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WisdomTree US Quality Growth Fund

150 hedge funds and large institutions have $1.72B invested in WisdomTree US Quality Growth Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 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

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

12% more funds holding

Funds holding: 134150 (+16)

5.15% more ownership

Funds ownership: 77.36%82.51% (+5.1%)

5% more capital invested

Capital invested by funds: $1.64B → $1.72B (+$80.1M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
27
Increased
77
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
101
Vise Technologies
New York
$332K
IWC
102
Integrated Wealth Concepts
Massachusetts
$313K +$123K +2,148 +58%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$308K +$49.6K +868 +18%
PCM
104
Parsons Capital Management
Rhode Island
$306K +$105K +1,835 +47%
FWP
105
Falcon Wealth Planning
California
$303K +$23.1K +404 +8%
CA
106
CoreCap Advisors
Michigan
$281K -$24.3K -426 -7%
ZI
107
ZEGA Investments
Florida
$280K +$98.4K +1,724 +49%
CRI
108
Colonial River Investments
Virginia
$278K +$297K +5,205 New
VA
109
VestGen Advisors
Illinois
$278K
TWP
110
Tempus Wealth Planning
California
$246K -$17.2K -302 -6%
NA
111
NewEdge Advisors
Louisiana
$246K -$79.9K -1,400 -23%
P
112
&Partners
Tennessee
$240K
DAS
113
Dynamic Advisor Solutions
Arizona
$235K +$2.74K +48 +1%
EFG
114
Elm3 Financial Group
Georgia
$224K -$33.6K -588 -12%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$219K -$166K -2,909 -42%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$214K
EA
117
Enclave Advisors
Texas
$213K
ISFAN
118
Investor's Fiduciary Advisor Network
Washington
$213K +$7.99K +140 +4%
CAM
119
Clarity Asset Management
Iowa
$207K +$221K +3,877 New
DOA
120
D'Orazio & Associates
Virginia
$206K -$126K -2,205 -36%
FIA
121
Foundations Investment Advisors
Arizona
$203K +$217K +3,804 New
AA
122
Aire Advisors
California
$202K +$216K +3,781 New
ACA
123
Aptus Capital Advisors
Alabama
$146K
CF
124
Centaurus Financial
California
$128K +$8.28K +145 +6%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$87.9K +$94K +1,646 New