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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

726 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 306 increasing their positions, 228 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$4.95M
AIM
202
Archer Investment Management
Texas
$4.89M
NS
203
NBC Securities
Alabama
$4.83M
CWA
204
Crux Wealth Advisors
California
$4.73M
SMC
205
Smith, Moore & Co
Missouri
$4.7M
PAS
206
Park Avenue Securities
New York
$4.63M
CNBTD
207
Citizens National Bank Trust Department
Mississippi
$4.57M
CL
208
Choreo LLC
Illinois
$4.52M
JSL
209
JT Stratford LLC
Georgia
$4.39M
FFA
210
Founders Financial Alliance
North Carolina
$4.36M
CWA
211
Continuum Wealth Advisors
New York
$4.33M
AWM
212
Aries Wealth Management
Maine
$4.32M
WA
213
Waverly Advisors
Alabama
$4.31M
STA
214
Summit Trail Advisors
New York
$4.31M
Fidelity Investments
215
Fidelity Investments
Massachusetts
$4.18M
OWA
216
ORBA Wealth Advisors
Illinois
$4.12M
SWM
217
SeaCrest Wealth Management
New York
$4.12M
RA
218
RFG Advisory
Alabama
$3.98M
VIP
219
Viewpoint Investment Partners
Alberta, Canada
$3.98M
NF
220
Nikulski Financial
Iowa
$3.93M
LSA
221
Lansing Street Advisors
Pennsylvania
$3.89M
FA
222
Fermata Advisors
California
$3.86M
BMCM
223
Burns Matteson Capital Management
New York
$3.83M
MHS
224
M Holdings Securities
Oregon
$3.81M
DAS
225
Dynamic Advisor Solutions
Arizona
$3.78M