QGRW icon

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 %
LPAM
76
Lodestar Private Asset Management
California
$223K -$40.7K -926 -15%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$222K -$6.36K -145 -3%
FFA
78
Founders Financial Alliance
North Carolina
$201K +$85.6K +1,951 +74%
GWP
79
Gateway Wealth Partners
Wisconsin
$201K +$13.3K +304 +7%
CFD
80
Creative Financial Designs
Indiana
$164K +$164K +3,725 New
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$106K -$35.3K -803 -25%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$96K +$59.4K +1,353 +162%
PTC
83
Private Trust Company
Ohio
$63.1K
RCA
84
Runnymede Capital Advisors
Ohio
$58K
BlackRock
85
BlackRock
New York
$34.4K -$36.9K -841 -52%
ACA
86
Aptus Capital Advisors
Alabama
$25.9K +$25.9K +590 New
AWM
87
AE Wealth Management
Kansas
$18.1K +$18.1K +412 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$17.6K
TSMHT
89
Thurston Springer Miller Herd & Titak
Indiana
$17.6K +$12.7K +290 +264%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$17.6K +$17.6K +400 New
C
91
Covestor
United Kingdom
$13K +$3.55K +83 +38%
GEA
92
Glen Eagle Advisors
New Jersey
$12.3K
IA
93
IFP Advisors
Florida
$11.8K +$11.8K +268 New
Comerica Bank
94
Comerica Bank
Texas
$10.3K +$10.3K +235 New
PS
95
Principal Securities
Iowa
$1.63K
GWA
96
Gratus Wealth Advisors
Virginia
-$7.12M -144,542 Closed
CL
97
CLG LLC
California
-$1.62M -32,870 Closed
T
98
Tableaux
Massachusetts
-$425K -8,625 Closed
Stifel Financial
99
Stifel Financial
Missouri
-$308K -6,259 Closed
NA
100
NewEdge Advisors
Louisiana
-$257K -5,222 Closed