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WisdomTree US Quality Growth Fund

134 hedge funds and large institutions have $1.64B invested in WisdomTree US Quality Growth Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

103% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

17% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$233M)

17% more funds holding

Funds holding: 115134 (+19)

2.88% less ownership

Funds ownership: 80.24%77.36% (-2.9%)

Holders
134
Holders Change
+19
Holders Change %
+16.52%
% of All Funds
1.63%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
27
Increased
65
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
tru Independence
Oregon
$10.8M +$252K +4,313 +2%
UBS Group
27
UBS Group
Switzerland
$10.3M +$1.43M +24,395 +16%
OPWM
28
Oxinas Partners Wealth Management
Indiana
$10.2M +$180K +3,073 +2%
SIS
29
Sound Income Strategies
Florida
$9.87M +$3.78M +64,594 +63%
Raymond James Financial
30
Raymond James Financial
Florida
$8.94M +$491K +8,403 +6%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$8.47M +$4M +68,354 +90%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$8.08M -$638K -10,912 -7%
CIA
33
Concurrent Investment Advisors
Florida
$6.06M +$43.6K +746 +0.7%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$5.83M +$5.57M +95,260 +2,323%
VPW
35
Vericrest Private Wealth
Pennsylvania
$5.81M +$5.79M +98,966 New
NS
36
NBC Securities
Alabama
$5.16M +$37.7K +645 +0.7%
Ameriprise
37
Ameriprise
Minnesota
$5.06M -$677K -11,569 -12%
SS
38
Sunbelt Securities
Texas
$4.84M -$49.3K -843 -1%
KWM
39
Kingsview Wealth Management
Oregon
$4.43M +$32.2K +550 +0.7%
AC
40
Avestar Capital
New York
$4.21M +$819 +14 +0%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$4.14M +$709K +12,132 +21%
FHA
42
Flagship Harbor Advisors
Massachusetts
$3.6M +$19.8K +338 +0.6%
MOS
43
MGO One Seven
Ohio
$3.56M +$214K +3,654 +6%
HA
44
Herold Advisors
New York
$3.24M +$183K +3,132 +6%
CFCI
45
Comprehensive Financial Consultants Institutional
Indiana
$2.72M +$61.6K +1,054 +2%
TCM
46
TD Capital Management
Tennessee
$2.7M +$303K +5,184 +13%
EH
47
Equitable Holdings
New York
$2.55M +$348K +5,956 +16%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.27M -$60.1K -1,027 -3%
RA
49
RFG Advisory
Alabama
$2.19M +$206K +3,522 +10%
SF
50
Summit Financial
New Jersey
$2.04M -$33.7K -577 -2%