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WisdomTree US Quality Growth Fund

150 hedge funds and large institutions have $1.72B invested in WisdomTree US Quality Growth Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 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

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

12% more funds holding

Funds holding: 134150 (+16)

5.15% more ownership

Funds ownership: 77.36%82.51% (+5.1%)

5% more capital invested

Capital invested by funds: $1.64B → $1.72B (+$80.1M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
27
Increased
77
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
26
Flynn Zito Capital Management
New York
$12.6M +$1.27M +22,274 +10%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$3.59M +62,801 +43%
SIS
28
Sound Income Strategies
Florida
$11M +$2.03M +35,586 +21%
TI
29
tru Independence
Oregon
$10.6M +$893K +15,641 +9%
GP
30
GLR Partners
Maryland
$10.5M +$11.3M +197,213 New
AI
31
Atria Investments
North Carolina
$10.3M -$166K -2,904 -1%
OPWM
32
Oxinas Partners Wealth Management
Indiana
$9.92M +$637K +11,162 +6%
US Bancorp
33
US Bancorp
Minnesota
$9.72M +$10.4M +181,949 New
CWM
34
Centurion Wealth Management
Virginia
$5.99M +$6.41M +112,201 New
VPW
35
Vericrest Private Wealth
Pennsylvania
$5.88M +$631K +11,043 +11%
NS
36
NBC Securities
Alabama
$5.82M +$1.2M +20,995 +24%
WWM
37
Western Wealth Management
Colorado
$4.91M +$4.39M +76,974 +515%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.78M +$1.08M +18,869 +27%
SS
39
Sunbelt Securities
Texas
$4.3M -$123K -2,155 -3%
KWM
40
Kingsview Wealth Management
Oregon
$3.97M -$68.3K -1,196 -2%
AC
41
Avestar Capital
New York
$3.92M +$88.9K +1,557 +2%
EH
42
Equitable Holdings
New York
$3.77M +$1.19M +20,786 +48%
MOS
43
MGO One Seven
Ohio
$3.57M +$346K +6,063 +10%
FHA
44
Flagship Harbor Advisors
Massachusetts
$3.39M +$125K +2,185 +4%
HA
45
Herold Advisors
New York
$3.24M +$311K +5,444 +10%
FAM
46
Formidable Asset Management
Ohio
$3.22M +$1.57M +27,483 +100%
GSWM
47
Golden State Wealth Management
California
$2.91M +$3.05M +53,345 +4,647%
AWA
48
Arkadios Wealth Advisors
Georgia
$2.89M +$2.58M +45,100 +498%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.79M +$1.04M +18,302 +54%
TCM
50
TD Capital Management
Tennessee
$2.61M +$164K +2,872 +6%