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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
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$147M
TPI
2
Trust Point Inc
Wisconsin
$131M
LPL Financial
3
LPL Financial
California
$68.1M
RW
4
RVW Wealth
California
$54.1M
Bank of America
5
Bank of America
North Carolina
$26.2M
PAG
6
Private Advisor Group
New Jersey
$23.5M
PWMG
7
Prestige Wealth Management Group
New Jersey
$16.8M
LFA
8
Legacy Financial Advisors
Kentucky
$15.6M
Morgan Stanley
9
Morgan Stanley
New York
$13.7M
CAP
10
Columbia Advisory Partners
Washington
$13.7M
RDFA
11
Ritter Daniher Financial Advisory
Ohio
$13.6M
Raymond James Financial
12
Raymond James Financial
Florida
$13.5M
GWSG
13
GPS Wealth Strategies Group
Colorado
$11.7M
KAS
14
Kestra Advisory Services
Texas
$11M
SAM
15
Smartleaf Asset Management
Massachusetts
$10.8M
IA
16
Insight Advisors
Pennsylvania
$10.2M
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$8.42M
AI
18
Atria Investments
North Carolina
$8.22M
TI
19
tru Independence
Oregon
$7.78M
EWA
20
Etesian Wealth Advisors
Oregon
$7.65M
OPWM
21
Oxinas Partners Wealth Management
Indiana
$7.45M
CIA
22
Concurrent Investment Advisors
Florida
$5.97M
UBS Group
23
UBS Group
Switzerland
$5.27M
AC
24
Avestar Capital
New York
$4.89M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.83M