We are live on ! Find out more
QGRW icon

WisdomTree US Quality Growth Fund
QGRW

115 hedge funds and large institutions have $1.41B invested in WisdomTree US Quality Growth Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

14% more funds holding

Funds holding: 101 → 115 (+14)

10% more capital invested

Capital invested by funds: $1.29B → $1.41B (+$125M)

5.43% less ownership

Funds ownership: 85.67% → 80.24% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.51%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
22
Increased
49
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$72.1M
2
Bank of America
Bank of America
North Carolina
+$49.7M
3
LPL Financial
LPL Financial
California
+$29.3M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18.8M
5
FZCM
Flynn Zito Capital Management
New York
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.75M
2
RW
RVW Wealth
California
-$3.78M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.12M
4
MML Investors Services
MML Investors Services
Massachusetts
-$2.65M
5
LMKC
L.M. Kohn & Company
Ohio
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$5.99M +$5.63M +102,870 New
CIA
27
Concurrent Investment Advisors
Florida
$5.88M -$1.19M -21,696 -17%
Ameriprise
28
Ameriprise
Minnesota
$5.62M +$5.36M +97,891 New
NS
29
NBC Securities
Alabama
$5.01M +$438K +8,001 +10%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$4.92M +$209K +3,819 +5%
SS
31
Sunbelt Securities
Texas
$4.79M +$4.56M +83,421 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.36M +$952K +17,409 +30%
KWM
33
Kingsview Wealth Management
Oregon
$4.3M +$628K +11,483 +18%
AC
34
Avestar Capital
New York
$4.12M -$155K -2,839 -4%
FHA
35
Flagship Harbor Advisors
Massachusetts
$3.5M +$20.8K +381 +0.6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.35M -$1.37M -25,118 -30%
MOS
37
MGO One Seven
Ohio
$3.27M +$242K +4,424 +8%
HA
38
Herold Advisors
New York
$2.98M +$169K +3,092 +6%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.67M +$341K +6,227 +15%
CFCI
40
Comprehensive Financial Consultants Institutional
Indiana
$2.6M +$214K +3,919 +9%
TCM
41
TD Capital Management
Tennessee
$2.34M +$441K +8,064 +25%
MML Investors Services
42
MML Investors Services
Massachusetts
$2.27M -$2.65M -48,369 -55%
EH
43
Equitable Holdings
New York
$2.15M +$439K +8,029 +27%
SF
44
Summit Financial
New Jersey
$2.02M +$1.93M +35,263 New
RA
45
RFG Advisory
Alabama
$1.94M -$73.6K -1,346 -4%
HI
46
Harbour Investments
Wisconsin
$1.75M +$283K +5,170 +20%
KPWS
47
Kestra Private Wealth Services
Texas
$1.73M -$121K -2,212 -7%
Truist Financial
48
Truist Financial
North Carolina
$1.56M +$1.48M +27,132 New
BCG
49
Bravias Capital Group
New Jersey
$1.44M +$345K +6,307 +33%
SA
50
Sanctuary Advisors
Indiana
$1.44M +$3.88K +71 +0.3%
1
2
3 4 5

QGRW Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q3 2025, worth a combined $1.41B — up 9.8% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QGRW positions and 6 closed out — a net gain of 16 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $72.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.75M.

  • 115 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q3 2025, up from 101 in Q2 2025.
  • Funds reported $1.41B of WisdomTree US Quality Growth Fund stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 22 funds opened new WisdomTree US Quality Growth Fund positions in Q3 2025 and 6 closed out, a net change of +16 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q3 2025 was HighTower Advisors, an estimated $72.1M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q3 2025 was Commonwealth Equity Services, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2025.