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WisdomTree US Quality Growth Fund
QGRW

101 hedge funds and large institutions have $1.29B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

85% more capital invested

Capital invested by funds: $696M → $1.29B (+$590M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.44% more ownership

Funds ownership: 80.23% → 85.67% (+5.4%)

3% more funds holding

Funds holding: 98 → 101 (+3)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
14
Increased
52
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAF
Smith Anglin Financial
Texas
+$160M
2
HighTower Advisors
HighTower Advisors
Illinois
+$95.9M
3
Morgan Stanley
Morgan Stanley
New York
+$89.5M
4
LPL Financial
LPL Financial
California
+$23.6M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
TPI
Trust Point Inc
Wisconsin
-$16.2M
2
Raymond James Financial
Raymond James Financial
Florida
-$4.99M
3
TWP
Tempus Wealth Planning
California
-$2.48M
4
AC
Avestar Capital
New York
-$1.73M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.37M +$695K +14,775 +17%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.63M +$3.41M +72,475 +467%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.39M -$108K -2,300 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$4.31M +$876K +18,632 +29%
NS
30
NBC Securities
Alabama
$4.17M +$92.8K +1,973 +3%
AC
31
Avestar Capital
New York
$3.92M -$1.73M -36,742 -33%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.69M +$267K +5,682 +9%
KWM
33
Kingsview Wealth Management
Oregon
$3.34M +$721K +15,344 +32%
FHA
34
Flagship Harbor Advisors
Massachusetts
$3.19M -$336K -7,141 -11%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$2.52M +53,607 +1,060%
MOS
36
MGO One Seven
Ohio
$2.76M +$672K +14,305 +37%
HA
37
Herold Advisors
New York
$2.57M -$168K -3,583 -7%
CFCI
38
Comprehensive Financial Consultants Institutional
Indiana
$2.18M -$55K -1,170 -3%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.14M +$132K +2,801 +7%
LMKC
40
L.M. Kohn & Company
Ohio
$2.08M +$65K +1,383 +4%
RA
41
RFG Advisory
Alabama
$1.85M +$137K +2,916 +9%
AA
42
Armis Advisers
Georgia
$1.81M -$173K -3,671 -10%
TCM
43
TD Capital Management
Tennessee
$1.72M +$386K +8,217 +34%
KPWS
44
Kestra Private Wealth Services
Texas
$1.7M -$149K -3,180 -9%
EH
45
Equitable Holdings
New York
$1.55M +$294K +6,249 +27%
HI
46
Harbour Investments
Wisconsin
$1.33M +$106K +2,257 +10%
SA
47
Sanctuary Advisors
Indiana
$1.31M -$654K -13,910 -36%
CW
48
CreativeOne Wealth
Kansas
$1.01M -$383K -8,139 -30%
BCG
49
Bravias Capital Group
New Jersey
$992K +$307K +6,538 +53%
GVAG
50
Great Valley Advisor Group
Delaware
$935K +$17.1K +363 +2%
1
2
3 4 5

QGRW Hedge Fund Activity: Q2 2025 in Review

101 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2025, worth a combined $1.29B — up 85% from $696M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QGRW positions and 11 closed out — a net gain of 3 holders — while 52 added to existing stakes and 28 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $160M. The largest seller was Trust Point Inc, cutting an estimated $16.2M.

  • 101 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $1.29B of WisdomTree US Quality Growth Fund stock for Q2 2025, up 85% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q2 2025 was Smith Anglin Financial, an estimated $160M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q2 2025 was Trust Point Inc, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2025.