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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731723 (-8)

5.91% less ownership

Funds ownership: 77.27%71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 8373 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
201
Catalina Capital Group
California
$5.06M -$426K -4,917 -8%
REMPR
202
Roof Eidam Maycock Peralta (REMP)
California
$4.99M -$842K -9,711 -15%
SWM
203
SeaCrest Wealth Management
New York
$4.96M +$561K +6,468 +13%
CWA
204
Crux Wealth Advisors
California
$4.9M -$122K -1,402 -2%
PAS
205
Park Avenue Securities
New York
$4.87M -$46.2K -533 -1%
CL
206
Choreo LLC
Illinois
$4.77M -$31.4K -362 -0.7%
JSL
207
JT Stratford LLC
Georgia
$4.72M +$59.8K +689 +1%
STA
208
Summit Trail Advisors
New York
$4.59M +$10.6K +122 +0.2%
AWM
209
Aries Wealth Management
Maine
$4.57M -$17.6K -203 -0.4%
BMCM
210
Burns Matteson Capital Management
New York
$4.57M +$483K +5,566 +12%
CWA
211
Continuum Wealth Advisors
New York
$4.56M -$41.2K -475 -0.9%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$4.55M +$111K +1,275 +3%
TRCT
213
Tower Research Capital (TRC)
New York
$4.42M +$3.64M +41,917 +541%
GS
214
GTS Securities
New York
$4.42M +$3.44M +39,673 +398%
OWA
215
ORBA Wealth Advisors
Illinois
$4.37M -$5.55K -64 -0.1%
CNBTD
216
Citizens National Bank Trust Department
Mississippi
$4.35M -$489K -5,643 -10%
DAS
217
Dynamic Advisor Solutions
Arizona
$4.34M +$312K +3,593 +8%
ECA
218
Elevation Capital Advisory
Oregon
$4.29M -$3.49M -40,255 -45%
GWM
219
GSB Wealth Management
Connecticut
$4.22M +$624K +7,196 +18%
WWM
220
Waterway Wealth Management
Texas
$4.12M -$1.53M -17,586 -28%
NF
221
Nikulski Financial
Iowa
$4.09M -$87.8K -1,012 -2%
MCC
222
Money Concepts Capital
Florida
$4.08M +$361K +4,161 +10%
LSA
223
Lansing Street Advisors
Pennsylvania
$4.06M -$73.2K -844 -2%
RA
224
RFG Advisory
Alabama
$4.01M -$216K -2,496 -5%
VIP
225
Viewpoint Investment Partners
Alberta, Canada
$3.98M