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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
DAS
101
Dynamic Advisor Solutions
Arizona
$255K -$8.95K -153 -3%
VA
102
VestGen Advisors
Illinois
$252K -$17K -290 -6%
RHP
103
Royal Harbor Partners
Texas
$238K -$28.5K -488 -11%
Jane Street
104
Jane Street
New York
$237K +$236K +4,038 New
Truist Financial
105
Truist Financial
North Carolina
$236K -$1.35M -23,117 -85%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$235K -$112K -1,921 -32%
EA
107
Enclave Advisors
Texas
$234K -$114K -1,941 -33%
PCM
108
Parsons Capital Management
Rhode Island
$228K +$227K +3,890 New
ISFAN
109
Investor's Fiduciary Advisor Network
Washington
$226K +$225K +3,854 New
IWC
110
Integrated Wealth Concepts
Massachusetts
$217K +$216K +3,701 New
ZI
111
ZEGA Investments
Florida
$206K +$206K +3,519 New
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$200K +$199K +3,409 New
SG
113
Sankala Group
Colorado
$169K +$175K +2,985 New
ACA
114
Aptus Capital Advisors
Alabama
$161K +$126K +2,148 +364%
PTC
115
Private Trust Company
Ohio
$155K +$113K +1,927 +271%
CF
116
Centaurus Financial
California
$132K +$15.8K +270 +14%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$98.7K +$87.2K +1,491 +777%
TAM
118
Tucker Asset Management
Colorado
$98.6K
FFA
119
Farther Finance Advisors
California
$75K +$74.8K +1,279 New
GSWM
120
Golden State Wealth Management
California
$67.4K +$2.16K +37 +3%
JFA
121
JNBA Financial Advisors
Minnesota
$50K +$1.11K +19 +2%
CTC
122
Central Trust Company
Missouri
$41K +$40.9K +699 New
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$41K
AWM
124
AE Wealth Management
Kansas
$36.9K
EI
125
EFG International
$35.2K +$35.1K +600 New