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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

99 hedge funds and large institutions have $1.28B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
15
Increased
50
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAF
Smith Anglin Financial
Texas
$178M
2
HighTower Advisors
HighTower Advisors
Illinois
$107M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
LPL Financial
LPL Financial
California
$108M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$197M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
$138M
2
Raymond James Financial
Raymond James Financial
Florida
$10.6M
3
TWP
Tempus Wealth Planning
California
$273K
4
AC
Avestar Capital
New York
$3.92M
5
Osaic Holdings
Osaic Holdings
Arizona
$785K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.37M +$776K +14,775 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.63M +$3.81M +72,475 +467%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.39M -$121K -2,300 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$4.31M +$979K +18,632 +29%
NS
30
NBC Securities
Alabama
$4.17M +$104K +1,973 +3%
AC
31
Avestar Capital
New York
$3.92M -$1.93M -36,742 -33%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.69M +$299K +5,682 +9%
KWM
33
Kingsview Wealth Management
Oregon
$3.34M +$806K +15,344 +32%
FHA
34
Flagship Harbor Advisors
Massachusetts
$3.19M -$375K -7,141 -11%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$2.82M +53,607 +1,060%
MOS
36
MGO One Seven
Ohio
$2.76M +$752K +14,305 +37%
HA
37
Herold Advisors
New York
$2.57M -$188K -3,583 -7%
CFCI
38
Comprehensive Financial Consultants Institutional
Indiana
$2.18M -$61.5K -1,170 -3%
LMKC
39
L.M. Kohn & Company
Ohio
$2.08M +$72.7K +1,383 +4%
RA
40
RFG Advisory
Alabama
$1.85M +$153K +2,916 +9%
AA
41
Armis Advisers
Georgia
$1.81M -$193K -3,671 -10%
TCM
42
TD Capital Management
Tennessee
$1.72M +$432K +8,217 +34%
KPWS
43
Kestra Private Wealth Services
Texas
$1.7M -$167K -3,180 -9%
EH
44
Equitable Holdings
New York
$1.55M +$328K +6,249 +27%
HI
45
Harbour Investments
Wisconsin
$1.33M +$119K +2,257 +10%
CW
46
CreativeOne Wealth
Kansas
$1.01M -$428K -8,139 -30%
BCG
47
Bravias Capital Group
New Jersey
$992K +$344K +6,538 +53%
GVAG
48
Great Valley Advisor Group
Delaware
$935K +$19.1K +363 +2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$931K -$43.9K -835 -5%
GIA
50
Gladstone Institutional Advisory
Florida
$915K +$89.3K +1,699 +11%
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