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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

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

0% more funds holding

Funds holding: 767769 (+2)

0.14% less ownership

Funds ownership: 77.82%77.68% (-0.14%)

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
+2
Holders Change %
+0.26%
% of All Funds
9.47%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
0.97%
New
57
Increased
270
Reduced
301
Closed
44
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
DBFM
201
Dickmeyer Boyce Financial Management
Indiana
$4.64M +$4.8M +52,813 New
BMCM
202
Burns Matteson Capital Management
New York
$4.59M +$34.6K +380 +0.7%
CCG
203
Catalina Capital Group
California
$4.56M -$19.1K -210 -0.4%
CL
204
Choreo LLC
Illinois
$4.5M -$3.46K -38 -0.1%
FA
205
Fermata Advisors
California
$4.45M -$570K -6,271 -11%
VAS
206
Vestmark Advisory Solutions
Massachusetts
$4.4M +$353K +3,880 +8%
ASN
207
Advisory Services Network
Georgia
$4.39M -$1.15M -12,646 -20%
CWA
208
Crux Wealth Advisors
California
$4.35M -$58.4K -642 -1%
HTC
209
Haverford Trust Company
Pennsylvania
$4.32M +$561K +6,165 +14%
SF
210
Summit Financial
New Jersey
$4.31M +$528K +5,803 +13%
FNT
211
First National Trust
Pennsylvania
$4.28M -$629K -6,916 -12%
AWM
212
Aries Wealth Management
Maine
$4.27M -$165K -1,818 -4%
FFS
213
Founders Financial Securities
Maryland
$4.27M +$74.9K +824 +2%
CNBTD
214
Citizens National Bank Trust Department
Mississippi
$4.15M -$119K -1,307 -3%
SVWA
215
Sarver Vrooman Wealth Advisors
Missouri
$4.12M -$143K -1,578 -3%
WA
216
Winter & Associates
Minnesota
$4.03M -$807K -8,872 -16%
VCM
217
Vines Capital Management
Louisiana
$3.93M +$44.4K +488 +1%
PWM
218
Perigon Wealth Management
California
$3.92M -$24.6K -271 -0.6%
WWA
219
Wingate Wealth Advisors
Massachusetts
$3.92M +$221K +2,427 +6%
First Trust Advisors
220
First Trust Advisors
Illinois
$3.9M +$165K +1,816 +4%
PAG
221
Powers Advisory Group
Illinois
$3.89M +$343K +3,776 +9%
FCM
222
Family Capital Management
Michigan
$3.88M -$6.47M -71,106 -62%
WPC
223
Wedmont Private Capital
Pennsylvania
$3.88M +$23.9K +263 +0.6%
LF
224
Lantz Financial
Illinois
$3.82M +$6.46K +71 +0.2%
AQR Capital Management
225
AQR Capital Management
Connecticut
$3.79M +$1.42M +15,628 +57%