WisdomTree US Quality Growth Fund

QGRW

Market cap $1.69B

Overview Fund Activity

56.39 USD

+0.15

0.27%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.27%

5 days

1.46%

1 month

2.7%

3 months

11.11%

6 months

25.81%

Year to date

14.57%

1 year

27.21%

5 years

132.34%

10 years

132.34%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

85% more capital invested

Capital invested by funds: $694M [Q1] → $1.28B (+$589M) [Q2]

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

8% more funds holding in top 10

Funds holding in top 10: 12 [Q1] → 13 (+1) [Q2]

5.5% more ownership

Funds ownership: 80.0% [Q1] → 85.5% (+5.5%) [Q2]

4% more funds holding

Funds holding: 95 [Q1] → 99 (+4) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Wall Street Risk Appetite Grows: Can ETFs Stay Steady?

QGRW and QLC may emerge as good-quality ETF plays, offering stability and growth potential in a volatile market driven by speculation and looming tariff risks.

Wall Street Risk Appetite Grows: Can ETFs Stay Steady?

QGRW: An Aggressive Portfolio Amid Macro Challenges

Wisdomtree U.S. Quality Growth Fund ETF offers concentrated exposure to quality growth stocks, but its heavy sector and single-stock weights heighten short-term risk. Despite strong long-term outperformance, QGRW's recent returns mirror the market, and its April drawdown signals fragility amid macro headwinds. Current macro risks suggest growth stocks may underperform on a risk-adjusted basis near term.

QGRW: An Aggressive Portfolio Amid Macro Challenges

QGRW: A Bet On Technology And The U.S. Largest Companies

The Wisdomtree U.S. Quality Growth Fund ETF focuses on U.S. large- and mid-cap companies with strong growth and quality profiles, heavily weighted in technology. QGRW has outperformed in its first two years, driven by high-profile tech stocks, but faces concerns over high valuations and above-average volatility. The fund's P/E ratio is significantly higher than the Russell 1000 index, reflecting its tech-heavy allocation and strong earnings growth in key holdings.

QGRW: A Bet On Technology And The U.S. Largest Companies

QGRW Unites Growth & Quality

Despite the talk about growth stocks encountering headwinds, the Nasdaq 100 and S&P 500 Growth indexes are higher over the past month. They're also both higher since the start of the year.

QGRW Unites Growth & Quality

2024 Is Over—What Are We Seeing for 2025?

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways After two years of dominance by mega-cap growth stocks, 2025 presents an evolving landscape where dividend-focused strategies like the WisdomTree U.S. High Dividend Fund (DHS) and value-oriented strategies like the WisdomTree U.S. Value Fund (WTV) may offer defensive opportunities. Growth-oriented Funds like the WisdomTree U.S.

2024 Is Over—What Are We Seeing for 2025?

These ETFs Make a Potent Pair

Investors often hear about the benefits of diversification. That's often interpreted as building a portfolio with a lot of stocks or funds.

These ETFs Make a Potent Pair

Top Investment Ideas for 2025

Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.

Top Investment Ideas for 2025

In Growth Investing, Quality Matters

Growth investing, particularly with large- and mega-cap stocks, has paid off for investors in recent years. For example, both the Nasdaq 100 (NDX) and the S&P 500 Growth indexes sharply outpaced the S&P 500 this year and over the past two years.

In Growth Investing, Quality Matters

QGRW: Quality And Growth Roared In 2024, Why I See A Cautious Start To 2025 (Rating Downgrade)

The WisdomTree U.S. Quality Growth Fund ETF is downgraded from a buy to a hold due to its high valuation and concentrated allocation. Despite strong technicals and momentum, potential early 2025 volatility from tax-gain selling poses downside risks for QGRW. QGRW's portfolio is heavily weighted toward US mega-cap growth stocks, with significant exposure to Information Technology, Consumer Discretionary, and Communications Services sectors.

QGRW: Quality And Growth Roared In 2024, Why I See A Cautious Start To 2025 (Rating Downgrade)

QGRW Has A Short Yet Encouraging Track Record

QGRW holds 100 stocks emphasizing growth and quality, in a portfolio heavily weighted in mega-cap tech stocks. The ETF is more expensive than the S&P 500 but boasts superior growth and quality metrics, as expected from the methodology. Since its inception, QGRW has outperformed SPY and the most popular growth ETFs, although its short track record limits long-term assessment.

QGRW Has A Short Yet Encouraging Track Record

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