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WisdomTree US Quality Growth Fund

111 hedge funds and large institutions have $1.41B invested in WisdomTree US Quality Growth Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$235M
HighTower Advisors
2
HighTower Advisors
Illinois
$193M
TPI
3
Trust Point Inc
Wisconsin
$151M
LPL Financial
4
LPL Financial
California
$148M
Morgan Stanley
5
Morgan Stanley
New York
$130M
Bank of America
6
Bank of America
North Carolina
$88.7M
RW
7
RVW Wealth
California
$66.8M
PAG
8
Private Advisor Group
New Jersey
$51.7M
PWMG
9
Prestige Wealth Management Group
New Jersey
$22M
CAP
10
Columbia Advisory Partners
Washington
$20.8M
LFA
11
Legacy Financial Advisors
Kentucky
$19.9M
RDFA
12
Ritter Daniher Financial Advisory
Ohio
$18.1M
GWSG
13
GPS Wealth Strategies Group
Colorado
$17.3M
IA
14
Insight Advisors
Pennsylvania
$15.8M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.4M
SAM
16
Smartleaf Asset Management
Massachusetts
$14.7M
EWA
17
Etesian Wealth Advisors
Oregon
$14.4M
KAS
18
Kestra Advisory Services
Texas
$14.3M
FZCM
19
Flynn Zito Capital Management
New York
$12.4M
AI
20
Atria Investments
North Carolina
$11.1M
TI
21
tru Independence
Oregon
$10.3M
OPWM
22
Oxinas Partners Wealth Management
Indiana
$9.83M
UBS Group
23
UBS Group
Switzerland
$8.68M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.53M
Raymond James Financial
25
Raymond James Financial
Florida
$8.26M