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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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.4B -$350M -4,032,584 -20%
LPL Financial
2
LPL Financial
California
$1.1B -$8.56M -98,733 -0.8%
Bank of America
3
Bank of America
North Carolina
$1.07B -$38M -438,147 -4%
Morgan Stanley
4
Morgan Stanley
New York
$755M -$16.4M -189,280 -2%
Ameriprise
5
Ameriprise
Minnesota
$634M +$16M +183,937 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$305M -$10.1M -116,673 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$259M +$5.68M +65,514 +2%
UBS Group
8
UBS Group
Switzerland
$226M +$8.91M +102,758 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$218M +$42.9M +494,716 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$203M +$13.3M +153,582 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$150M +$1.29M +14,849 +0.9%
Wells Fargo
12
Wells Fargo
California
$141M -$1.49M -17,174 -1%
PAG
13
Private Advisor Group
New Jersey
$134M +$18.8M +217,275 +17%
PCIA
14
Prime Capital Investment Advisors
Kansas
$124M -$653K -7,524 -0.5%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$115M +$72.5K +836 +0.1%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$109M +$5.64M +64,999 +6%
HNB
17
Huntington National Bank
Ohio
$105M
SPIA
18
Steward Partners Investment Advisory
New York
$97.6M +$4.45M +51,351 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$96.8M -$33.1M -381,256 -26%
WA
20
Waddell & Associates
Tennessee
$87M +$2.78M +32,060 +3%
SIM
21
Stratos Investment Management
Ohio
$80.3M +$2.4M +27,630 +3%
LFG
22
Larson Financial Group
Missouri
$79.6M +$22.3M +256,599 +40%
CCA
23
Clearwater Capital Advisors
Illinois
$78.9M +$972K +11,202 +1%
BFG
24
Bouchey Financial Group
New York
$77M -$78.7K -907 -0.1%
GWS
25
Glassman Wealth Services
Virginia
$74.4M +$344K +3,970 +0.5%