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WisdomTree US Quality Growth Fund

100 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, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
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
WWM
76
Western Wealth Management
Colorado
$299K
CA
77
CoreCap Advisors
Michigan
$295K
FWP
78
Falcon Wealth Planning
California
$288K
FFA
79
Founders Financial Alliance
North Carolina
$287K
TWP
80
Tempus Wealth Planning
California
$273K
RHP
81
Royal Harbor Partners
Texas
$267K
DAS
82
Dynamic Advisor Solutions
Arizona
$238K
SPIA
83
Steward Partners Investment Advisory
New York
$232K
JP Morgan Chase
84
JP Morgan Chase
New York
$137K
TAM
85
Tucker Asset Management
Colorado
$88.3K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$58.9K
AAS
87
Ameritas Advisory Services
Nebraska
$50K
Jones Financial Companies
88
Jones Financial Companies
Missouri
$35.4K
AWM
89
AE Wealth Management
Kansas
$33.1K
ACA
90
Aptus Capital Advisors
Alabama
$31K
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$30K
JFA
92
JNBA Financial Advisors
Minnesota
$27.6K
GSWM
93
Golden State Wealth Management
California
$23.5K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$21K
TSMHT
95
Thurston Springer Miller Herd & Titak
Indiana
$21K
C
96
Covestor
United Kingdom
$19K
IA
97
IFP Advisors
Florida
$17.7K
GEA
98
Glen Eagle Advisors
New Jersey
$14.7K
Comerica Bank
99
Comerica Bank
Texas
$12.6K
EWM
100
Evolution Wealth Management
Florida
$9.88K