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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.99M +$1.09M +18,635 +121%
KAS
52
KPP Advisory Services
Kentucky
$1.97M +$1.52M +25,945 +339%
TWM
53
TopTier Wealth Management
Wisconsin
$1.94M +$1.93M +33,031 New
HI
54
Harbour Investments
Wisconsin
$1.91M +$119K +2,028 +7%
BCG
55
Bravias Capital Group
New Jersey
$1.84M +$364K +6,220 +25%
AA
56
Armis Advisers
Georgia
$1.7M +$1.83M +31,337 New
JP Morgan Chase
57
JP Morgan Chase
New York
$1.61M +$780K +13,346 +94%
FAM
58
Formidable Asset Management
Ohio
$1.58M +$1.61M +27,467 New
CW
59
CreativeOne Wealth
Kansas
$1.44M +$400K +6,841 +39%
GIA
60
Gladstone Institutional Advisory
Florida
$1.44M +$171K +2,929 +14%
SA
61
Sanctuary Advisors
Indiana
$1.42M -$53K -906 -4%
GVAG
62
Great Valley Advisor Group
Delaware
$1.37M +$192K +3,281 +16%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.29M +$656K +11,213 +105%
GWM
64
GK Wealth Management
Nevada
$1.04M +$1.04M +17,716 New
KPWS
65
Kestra Private Wealth Services
Texas
$1.03M -$737K -12,595 -42%
WWM
66
Western Wealth Management
Colorado
$877K +$314K +5,362 +56%
TFM
67
Trademark Financial Management
Minnesota
$864K +$861K +14,730 New
CFD
68
Creative Financial Designs
Indiana
$827K +$36K +615 +5%
UAG
69
United Advisor Group
Ohio
$786K +$127K +2,173 +19%
FF
70
Farrell Financial
New York
$695K +$27.7K +473 +4%
GWP
71
Gateway Wealth Partners
Wisconsin
$691K +$110K +1,876 +19%
PAS
72
Park Avenue Securities
New York
$684K +$12.3K +211 +2%
AWA
73
Arkadios Wealth Advisors
Georgia
$531K -$72.6K -1,242 -12%
GWSG
74
GPS Wealth Strategies Group
Colorado
$526K -$17.1M -293,089 -97%
WF
75
WealthPoint Financial
North Carolina
$524K +$523K +8,937 New