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WisdomTree US Quality Growth Fund

134 hedge funds and large institutions have $1.64B invested in WisdomTree US Quality Growth Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

103% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

17% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$233M)

17% more funds holding

Funds holding: 115134 (+19)

2.88% less ownership

Funds ownership: 80.24%77.36% (-2.9%)

Holders
134
Holders Change
+19
Holders Change %
+16.52%
% of All Funds
1.63%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
27
Increased
65
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
Millington Financial Advisors
Illinois
$519K +$468 +8 +0.1%
Brown Advisory
77
Brown Advisory
Maryland
$514K
KA
78
Kovack Advisors
Florida
$501K +$499K +8,538 New
SPIA
79
Steward Partners Investment Advisory
New York
$482K +$79.7K +1,363 +20%
SWP
80
Stratos Wealth Partners
Ohio
$480K +$257K +4,397 +116%
IF
81
Intrua Financial
Texas
$466K -$71.6K -1,225 -13%
SIA
82
Soltis Investment Advisors
Utah
$463K -$80.2K -1,371 -15%
FFA
83
Founders Financial Alliance
North Carolina
$460K +$111K +1,892 +32%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$411K +$46.8K +800 +13%
HHGA
85
Halbert Hargrove Global Advisors
California
$410K -$1.52K -26 -0.4%
EAM
86
Empirical Asset Management
Massachusetts
$374K -$109K -1,859 -23%
LA
87
Legacy Advisors
Pennsylvania
$365K
DOA
88
D'Orazio & Associates
Virginia
$356K
NA
89
NewEdge Advisors
Louisiana
$352K -$198K -3,389 -36%
CA
90
CoreCap Advisors
Michigan
$334K +$4.91K +84 +1%
VT
91
Vise Technologies
New York
$332K +$331K +5,653 New
Creative Planning
92
Creative Planning
Kansas
$317K +$9.71K +166 +3%
Citadel Advisors
93
Citadel Advisors
Florida
$310K +$309K +5,285 New
FWP
94
Falcon Wealth Planning
California
$309K +$1.81K +31 +0.6%
TWP
95
Tempus Wealth Planning
California
$288K -$5.96K -102 -2%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$287K +$109K +1,868 +62%
EFG
97
Elm3 Financial Group
Georgia
$281K -$85K -1,453 -23%
SWM
98
Shrier Wealth Management
California
$271K +$270K +4,614 New
IFG
99
Independent Financial Group
California
$264K -$154K -2,626 -37%
P
100
&Partners
Tennessee
$262K -$9.36K -160 -3%