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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

715 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 45 funds opening new positions, 282 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:

6.02% less ownership

Funds ownership: 77.24%71.22% (-6%)

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
715
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
REMPR
201
Roof Eidam Maycock Peralta (REMP)
California
$4.99M
SWM
202
SeaCrest Wealth Management
New York
$4.96M
CWA
203
Crux Wealth Advisors
California
$4.9M
PAS
204
Park Avenue Securities
New York
$4.87M
CL
205
Choreo LLC
Illinois
$4.77M
JSL
206
JT Stratford LLC
Georgia
$4.72M
STA
207
Summit Trail Advisors
New York
$4.59M
AWM
208
Aries Wealth Management
Maine
$4.57M
BMCM
209
Burns Matteson Capital Management
New York
$4.57M
CWA
210
Continuum Wealth Advisors
New York
$4.56M
Fidelity Investments
211
Fidelity Investments
Massachusetts
$4.55M
TRCT
212
Tower Research Capital (TRC)
New York
$4.42M
GS
213
GTS Securities
New York
$4.42M
OWA
214
ORBA Wealth Advisors
Illinois
$4.37M
CNBTD
215
Citizens National Bank Trust Department
Mississippi
$4.35M
DAS
216
Dynamic Advisor Solutions
Arizona
$4.34M
ECA
217
Elevation Capital Advisory
Oregon
$4.29M
GWM
218
GSB Wealth Management
Connecticut
$4.22M
WWM
219
Waterway Wealth Management
Texas
$4.12M
NF
220
Nikulski Financial
Iowa
$4.09M
MCC
221
Money Concepts Capital
Florida
$4.08M
LSA
222
Lansing Street Advisors
Pennsylvania
$4.06M
RA
223
RFG Advisory
Alabama
$4.01M
VIP
224
Viewpoint Investment Partners
Alberta, Canada
$3.98M
PWM
225
Perigon Wealth Management
California
$3.95M