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WisdomTree US Quality Growth Fund

98 hedge funds and large institutions have $1.28B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.32%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
15
Increased
50
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
76
CoreCap Advisors
Michigan
$295K 5,608 +256 +5%
FWP
77
Falcon Wealth Planning
California
$288K 5,484 +88 +2%
FFA
78
Founders Financial Alliance
North Carolina
$287K 5,466 +881 +19%
TWP
79
Tempus Wealth Planning
California
$273K 5,188 -52,725 -91%
RHP
80
Royal Harbor Partners
Texas
$267K 5,082 -122 -2%
DAS
81
Dynamic Advisor Solutions
Arizona
$238K 4,525 -1,825 -29%
SPIA
82
Steward Partners Investment Advisory
New York
$232K 4,423 +4,423 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$137K 2,605 +195 +8%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$58.9K 1,121 -1,066 -49%
AAS
85
Ameritas Advisory Services
Nebraska
$50K 951 +951 New
Jones Financial Companies
86
Jones Financial Companies
Missouri
$35.4K 677 +677 New
AWM
87
AE Wealth Management
Kansas
$33.1K 629 +217 +53%
ACA
88
Aptus Capital Advisors
Alabama
$31K 590
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$30K 570 +570 New
JFA
90
JNBA Financial Advisors
Minnesota
$27.6K 525 +525 New
GSWM
91
Golden State Wealth Management
California
$23.5K 447 +447 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$21K 400
TSMHT
93
Thurston Springer Miller Herd & Titak
Indiana
$21K 400
C
94
Covestor
United Kingdom
$19K 357 +53 +17%
IA
95
IFP Advisors
Florida
$17.7K 337 +69 +26%
GEA
96
Glen Eagle Advisors
New Jersey
$14.7K 280
Comerica Bank
97
Comerica Bank
Texas
$12.6K 240 +5 +2%
EWM
98
Evolution Wealth Management
Florida
$9.88K 188 +188 New
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
-20,210 Closed
IWM
100
IHT Wealth Management
Illinois
-15,623 Closed