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WisdomTree US Quality Growth Fund

88 hedge funds and large institutions have $540M invested in WisdomTree US Quality Growth Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.17%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
26
Increased
44
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
51
D'Orazio & Associates
Virginia
$476K +$177K +3,598 +59%
MFA
52
Millington Financial Advisors
Illinois
$454K
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$453K +$171K +3,471 +61%
SPC
54
Sigma Planning Corp
Michigan
$429K +$429K +8,713 New
T
55
Tableaux
Massachusetts
$425K +$425K +8,625 New
Brown Advisory
56
Brown Advisory
Maryland
$420K
BCG
57
Bravias Capital Group
New Jersey
$392K +$392K +7,827 New
HHGA
58
Halbert Hargrove Global Advisors
California
$368K -$837 -17 -0.2%
AAS
59
Avantax Advisory Services
Texas
$362K +$98.4K +1,998 +37%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$324K -$81.1K -1,646 -20%
Stifel Financial
61
Stifel Financial
Missouri
$308K -$1.15M -23,379 -79%
LPAM
62
Lodestar Private Asset Management
California
$295K +$77K +1,564 +35%
NA
63
NewEdge Advisors
Louisiana
$257K +$257K +5,222 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$256K +$14.6K +296 +6%
PAS
65
Park Avenue Securities
New York
$254K +$254K +5,154 New
RHP
66
Royal Harbor Partners
Texas
$238K +$238K +4,832 New
FF
67
Farrell Financial
New York
$237K +$237K +4,819 New
AWS
68
Atria Wealth Solutions
New York
$232K +$2.17K +44 +0.9%
BFA
69
Beacon Financial Advisory
Ohio
$224K +$148 +3 +0.1%
CA
70
CoreCap Advisors
Michigan
$222K +$96.6K +1,962 +77%
KAS
71
KPP Advisory Services
Kentucky
$217K +$217K +4,413 New
GWP
72
Gateway Wealth Partners
Wisconsin
$211K +$211K +4,276 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$158K -$155K -3,139 -49%
FFA
74
Founders Financial Alliance
North Carolina
$130K +$116K +2,348 +821%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$96.6K +$96.6K +1,962 New