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WisdomTree US Quality Growth Fund

59 hedge funds and large institutions have $355M invested in WisdomTree US Quality Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
32
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.01M +$183K +4,092 +22%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$925K +$102K +2,266 +12%
Morgan Stanley
28
Morgan Stanley
New York
$905K +$903K +20,136 +41,094%
MML Investors Services
29
MML Investors Services
Massachusetts
$735K +$125K +2,796 +21%
EWA
30
Etesian Wealth Advisors
Oregon
$723K +$723K +16,127 New
GVAG
31
Great Valley Advisor Group
Delaware
$638K +$332K +7,401 +108%
LMKC
32
L.M. Kohn & Company
Ohio
$602K +$373K +8,311 +163%
TCM
33
TD Capital Management
Tennessee
$594K +$129K +2,887 +28%
HI
34
Harbour Investments
Wisconsin
$568K +$153K +3,405 +37%
DZ Bank
35
DZ Bank
Germany
$461K
MFA
36
Millington Financial Advisors
Illinois
$414K -$2.91K -65 -0.7%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$354K +$38.1K +850 +12%
HHGA
38
Halbert Hargrove Global Advisors
California
$345K -$9.95K -222 -3%
Brown Advisory
39
Brown Advisory
Maryland
$311K +$311K +6,932 New
DAS
40
Dynamic Advisor Solutions
Arizona
$278K +$7.85K +175 +3%
DOA
41
D'Orazio & Associates
Virginia
$272K +$1.35K +30 +0.5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$270K +$270K +6,025 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$242K -$264K -5,894 -52%
Jane Street
44
Jane Street
New York
$241K -$403K -8,980 -63%
EH
45
Equitable Holdings
New York
$240K +$240K +5,349 New
AAS
46
Avantax Advisory Services
Texas
$224K +$224K +5,000 New
FWP
47
Falcon Wealth Planning
California
$223K +$223K +4,985 New
BFA
48
Beacon Financial Advisory
Ohio
$204K +$204K +4,553 New
DWM
49
Drive Wealth Management
Utah
$203K +$203K +4,526 New
CA
50
CoreCap Advisors
Michigan
$97.6K +$20.7K +462 +27%