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WisdomTree US Quality Growth Fund

111 hedge funds and large institutions have $1.41B invested in WisdomTree US Quality Growth Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$356K
DOA
77
D'Orazio & Associates
Virginia
$348K
FFA
78
Founders Financial Alliance
North Carolina
$342K
EA
79
Enclave Advisors
Texas
$340K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$340K
CA
81
CoreCap Advisors
Michigan
$322K
FIA
82
Foundations Investment Advisors
Arizona
$316K
FWP
83
Falcon Wealth Planning
California
$301K
Creative Planning
84
Creative Planning
Kansas
$301K
TWP
85
Tempus Wealth Planning
California
$287K
P
86
&Partners
Tennessee
$265K
EWM
87
Empirical Wealth Management
Washington
$265K
VA
88
VestGen Advisors
Illinois
$263K
RHP
89
Royal Harbor Partners
Texas
$260K
DAS
90
Dynamic Advisor Solutions
Arizona
$258K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$235K
SWP
92
Stratos Wealth Partners
Ohio
$217K
LWA
93
Lantern Wealth Advisors
New York
$216K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$174K
CF
95
Centaurus Financial
California
$114K
GSWM
96
Golden State Wealth Management
California
$63.7K
AAS
97
Ameritas Advisory Services
Nebraska
$54.6K
JFA
98
JNBA Financial Advisors
Minnesota
$47.8K
PTC
99
Private Trust Company
Ohio
$40.7K
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$40K