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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
CFCI
51
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$95.4K +1,671 +4%
SF
52
Summit Financial
New Jersey
$2.5M +$690K +12,089 +35%
Ameriprise
53
Ameriprise
Minnesota
$2.25M -$2.52M -44,176 -51%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.18M +$1.08M +18,836 +86%
TWM
55
TopTier Wealth Management
Wisconsin
$2.08M +$335K +5,875 +18%
HI
56
Harbour Investments
Wisconsin
$2.05M +$336K +5,877 +18%
KAS
57
KPP Advisory Services
Kentucky
$2.03M +$250K +4,380 +13%
RA
58
RFG Advisory
Alabama
$2.01M +$9.82K +172 +0.5%
AA
59
Armis Advisers
Georgia
$1.99M -$59.6K -1,043 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.61M +$229K +4,013 +15%
BCG
61
Bravias Capital Group
New Jersey
$1.55M -$140K -2,460 -8%
GIA
62
Gladstone Institutional Advisory
Florida
$1.49M +$196K +3,431 +14%
SA
63
Sanctuary Advisors
Indiana
$1.39M +$109K +1,916 +8%
GVAG
64
Great Valley Advisor Group
Delaware
$1.25M +$10.6K +186 +0.8%
GWP
65
Gateway Wealth Partners
Wisconsin
$1.19M +$598K +10,473 +89%
CW
66
CreativeOne Wealth
Kansas
$1.12M -$201K -3,526 -14%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.1M +$1.12M +19,653 +1,168%
UAG
68
United Advisor Group
Ohio
$987K +$290K +5,075 +38%
Citadel Advisors
69
Citadel Advisors
Florida
$968K +$733K +12,830 +243%
Jane Street
70
Jane Street
New York
$819K +$645K +11,296 +280%
KPWS
71
Kestra Private Wealth Services
Texas
$813K -$133K -2,331 -13%
FF
72
Farrell Financial
New York
$787K +$164K +2,879 +24%
SWP
73
Stratos Wealth Partners
Ohio
$771K +$357K +6,251 +76%
TFM
74
Trademark Financial Management
Minnesota
$770K -$18.4K -322 -2%
CFD
75
Creative Financial Designs
Indiana
$768K +$15.5K +271 +2%