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David Shaw’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

David Shaw’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,978
Closed -$273K – 4779
2024
Q3 		$273K Buy
+5,978
New +$264K ﹤0.01% 4022

Other funds holding QGRW

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

David Shaw's QGRW Position: Q4 2024 in Review

David Shaw sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2024, closing a stake of 5,978 shares — an estimated $273K sold.

David Shaw first reported a position in QGRW in Q3 2024 and held it in 1 quarter. The position peaked at $273K in Q3 2024. 89 funds tracked by Wall St. Rank hold QGRW as of Q4 2024.

  • David Shaw reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 5,978 WisdomTree US Quality Growth Fund shares in Q4 2024, an estimated $273K.
  • David Shaw first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 1 quarter.
  • David Shaw's WisdomTree US Quality Growth Fund position peaked at $273K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.