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WisdomTree US Quality Growth Fund

134 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 27 funds opening new positions, 65 increasing their positions, 32 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

103% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

17% more capital invested

Capital invested by funds: $1.41B → $1.64B (+$233M)

17% more funds holding

Funds holding: 115134 (+19)

2.88% less ownership

Funds ownership: 80.24%77.36% (-2.9%)

Holders
134
Holders Change
+19
Holders Change %
+16.52%
% of All Funds
1.63%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
27
Increased
65
Reduced
32
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$247M +$7.03M +120,233 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$204M +$6.87M +117,413 +3%
LPL Financial
3
LPL Financial
California
$165M +$13.5M +230,242 +9%
TPI
4
Trust Point Inc
Wisconsin
$154M -$1.02M -17,417 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$138M +$4.86M +83,191 +4%
Bank of America
6
Bank of America
North Carolina
$92.4M +$1.62M +27,782 +2%
PAG
7
Private Advisor Group
New Jersey
$67.7M +$14.8M +252,862 +28%
RW
8
RVW Wealth
California
$63.5M -$4.83M -82,591 -7%
EWM
9
Empirical Wealth Management
Washington
$42.4M +$42M +718,849 +15,576%
HWM
10
Horizon Wealth Management
Illinois
$30.2M +$30.1M +514,956 New
CAP
11
Columbia Advisory Partners
Washington
$23.6M +$2.37M +40,487 +11%
PWMG
12
Prestige Wealth Management Group
New Jersey
$22.4M -$6.72K -115 -0%
Osaic Holdings
13
Osaic Holdings
Arizona
$22M +$19.2M +327,521 +697%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$21.8M +$16.7M +285,623 +333%
LFA
15
Legacy Financial Advisors
Kentucky
$19.3M -$1.1M -18,817 -5%
RDFA
16
Ritter Daniher Financial Advisory
Ohio
$18.2M -$370K -6,334 -2%
EWA
17
Etesian Wealth Advisors
Oregon
$16.7M +$1.96M +33,576 +13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$928K +15,863 +6%
IA
19
Insight Advisors
Pennsylvania
$16.1M -$26.4K -451 -0.2%
SAM
20
Smartleaf Asset Management
Massachusetts
$15.5M +$265K +4,540 +2%
KAS
21
Kestra Advisory Services
Texas
$15M +$446K +7,625 +3%
QA
22
Quattro Advisors
Pennsylvania
$14.9M +$14.8M +253,502 New
RC
23
Resolute Capital
South Carolina
$12.8M +$12.8M +218,948 New
FZCM
24
Flynn Zito Capital Management
New York
$12.5M -$118K -2,010 -0.9%
AI
25
Atria Investments
North Carolina
$11.5M +$175K +3,001 +2%