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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
+7
Holders Change %
+7.95%
% of All Funds
1.29%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
18
Increased
50
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$682K -$138K -3,141 -17%
EFG
52
Elm3 Financial Group
Georgia
$561K -$379K -8,636 -40%
DWM
53
Drive Wealth Management
Utah
$555K -$132K -3,015 -19%
DADC
54
D.A. Davidson & Co
Montana
$552K -$193K -4,389 -26%
BCG
55
Bravias Capital Group
New Jersey
$542K +$198K +4,515 +58%
Jane Street
56
Jane Street
New York
$533K +$533K +12,132 New
PAS
57
Park Avenue Securities
New York
$453K +$227K +5,175 +100%
DOA
58
D'Orazio & Associates
Virginia
$424K
SPC
59
Sigma Planning Corp
Michigan
$421K +$38K +866 +10%
MFA
60
Millington Financial Advisors
Illinois
$390K
Brown Advisory
61
Brown Advisory
Maryland
$374K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$347K +$347K +7,895 New
FF
63
Farrell Financial
New York
$331K +$120K +2,731 +57%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$316K +$27K +616 +9%
AWS
65
Atria Wealth Solutions
New York
$315K +$109K +2,477 +53%
AAS
66
Avantax Advisory Services
Texas
$307K -$15.8K -361 -5%
HHGA
67
Halbert Hargrove Global Advisors
California
$306K -$21.9K -498 -7%
DAS
68
Dynamic Advisor Solutions
Arizona
$279K +$279K +6,350 New
AWA
69
Arkadios Wealth Advisors
Georgia
$254K +$254K +5,785 New
KAS
70
KPP Advisory Services
Kentucky
$248K +$54.3K +1,236 +28%
FWP
71
Falcon Wealth Planning
California
$237K +$237K +5,396 New
CA
72
CoreCap Advisors
Michigan
$235K +$36.8K +839 +19%
UAG
73
United Advisor Group
Ohio
$232K +$232K +5,281 New
VA
74
VestGen Advisors
Illinois
$231K +$231K +5,260 New
RHP
75
Royal Harbor Partners
Texas
$228K +$16.3K +372 +8%