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WisdomTree US Quality Growth Fund
QGRW

89 hedge funds and large institutions have $540M invested in WisdomTree US Quality Growth Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

31% more capital invested

Capital invested by funds: $413M → $540M (+$127M)

16% more funds holding

Funds holding: 77 → 89 (+12)

5.56% less ownership

Funds ownership: 83.36% → 77.8% (-5.6%)

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
1.17%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
26
Increased
44
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$24.6M
2
CAP
Columbia Advisory Partners
Washington
+$12.8M
3
RDFA
Ritter Daniher Financial Advisory
Ohio
+$9.76M
4
GWA
Gratus Wealth Advisors
Virginia
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
-$1.91M
2
Jane Street
Jane Street
New York
-$1.26M
3
Stifel Financial
Stifel Financial
Missouri
-$1.13M
4
LFA
Legacy Financial Advisors
Kentucky
-$959K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.13M +$310K +6,435 +11%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.49M +$231K +4,792 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.27M +$587K +12,193 +36%
CFCI
29
Comprehensive Financial Consultants Institutional
Indiana
$2.12M +$1.01M +20,898 +95%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.11M -$6.55K -136 -0.3%
HA
31
Herold Advisors
New York
$2.04M +$320K +6,656 +19%
CW
32
CreativeOne Wealth
Kansas
$1.85M +$355K +7,371 +24%
KWM
33
Kingsview Wealth Management
Oregon
$1.83M +$238K +4,936 +15%
AA
34
Armis Advisers
Georgia
$1.65M +$1.61M +33,516 New
CL
35
CLG LLC
California
$1.62M +$1.58M +32,870 New
RA
36
RFG Advisory
Alabama
$1.58M -$197K -4,096 -11%
SA
37
Sanctuary Advisors
Indiana
$1.54M +$288K +5,977 +24%
KPWS
38
Kestra Private Wealth Services
Texas
$1.44M +$1.41M +29,230 New
LMKC
39
L.M. Kohn & Company
Ohio
$1.4M +$1.01M +21,015 +286%
EH
40
Equitable Holdings
New York
$1.06M +$315K +6,549 +44%
EFG
41
Elm3 Financial Group
Georgia
$1.05M +$1.03M +21,407 New
MOS
42
MGO One Seven
Ohio
$997K +$975K +20,248 New
MML Investors Services
43
MML Investors Services
Massachusetts
$920K +$1.25K +26 +0.1%
DADC
44
D.A. Davidson & Co
Montana
$835K +$817K +16,957 New
TCM
45
TD Capital Management
Tennessee
$818K +$21.4K +445 +3%
GVAG
46
Great Valley Advisor Group
Delaware
$783K +$21K +436 +3%
DWM
47
Drive Wealth Management
Utah
$772K +$13.9K +288 +2%
IWM
48
IHT Wealth Management
Illinois
$753K +$736K +15,292 New
Osaic Holdings
49
Osaic Holdings
Arizona
$694K +$664K +13,782 +4,594%
HI
50
Harbour Investments
Wisconsin
$694K -$21.9K -455 -3%
1
2
3 4 5

QGRW Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q4 2024, worth a combined $540M — up 31% from $413M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QGRW positions and 12 closed out — a net gain of 14 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was NBC Securities, cutting an estimated $1.91M.

  • 89 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $540M of WisdomTree US Quality Growth Fund stock for Q4 2024, up 31% quarter-over-quarter.
  • 26 funds opened new WisdomTree US Quality Growth Fund positions in Q4 2024 and 12 closed out, a net change of +14 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q4 2024 was LPL Financial, an estimated $24.6M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q4 2024 was NBC Securities, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2024.