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WisdomTree US Quality Growth Fund

130 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 24 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
$247M
HighTower Advisors
2
HighTower Advisors
Illinois
$204M
LPL Financial
3
LPL Financial
California
$165M
TPI
4
Trust Point Inc
Wisconsin
$154M
Morgan Stanley
5
Morgan Stanley
New York
$138M
Bank of America
6
Bank of America
North Carolina
$92.4M
PAG
7
Private Advisor Group
New Jersey
$67.7M
RW
8
RVW Wealth
California
$63.5M
EWM
9
Empirical Wealth Management
Washington
$42.4M
HWM
10
Horizon Wealth Management
Illinois
$30.2M
CAP
11
Columbia Advisory Partners
Washington
$23.6M
PWMG
12
Prestige Wealth Management Group
New Jersey
$22.4M
Osaic Holdings
13
Osaic Holdings
Arizona
$22M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$21.8M
LFA
15
Legacy Financial Advisors
Kentucky
$19.3M
RDFA
16
Ritter Daniher Financial Advisory
Ohio
$18.2M
EWA
17
Etesian Wealth Advisors
Oregon
$16.7M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$16.6M
IA
19
Insight Advisors
Pennsylvania
$16.1M
SAM
20
Smartleaf Asset Management
Massachusetts
$15.5M
KAS
21
Kestra Advisory Services
Texas
$15M
QA
22
Quattro Advisors
Pennsylvania
$14.9M
RC
23
Resolute Capital
South Carolina
$12.8M
FZCM
24
Flynn Zito Capital Management
New York
$12.5M
AI
25
Atria Investments
North Carolina
$11.5M