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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

95 hedge funds and large institutions have $694M invested in WisdomTree US Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.29%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
18
Increased
50
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$147M
2
LPL Financial
LPL Financial
California
+$12.9M
3
Raymond James Financial
Raymond James Financial
Florida
+$7.83M
4
CIA
Concurrent Investment Advisors
Florida
+$5.97M
5
RDFA
Ritter Daniher Financial Advisory
Ohio
+$4.75M

Top Sellers

1
GWA
Gratus Wealth Advisors
Virginia
-$7.12M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$1.89M
3
TPI
Trust Point Inc
Wisconsin
-$1.89M
4
CL
CLG LLC
California
-$1.62M
5
Bank of America
Bank of America
North Carolina
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.77M +$961K +21,898 +34%
NS
27
NBC Securities
Alabama
$3.4M +$3.4M +77,345 +184,155%
FHA
28
Flagship Harbor Advisors
Massachusetts
$2.97M +$757K +17,244 +34%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.83M +$953K +21,709 +51%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.78M -$10.7K -244 -0.4%
TWP
31
Tempus Wealth Planning
California
$2.54M -$517K -11,787 -17%
HA
32
Herold Advisors
New York
$2.31M +$488K +11,108 +27%
KWM
33
Kingsview Wealth Management
Oregon
$2.12M +$482K +10,978 +30%
CFCI
34
Comprehensive Financial Consultants Institutional
Indiana
$1.87M -$17.1K -389 -0.9%
MOS
35
MGO One Seven
Ohio
$1.68M +$792K +18,032 +89%
LMKC
36
L.M. Kohn & Company
Ohio
$1.68M +$434K +9,880 +35%
AA
37
Armis Advisers
Georgia
$1.68M +$205K +4,681 +14%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.67M +$1.05M +23,880 +170%
KPWS
39
Kestra Private Wealth Services
Texas
$1.56M +$277K +6,305 +22%
RA
40
RFG Advisory
Alabama
$1.42M +$13.2K +300 +0.9%
CW
41
CreativeOne Wealth
Kansas
$1.21M -$442K -10,065 -27%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +24,508 New
TCM
43
TD Capital Management
Tennessee
$1.08M +$347K +7,895 +48%
EH
44
Equitable Holdings
New York
$1.02M +$72.9K +1,660 +8%
HI
45
Harbour Investments
Wisconsin
$1.01M +$393K +8,959 +64%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$887K +$484K +11,020 +120%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$814K +$814K +18,547 New
GVAG
48
Great Valley Advisor Group
Delaware
$766K +$68K +1,550 +10%
GIA
49
Gladstone Institutional Advisory
Florida
$689K +$689K +15,705 New
IWM
50
IHT Wealth Management
Illinois
$686K +$14.5K +331 +2%
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