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WisdomTree International Quality Dividend Growth Fund

139 hedge funds and large institutions have $586M invested in WisdomTree International Quality Dividend Growth Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1% more funds holding

Funds holding: 137139 (+2)

1% more ownership

Funds ownership: 78.37%79.36% (+1%)

1% more capital invested

Capital invested by funds: $583M → $586M (+$3.51M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
61
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$93.9M -$2.52M -62,311 -3%
Morgan Stanley
2
Morgan Stanley
New York
$78.9M -$1.12M -27,794 -1%
AC
3
AlphaCore Capital
California
$45.5M +$44.3M +1,097,634 +1,097,634%
LPL Financial
4
LPL Financial
California
$42.7M +$83.8K +2,075 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.7M -$1.73M -42,940 -5%
UBS Group
6
UBS Group
Switzerland
$25.1M +$739K +18,300 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$24.6M +$671K +16,634 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$23M +$887K +21,969 +4%
RWP
9
Revolve Wealth Partners
New Jersey
$19.4M +$303K +7,517 +2%
CA
10
CGN Advisors
Kansas
$18.6M -$2.79M -69,200 -13%
OCM
11
One Capital Management
California
$15.4M -$9.83M -243,408 -40%
Citadel Advisors
12
Citadel Advisors
Florida
$10.8M +$9.53M +236,061 +983%
PCIA
13
Prime Capital Investment Advisors
Kansas
$9.31M +$52K +1,288 +0.6%
MFG
14
Merit Financial Group
Georgia
$8.85M +$8.61M +213,386 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$7.54M +$770K +19,083 +12%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$6.94M +$878K +21,751 +15%
VWM
17
Venturi Wealth Management
Texas
$6.85M +$8.6K +213 +0.1%
PPWP
18
Premier Path Wealth Partners
New Jersey
$6.18M -$361K -8,941 -6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$5.77M +$3.95M +97,976 +238%
CIM
20
Catalyst Investment Management
New Hampshire
$5.77M +$5.61M +139,017 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.76M +$1.07M +26,520 +24%
JSW
22
Journey Strategic Wealth
New Jersey
$4.88M -$1.57M -38,983 -25%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.7M +$3.68M +91,161 +413%
Corient Private Wealth
24
Corient Private Wealth
Florida
$4.69M +$5.85M +144,896 +184%
KCM
25
Kathmere Capital Management
Pennsylvania
$4.46M -$63.9K -1,584 -1%