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WisdomTree US Quality Growth Fund

95 hedge funds and large institutions have $694M invested in WisdomTree US Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.77M
NS
27
NBC Securities
Alabama
$3.4M
FHA
28
Flagship Harbor Advisors
Massachusetts
$2.97M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.83M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.78M
TWP
31
Tempus Wealth Planning
California
$2.54M
HA
32
Herold Advisors
New York
$2.31M
KWM
33
Kingsview Wealth Management
Oregon
$2.12M
CFCI
34
Comprehensive Financial Consultants Institutional
Indiana
$1.87M
MOS
35
MGO One Seven
Ohio
$1.68M
LMKC
36
L.M. Kohn & Company
Ohio
$1.68M
AA
37
Armis Advisers
Georgia
$1.68M
Osaic Holdings
38
Osaic Holdings
Arizona
$1.67M
KPWS
39
Kestra Private Wealth Services
Texas
$1.56M
RA
40
RFG Advisory
Alabama
$1.42M
CW
41
CreativeOne Wealth
Kansas
$1.21M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.08M
TCM
43
TD Capital Management
Tennessee
$1.08M
EH
44
Equitable Holdings
New York
$1.02M
HI
45
Harbour Investments
Wisconsin
$1.01M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$887K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$814K
GVAG
48
Great Valley Advisor Group
Delaware
$766K
GIA
49
Gladstone Institutional Advisory
Florida
$689K
IWM
50
IHT Wealth Management
Illinois
$686K