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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
Stifel Financial
76
Stifel Financial
Missouri
$741K +$792K +13,871 New
MML Investors Services
77
MML Investors Services
Massachusetts
$653K -$1.51M -26,382 -68%
PAS
78
Park Avenue Securities
New York
$630K +$7.88K +138 +1%
XPN
79
XY Planning Network
Montana
$621K +$655K +11,475 New
MFA
80
Millington Financial Advisors
Illinois
$564K
GWM
81
Geneos Wealth Management
Colorado
$548K +$586K +10,263 New
Creative Planning
82
Creative Planning
Kansas
$547K +$276K +4,835 +89%
HWM
83
Horizon Wealth Management
Illinois
$520K -$28.8M -505,216 -98%
WF
84
WealthPoint Financial
North Carolina
$505K +$29.2K +512 +6%
CIA
85
Concurrent Investment Advisors
Florida
$482K -$5.38M -94,295 -91%
KA
86
Kovack Advisors
Florida
$474K +$13.6K +238 +3%
Brown Advisory
87
Brown Advisory
Maryland
$468K
EAM
88
Empirical Asset Management
Massachusetts
$451K +$118K +2,065 +32%
SPIA
89
Steward Partners Investment Advisory
New York
$439K
FFA
90
Founders Financial Alliance
North Carolina
$432K +$13.5K +237 +3%
IA
91
Insight Advisors
Pennsylvania
$427K -$15.2M -267,029 -97%
Truist Financial
92
Truist Financial
North Carolina
$425K +$225K +3,934 +98%
Mariner
93
Mariner
Kansas
$419K +$448K +7,844 New
PCMC
94
Paragon Capital Management (Colorado)
Colorado
$408K +$436K +7,642 New
SG
95
Sankala Group
Colorado
$400K +$253K +4,431 +148%
IF
96
Intrua Financial
Texas
$390K -$36.6K -641 -8%
HHGA
97
Halbert Hargrove Global Advisors
California
$381K +$8.28K +145 +2%
SIA
98
Soltis Investment Advisors
Utah
$356K -$69.8K -1,222 -15%
Goldman Sachs
99
Goldman Sachs
New York
$341K +$365K +6,391 New
LA
100
Legacy Advisors
Pennsylvania
$333K