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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
PTC
126
Private Trust Company
Ohio
$59.9K -$86.6K -1,516 -57%
MCM
127
MAI Capital Management
Ohio
$52.5K +$56.1K +983 New
C
128
Covestor
United Kingdom
$44K +$18.9K +331 +67%
JFA
129
JNBA Financial Advisors
Minnesota
$40.3K -$5.65K -99 -12%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$37K -$57 -1 -0.1%
Wells Fargo
131
Wells Fargo
California
$34.8K +$37.2K +651 New
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$32.5K +$34.7K +608 New
EI
133
EFG International
$32.1K
WA
134
Waverly Advisors
Alabama
$29.3K +$31.3K +548 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$21.4K
RFG
136
REAP Financial Group
Texas
$20.9K +$22.4K +392 New
AssetMark Inc
137
AssetMark Inc
California
$20.1K +$21.5K +376 New
GEA
138
Glen Eagle Advisors
New Jersey
$15K
AWM
139
AE Wealth Management
Kansas
$12K -$23.1K -405 -64%
AAP
140
Arax Advisory Partners
Colorado
$11.2K +$12K +210 New
IA
141
IFP Advisors
Florida
$10.7K -$3.31K -58 -22%
NB
142
NBT Bank
New York
$10.7K +$8.05K +141 +239%
EWM
143
Evolution Wealth Management
Florida
$10K
DWP
144
Destiny Wealth Partners
Florida
$6.89K +$7.37K +129 New
BCWM
145
Bartlett & Co Wealth Management
Ohio
$6.71K +$6.17K +108 New
ECA
146
Elevated Capital Advisors
Utah
$5.34K
ACM
147
Anfield Capital Management
California
$2.67K +$2.85K +50 New
CTWM
148
Cherry Tree Wealth Management
Minnesota
$2.67K +$2.85K +50 New
IAIM
149
International Assets Investment Management
Florida
$1.66K +$1.77K +31 New
KCM
150
Key Capital Management
Tennessee
$1.6K +$1.71K +30 New