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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$386K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBFM
201
Dickmeyer Boyce Financial Management
Indiana
$4.64M
BMCM
202
Burns Matteson Capital Management
New York
$4.59M
CCG
203
Catalina Capital Group
California
$4.56M
CL
204
Choreo LLC
Illinois
$4.5M
FA
205
Fermata Advisors
California
$4.45M
VAS
206
Vestmark Advisory Solutions
Massachusetts
$4.4M
ASN
207
Advisory Services Network
Georgia
$4.39M
CWA
208
Crux Wealth Advisors
California
$4.35M
HTC
209
Haverford Trust Company
Pennsylvania
$4.32M
SF
210
Summit Financial
New Jersey
$4.31M
FNT
211
First National Trust
Pennsylvania
$4.28M
AWM
212
Aries Wealth Management
Maine
$4.27M
FFS
213
Founders Financial Securities
Maryland
$4.27M
CNBTD
214
Citizens National Bank Trust Department
Mississippi
$4.15M
SVWA
215
Sarver Vrooman Wealth Advisors
Missouri
$4.12M
WA
216
Winter & Associates
Minnesota
$4.03M
VCM
217
Vines Capital Management
Louisiana
$3.93M
PWM
218
Perigon Wealth Management
California
$3.92M
WWA
219
Wingate Wealth Advisors
Massachusetts
$3.92M
First Trust Advisors
220
First Trust Advisors
Illinois
$3.9M
PAG
221
Powers Advisory Group
Illinois
$3.89M
FCM
222
Family Capital Management
Michigan
$3.88M
WPC
223
Wedmont Private Capital
Pennsylvania
$3.88M
LF
224
Lantz Financial
Illinois
$3.82M
AQR Capital Management
225
AQR Capital Management
Connecticut
$3.79M