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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

50 hedge funds and large institutions have $288M invested in WisdomTree US Quality Growth Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+27
Holders Change %
+117.39%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
16
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$124M
2
Bank of America
Bank of America
North Carolina
+$24.5M
3
LPL Financial
LPL Financial
California
+$13.1M
4
PAG
Private Advisor Group
New Jersey
+$8.42M
5
RW
RVW Wealth
California
+$5.41M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
-$2M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$1.35M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$236K
4
MLA
My Legacy Advisors
Oregon
-$121K
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$19K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$590K +$590K +14,360 New
MML Investors Services
27
MML Investors Services
Massachusetts
$559K +$559K +13,598 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$464K +$464K +11,286 New
OMC
29
Old Mission Capital
Illinois
$453K +$453K +11,021 New
MLA
30
My Legacy Advisors
Oregon
$451K -$121K -2,938 -21%
FHA
31
Flagship Harbor Advisors
Massachusetts
$450K +$450K +10,957 New
TCM
32
TD Capital Management
Tennessee
$426K +$426K +10,373 New
DZ Bank
33
DZ Bank
Germany
$424K +$424K +10,290 New
CA
34
Cetera Advisors
Colorado
$413K +$49.7K +1,209 +14%
MFA
35
Millington Financial Advisors
Illinois
$382K +$48.2K +1,173 +14%
HI
36
Harbour Investments
Wisconsin
$381K +$381K +9,271 New
HHGA
37
Halbert Hargrove Global Advisors
California
$325K +$325K +7,909 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$290K +$290K +7,055 New
GVAG
39
Great Valley Advisor Group
Delaware
$280K +$280K +6,823 New
DAS
40
Dynamic Advisor Solutions
Arizona
$248K +$9.25K +225 +4%
DOA
41
D'Orazio & Associates
Virginia
$248K +$248K +6,031 New
LMKC
42
L.M. Kohn & Company
Ohio
$210K +$210K +5,109 New
CA
43
CoreCap Advisors
Michigan
$70.4K +$70.4K +1,714 New
TAM
44
Tucker Asset Management
Colorado
$69.1K +$69.1K +1,681 New
US Bancorp
45
US Bancorp
Minnesota
$31.4K +$31.4K +764 New
Osaic Holdings
46
Osaic Holdings
Arizona
$28.8K +$16.4K +400 +133%
GEA
47
Glen Eagle Advisors
New Jersey
$11.5K – – –
C
48
Covestor
United Kingdom
$8K +$8K +190 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$4.27K +$4.23K +103 +10,300%
Morgan Stanley
50
Morgan Stanley
New York
$2.01K +$2.01K +49 New
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