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WisdomTree US Quality Growth Fund

76 hedge funds and large institutions have $413M invested in WisdomTree US Quality Growth Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
76
Holders Change
+17
Holders Change %
+28.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
19
Increased
41
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$138M 3,014,247 +4,585 +0.2%
RW
2
RVW Wealth
California
$51.4M 1,126,151 +137,210 +14%
LPL Financial
3
LPL Financial
California
$34M 744,608 +51,819 +7%
Bank of America
4
Bank of America
North Carolina
$28.3M 619,332 +11,019 +2%
PWMG
5
Prestige Wealth Management Group
New Jersey
$19.6M 430,608 -8,110 -2%
PAG
6
Private Advisor Group
New Jersey
$18.2M 398,023 +37,550 +10%
LFA
7
Legacy Financial Advisors
Kentucky
$17.2M 377,332 -8,878 -2%
SAM
8
Smartleaf Asset Management
Massachusetts
$9.08M 199,837 +78,640 +65%
KAS
9
Kestra Advisory Services
Texas
$8.81M 193,087 +59,358 +44%
IA
10
Insight Advisors
Pennsylvania
$7.62M 167,118 +46,383 +38%
GWSG
11
GPS Wealth Strategies Group
Colorado
$7.11M 155,811 +46,454 +42%
TI
12
tru Independence
Oregon
$7.03M 154,007 +15,109 +11%
AC
13
Avestar Capital
New York
$5.41M 118,617 +736 +0.6%
AI
14
Atria Investments
North Carolina
$5.18M 113,554 +58,912 +108%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$4.87M 106,746 +106,627 +89,603%
OPWM
16
Oxinas Partners Wealth Management
Indiana
$4.41M 96,740 +50,356 +109%
Morgan Stanley
17
Morgan Stanley
New York
$4.09M 89,647 +69,462 +344%
EWA
18
Etesian Wealth Advisors
Oregon
$3.13M 68,665 +52,538 +326%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.61M 57,113 +3,127 +6%
RJA
20
Raymond James & Associates
Florida
$2.23M 48,857 +48,857 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$2.09M 45,720 +45,720 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.96M 42,901 +9,609 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.91M 41,762 -669 -2%
NS
24
NBC Securities
Alabama
$1.81M 39,694 +844 +2%
RA
25
RFG Advisory
Alabama
$1.65M 36,098 +805 +2%