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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 14 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
CA
76
CoreCap Advisors
Michigan
$295K
FWP
77
Falcon Wealth Planning
California
$288K
FFA
78
Founders Financial Alliance
North Carolina
$287K
TWP
79
Tempus Wealth Planning
California
$273K
RHP
80
Royal Harbor Partners
Texas
$267K
DAS
81
Dynamic Advisor Solutions
Arizona
$238K
SPIA
82
Steward Partners Investment Advisory
New York
$232K
JP Morgan Chase
83
JP Morgan Chase
New York
$137K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$58.9K
AAS
85
Ameritas Advisory Services
Nebraska
$50K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$35.4K
AWM
87
AE Wealth Management
Kansas
$33.1K
ACA
88
Aptus Capital Advisors
Alabama
$31K
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$30K
JFA
90
JNBA Financial Advisors
Minnesota
$27.6K
GSWM
91
Golden State Wealth Management
California
$23.5K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$21K
TSMHT
93
Thurston Springer Miller Herd & Titak
Indiana
$21K
C
94
Covestor
United Kingdom
$19K
IA
95
IFP Advisors
Florida
$17.7K
GEA
96
Glen Eagle Advisors
New Jersey
$14.7K
Comerica Bank
97
Comerica Bank
Texas
$12.6K
EWM
98
Evolution Wealth Management
Florida
$9.88K
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
IWM
100
IHT Wealth Management
Illinois