpoint Investment Partners
Alberta, Canada
$3.98M
PWM
223
Perigon Wealth Management
California
$3.95M
FFS
224
Founders Financial Securities
Maryland
$3.91M
MF
225
Meridian Financial
Massachusetts
$3.91M