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WisdomTree US Quality Growth Fund
QGRW

60 hedge funds and large institutions have $357M invested in WisdomTree US Quality Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

24% more capital invested

Capital invested by funds: $287M → $357M (+$69.2M)

22% more funds holding

Funds holding: 49 → 60 (+11)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8.13% less ownership

Funds ownership: 89.9% → 81.78% (-8.1%)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
33
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
RVW Wealth
California
+$11.5M
2
LPL Financial
LPL Financial
California
+$7.13M
3
PAG
Private Advisor Group
New Jersey
+$6.22M
4
AC
Avestar Capital
New York
+$4.93M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
LFA
Legacy Financial Advisors
Kentucky
-$3.1M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$742K
3
TPI
Trust Point Inc
Wisconsin
-$577K
4
OMC
Old Mission Capital
Illinois
-$453K
5
MLA
My Legacy Advisors
Oregon
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.12M +$1.05M +25,078 New
UBS Group
27
UBS Group
Switzerland
$1.01M +$171K +4,092 +22%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$925K +$94.7K +2,266 +12%
Morgan Stanley
29
Morgan Stanley
New York
$905K +$842K +20,136 +41,094%
MML Investors Services
30
MML Investors Services
Massachusetts
$735K +$117K +2,796 +21%
EWA
31
Etesian Wealth Advisors
Oregon
$723K +$674K +16,127 New
GVAG
32
Great Valley Advisor Group
Delaware
$638K +$309K +7,401 +108%
LMKC
33
L.M. Kohn & Company
Ohio
$602K +$347K +8,311 +163%
TCM
34
TD Capital Management
Tennessee
$594K +$121K +2,887 +28%
HI
35
Harbour Investments
Wisconsin
$568K +$142K +3,405 +37%
MFA
36
Millington Financial Advisors
Illinois
$414K -$2.72K -65 -0.7%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$354K +$35.5K +850 +12%
HHGA
38
Halbert Hargrove Global Advisors
California
$345K -$9.28K -222 -3%
Brown Advisory
39
Brown Advisory
Maryland
$311K +$290K +6,932 New
DAS
40
Dynamic Advisor Solutions
Arizona
$278K +$7.31K +175 +3%
DOA
41
D'Orazio & Associates
Virginia
$272K +$1.25K +30 +0.5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$270K +$252K +6,025 New
JP Morgan Chase
43
JP Morgan Chase
New York
$242K -$246K -5,894 -52%
Jane Street
44
Jane Street
New York
$241K -$375K -8,980 -63%
EH
45
Equitable Holdings
New York
$240K +$224K +5,349 New
AAS
46
Avantax Advisory Services
Texas
$224K +$209K +5,000 New
FWP
47
Falcon Wealth Planning
California
$223K +$208K +4,985 New
IFG
48
Independent Financial Group
California
$207K +$193K +4,620 New
BFA
49
Beacon Financial Advisory
Ohio
$204K +$190K +4,553 New
DWM
50
Drive Wealth Management
Utah
$203K +$189K +4,526 New
1
2
3

QGRW Hedge Fund Activity: Q2 2024 in Review

60 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2024, worth a combined $357M — up 24% from $287M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QGRW positions and 2 closed out — a net gain of 13 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was RVW Wealth, adding an estimated $11.5M. The largest seller was Legacy Financial Advisors, cutting an estimated $3.1M.

  • 60 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $357M of WisdomTree US Quality Growth Fund stock for Q2 2024, up 24% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2024 and 2 closed out, a net change of +13 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q2 2024 was RVW Wealth, an estimated $11.5M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q2 2024 was Legacy Financial Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.