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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

88 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, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+12
Holders Change %
+15.79%
% 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
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$61.9M
2
CAP
2
Columbia Advisory Partners
Washington
$13.1M
3
RDFA
3
Ritter Daniher Financial Advisory
Ohio
$9.99M
4
GWA
4
Gratus Wealth Advisors
Virginia
$7.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.4M

Top Sellers

1
NS
1
NBC Securities
Alabama
$2.1K
2
Jane Street
2
Jane Street
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$308K
4
LFA
4
Legacy Financial Advisors
Kentucky
$17.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.13M +$317K +6,435 +11%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.49M +$236K +4,792 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.27M +$601K +12,193 +36%
CFCI
29
Comprehensive Financial Consultants Institutional
Indiana
$2.12M +$1.03M +20,898 +95%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.11M -$6.7K -136 -0.3%
HA
31
Herold Advisors
New York
$2.04M +$328K +6,656 +19%
CW
32
CreativeOne Wealth
Kansas
$1.85M +$363K +7,371 +24%
KWM
33
Kingsview Wealth Management
Oregon
$1.83M +$243K +4,936 +15%
AA
34
Armis Advisers
Georgia
$1.65M +$1.65M +33,516 New
CL
35
CLG LLC
California
$1.62M +$1.62M +32,870 New
RA
36
RFG Advisory
Alabama
$1.58M -$202K -4,096 -11%
SA
37
Sanctuary Advisors
Indiana
$1.54M +$301K +5,977 +24%
KPWS
38
Kestra Private Wealth Services
Texas
$1.44M +$1.44M +29,230 New
LMKC
39
L.M. Kohn & Company
Ohio
$1.4M +$1.04M +21,015 +286%
EH
40
Equitable Holdings
New York
$1.06M +$323K +6,549 +44%
EFG
41
Elm3 Financial Group
Georgia
$1.05M +$1.05M +21,407 New
MOS
42
MGO One Seven
Ohio
$997K +$997K +20,248 New
MML Investors Services
43
MML Investors Services
Massachusetts
$920K +$1.28K +26 +0.1%
DADC
44
D.A. Davidson & Co
Montana
$835K +$835K +16,957 New
TCM
45
TD Capital Management
Tennessee
$818K +$21.9K +445 +3%
GVAG
46
Great Valley Advisor Group
Delaware
$783K +$21.5K +436 +3%
DWM
47
Drive Wealth Management
Utah
$772K +$14.2K +288 +2%
IWM
48
IHT Wealth Management
Illinois
$753K +$753K +15,292 New
Osaic Holdings
49
Osaic Holdings
Arizona
$694K +$679K +13,782 +4,594%
HI
50
Harbour Investments
Wisconsin
$694K -$22.4K -455 -3%
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