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WisdomTree US Quality Growth Fund
QGRW

77 hedge funds and large institutions have $413M invested in WisdomTree US Quality Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

28% more funds holding

Funds holding: 60 → 77 (+17)

16% more capital invested

Capital invested by funds: $357M → $413M (+$56M)

1.59% more ownership

Funds ownership: 81.78% → 83.36% (+1.6%)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.11%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
18
Increased
42
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RW
RVW Wealth
California
+$6.06M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.71M
3
SAM
Smartleaf Asset Management
Massachusetts
+$3.48M
4
Morgan Stanley
Morgan Stanley
New York
+$3.07M
5
KAS
Kestra Advisory Services
Texas
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
LFA
Legacy Financial Advisors
Kentucky
-$392K
2
PWMG
Prestige Wealth Management Group
New Jersey
-$358K
3
LMKC
L.M. Kohn & Company
Ohio
-$269K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Herold Advisors
New York
$1.59M +$244K +5,517 +19%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.54M +$169K +3,828 +13%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.48M +$526K +11,896 +58%
KWM
29
Kingsview Wealth Management
Oregon
$1.47M +$181K +4,104 +15%
CW
30
CreativeOne Wealth
Kansas
$1.38M +$1.33M +30,144 New
Stifel Financial
31
Stifel Financial
Missouri
$1.35M +$55.2K +1,249 +4%
Jane Street
32
Jane Street
New York
$1.26M +$985K +22,275 +414%
SA
33
Sanctuary Advisors
Indiana
$1.19M +$1.09M +24,619 New
UBS Group
34
UBS Group
Switzerland
$1.13M +$95.5K +2,161 +10%
CFCI
35
Comprehensive Financial Consultants Institutional
Indiana
$1.01M +$977K +22,110 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$903K -$233K -5,276 -21%
MML Investors Services
37
MML Investors Services
Massachusetts
$851K +$99.5K +2,250 +14%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$764K +$740K +16,735 New
TCM
39
TD Capital Management
Tennessee
$737K +$128K +2,892 +22%
GVAG
40
Great Valley Advisor Group
Delaware
$705K +$54.3K +1,228 +9%
DWM
41
Drive Wealth Management
Utah
$702K +$480K +10,854 +240%
EH
42
Equitable Holdings
New York
$683K +$425K +9,616 +180%
HI
43
Harbour Investments
Wisconsin
$663K +$82.3K +1,861 +15%
WWM
44
Western Wealth Management
Colorado
$514K +$497K +11,255 New
Citadel Advisors
45
Citadel Advisors
Florida
$445K +$431K +9,745 New
MFA
46
Millington Financial Advisors
Illinois
$417K -$3.67K -83 -0.9%
Brown Advisory
47
Brown Advisory
Maryland
$389K +$70.5K +1,594 +23%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$375K +$13.9K +314 +4%
HHGA
49
Halbert Hargrove Global Advisors
California
$341K -$9.19K -208 -3%
LMKC
50
L.M. Kohn & Company
Ohio
$335K -$269K -6,084 -45%
1
2
3 4

QGRW Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q3 2024, worth a combined $413M — up 16% from $357M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new QGRW positions and 1 closed out — a net gain of 17 holders — while 42 added to existing stakes and 11 trimmed.

The largest buyer was RVW Wealth, adding an estimated $6.06M. The largest seller was Legacy Financial Advisors, cutting an estimated $392K.

  • 77 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $413M of WisdomTree US Quality Growth Fund stock for Q3 2024, up 16% quarter-over-quarter.
  • 18 funds opened new WisdomTree US Quality Growth Fund positions in Q3 2024 and 1 closed out, a net change of +17 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q3 2024 was RVW Wealth, an estimated $6.06M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q3 2024 was Legacy Financial Advisors, an estimated $392K sold.

Based on aggregated 13F filings for Q3 2024.