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WisdomTree US Quality Growth Fund

95 hedge funds and large institutions have $694M invested in WisdomTree US Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.29%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
18
Increased
50
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$147M +$147M +3,341,641 New
TPI
2
Trust Point Inc
Wisconsin
$131M -$1.89M -42,963 -1%
LPL Financial
3
LPL Financial
California
$68.1M +$12.9M +294,595 +23%
RW
4
RVW Wealth
California
$54.1M +$2.14M +48,856 +4%
Bank of America
5
Bank of America
North Carolina
$26.2M -$1.22M -27,720 -4%
PAG
6
Private Advisor Group
New Jersey
$23.5M +$3.12M +71,184 +15%
PWMG
7
Prestige Wealth Management Group
New Jersey
$16.8M -$1.89M -43,125 -10%
LFA
8
Legacy Financial Advisors
Kentucky
$15.6M -$75.2K -1,714 -0.5%
Morgan Stanley
9
Morgan Stanley
New York
$13.7M +$4.47M +101,797 +48%
CAP
10
Columbia Advisory Partners
Washington
$13.7M +$2.02M +46,006 +17%
RDFA
11
Ritter Daniher Financial Advisory
Ohio
$13.6M +$4.75M +108,092 +53%
Raymond James Financial
12
Raymond James Financial
Florida
$13.5M +$7.83M +178,312 +138%
GWSG
13
GPS Wealth Strategies Group
Colorado
$11.7M +$3.38M +77,016 +41%
KAS
14
Kestra Advisory Services
Texas
$11M +$1.84M +42,022 +20%
SAM
15
Smartleaf Asset Management
Massachusetts
$10.8M +$1.98M +45,133 +22%
IA
16
Insight Advisors
Pennsylvania
$10.2M +$1.45M +33,104 +17%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$8.42M +$3.53M +80,428 +72%
AI
18
Atria Investments
North Carolina
$8.22M +$1.88M +42,733 +30%
TI
19
tru Independence
Oregon
$7.78M +$967K +22,020 +14%
EWA
20
Etesian Wealth Advisors
Oregon
$7.65M +$3.28M +74,695 +75%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$7.45M +$2.71M +61,697 +57%
CIA
22
Concurrent Investment Advisors
Florida
$5.97M +$5.97M +135,930 New
UBS Group
23
UBS Group
Switzerland
$5.27M +$1.6M +36,390 +44%
AC
24
Avestar Capital
New York
$4.89M -$1.09M -24,762 -18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.83M +$1.81M +41,297 +90%