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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

76 hedge funds and large institutions have $413M invested in WisdomTree US Quality Growth Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+17
Holders Change %
+28.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
19
Increased
41
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
RVW Wealth
California
$51.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.87M
3
SAM
3
Smartleaf Asset Management
Massachusetts
$9.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.09M
5
KAS
5
Kestra Advisory Services
Texas
$8.81M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$0
2
LFA
2
Legacy Financial Advisors
Kentucky
$17.2M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$19.6M
4
LMKC
4
L.M. Kohn & Company
Ohio
$335K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$297K +$13.7K +300 +5%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$290K +$43.8K +960 +18%
DOA
53
D'Orazio & Associates
Virginia
$277K – – –
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$273K +$273K +5,978 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$261K -$14K -306 -5%
AAS
56
Avantax Advisory Services
Texas
$244K +$16.2K +354 +7%
FWP
57
Falcon Wealth Planning
California
$230K +$2.51K +55 +1%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$224K +$224K +4,908 New
AWS
59
Atria Wealth Solutions
New York
$212K +$212K +4,657 New
BFA
60
Beacon Financial Advisory
Ohio
$208K – – –
LPAM
61
Lodestar Private Asset Management
California
$202K +$202K +4,433 New
CA
62
CoreCap Advisors
Michigan
$116K +$17.1K +375 +17%
TAM
63
Tucker Asset Management
Colorado
$76.7K – – –
AWM
64
Avior Wealth Management
Nebraska
$51.4K +$51.4K +1,127 New
PS
65
Principal Securities
Iowa
$33.4K +$33.4K +732 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$27.2K -$31.9K -699 -54%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$16.3K – – –
ACA
68
Aptus Capital Advisors
Alabama
$14.5K +$14.5K +318 New
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5K +$14.5K +318 New
Osaic Holdings
70
Osaic Holdings
Arizona
$13.7K – – –
FFA
71
Founders Financial Alliance
North Carolina
$13K +$12.8K +281 +5,620%
GEA
72
Glen Eagle Advisors
New Jersey
$12.8K – – –
C
73
Covestor
United Kingdom
$10K -$1.28K -29 -11%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$5.7K +$5.7K +125 New
NP
75
NorthRock Partners
Minnesota
$4.06K +$4.06K +89 New
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3
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