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WisdomTree US Quality Growth Fund

98 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, 27 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
15
Increased
50
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$197M 3,749,620 +407,979 +12%
SAF
2
Smith Anglin Financial
Texas
$178M 3,394,147 +3,394,147 New
TPI
3
Trust Point Inc
Wisconsin
$138M 2,629,916 -344,207 -12%
Morgan Stanley
4
Morgan Stanley
New York
$116M 2,216,823 +1,904,214 +609%
LPL Financial
5
LPL Financial
California
$108M 2,052,718 +502,095 +32%
HighTower Advisors
6
HighTower Advisors
Illinois
$107M 2,039,834 +2,039,834 New
RW
7
RVW Wealth
California
$64.8M 1,233,808 +2,116 +0.2%
PAG
8
Private Advisor Group
New Jersey
$48.9M 930,707 +396,152 +74%
Bank of America
9
Bank of America
North Carolina
$33.5M 638,317 +41,521 +7%
PWMG
10
Prestige Wealth Management Group
New Jersey
$20.6M 391,703 +8,678 +2%
CAP
11
Columbia Advisory Partners
Washington
$19.3M 366,689 +55,125 +18%
LFA
12
Legacy Financial Advisors
Kentucky
$18.6M 354,204 -1,492 -0.4%
RDFA
13
Ritter Daniher Financial Advisory
Ohio
$15.8M 300,470 -10,393 -3%
GWSG
14
GPS Wealth Strategies Group
Colorado
$14.9M 284,339 +17,217 +6%
IA
15
Insight Advisors
Pennsylvania
$14.5M 275,552 +44,097 +19%
KAS
16
Kestra Advisory Services
Texas
$14.4M 274,946 +23,707 +9%
SAM
17
Smartleaf Asset Management
Massachusetts
$13.9M 266,758 +20,104 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.8M 261,679 +69,936 +36%
EWA
19
Etesian Wealth Advisors
Oregon
$11.8M 225,376 +51,063 +29%
Raymond James Financial
20
Raymond James Financial
Florida
$10.6M 200,992 -106,230 -35%
AI
21
Atria Investments
North Carolina
$10.1M 191,816 +4,645 +2%
TI
22
tru Independence
Oregon
$9.25M 176,087 -1,051 -0.6%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$8.83M 168,106 -1,512 -0.9%
UBS Group
24
UBS Group
Switzerland
$8.03M 152,856 +32,882 +27%
CIA
25
Concurrent Investment Advisors
Florida
$6.53M 124,271 -11,659 -9%