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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

719 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 45 funds opening new positions, 285 increasing their positions, 259 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:

5.92% less ownership

Funds ownership: 77.26%71.34% (-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
719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CCG
201
Catalina Capital Group
California
$5.06M
REMPR
202
Roof Eidam Maycock Peralta (REMP)
California
$4.99M
SWM
203
SeaCrest Wealth Management
New York
$4.96M
CWA
204
Crux Wealth Advisors
California
$4.9M
PAS
205
Park Avenue Securities
New York
$4.87M
CL
206
Choreo LLC
Illinois
$4.77M
JSL
207
JT Stratford LLC
Georgia
$4.72M
STA
208
Summit Trail Advisors
New York
$4.59M
AWM
209
Aries Wealth Management
Maine
$4.57M
BMCM
210
Burns Matteson Capital Management
New York
$4.57M
CWA
211
Continuum Wealth Advisors
New York
$4.56M
Fidelity Investments
212
Fidelity Investments
Massachusetts
$4.55M
TRCT
213
Tower Research Capital (TRC)
New York
$4.42M
GS
214
GTS Securities
New York
$4.42M
OWA
215
ORBA Wealth Advisors
Illinois
$4.37M
CNBTD
216
Citizens National Bank Trust Department
Mississippi
$4.35M
DAS
217
Dynamic Advisor Solutions
Arizona
$4.34M
ECA
218
Elevation Capital Advisory
Oregon
$4.29M
GWM
219
GSB Wealth Management
Connecticut
$4.22M
WWM
220
Waterway Wealth Management
Texas
$4.12M
NF
221
Nikulski Financial
Iowa
$4.09M
MCC
222
Money Concepts Capital
Florida
$4.08M
LSA
223
Lansing Street Advisors
Pennsylvania
$4.06M
RA
224
RFG Advisory
Alabama
$4.01M
VIP
225
Viewpoint Investment Partners
Alberta, Canada
$3.98M