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WisdomTree US Quality Growth Fund

99 hedge funds and large institutions have $1.28B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$18.1M
2 -$5.58M
3 -$2.77M
4
AC
Avestar Capital
New York
-$1.93M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$197M
SAF
2
Smith Anglin Financial
Texas
$178M
TPI
3
Trust Point Inc
Wisconsin
$138M
Morgan Stanley
4
Morgan Stanley
New York
$116M
LPL Financial
5
LPL Financial
California
$108M
HighTower Advisors
6
HighTower Advisors
Illinois
$107M
RW
7
RVW Wealth
California
$64.8M
PAG
8
Private Advisor Group
New Jersey
$48.9M
Bank of America
9
Bank of America
North Carolina
$33.5M
PWMG
10
Prestige Wealth Management Group
New Jersey
$20.6M
CAP
11
Columbia Advisory Partners
Washington
$19.3M
LFA
12
Legacy Financial Advisors
Kentucky
$18.6M
RDFA
13
Ritter Daniher Financial Advisory
Ohio
$15.8M
GWSG
14
GPS Wealth Strategies Group
Colorado
$14.9M
IA
15
Insight Advisors
Pennsylvania
$14.5M
KAS
16
Kestra Advisory Services
Texas
$14.4M
SAM
17
Smartleaf Asset Management
Massachusetts
$13.9M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.8M
EWA
19
Etesian Wealth Advisors
Oregon
$11.8M
Raymond James Financial
20
Raymond James Financial
Florida
$10.6M
AI
21
Atria Investments
North Carolina
$10.1M
TI
22
tru Independence
Oregon
$9.25M
OPWM
23
Oxinas Partners Wealth Management
Indiana
$8.83M
UBS Group
24
UBS Group
Switzerland
$8.03M
CIA
25
Concurrent Investment Advisors
Florida
$6.53M