WisdomTree US Quality Growth Fund
QGRW
49 hedge funds and large institutions have $287M invested in WisdomTree US Quality Growth Fund in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
281% more capital invested
Capital invested by funds: $75.4M → $287M (+$212M)
113% more funds holding
Funds holding: 23 → 49 (+26)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24.04% more ownership
Funds ownership: 65.86% → 89.9% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$118M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$23.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.01M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$1.9M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$1.28M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$236K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$115K |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$19K |
QGRW Hedge Fund Activity: Q1 2024 in Review
49 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q1 2024, worth a combined $287M — up 281% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QGRW positions and 2 closed out — a net gain of 27 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Trust Point Inc, opening a new position worth an estimated $118M. The largest seller was Legacy Financial Advisors, cutting an estimated $1.9M.
- 49 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $287M of WisdomTree US Quality Growth Fund stock for Q1 2024, up 281% quarter-over-quarter.
- 29 funds opened new WisdomTree US Quality Growth Fund positions in Q1 2024 and 2 closed out, a net change of +27 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q1 2024 was Trust Point Inc, an estimated $118M added.
- The largest WisdomTree US Quality Growth Fund seller in Q1 2024 was Legacy Financial Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2024.