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WisdomTree US Quality Growth Fund
QGRW

89 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, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 13

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

31% more capital invested

Capital invested by funds: $413M → $540M (+$127M)

16% more funds holding

Funds holding: 77 → 89 (+12)

5.56% less ownership

Funds ownership: 83.36% → 77.8% (-5.6%)

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% 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
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$24.6M
2
CAP
Columbia Advisory Partners
Washington
+$12.8M
3
RDFA
Ritter Daniher Financial Advisory
Ohio
+$9.76M
4
GWA
Gratus Wealth Advisors
Virginia
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
-$1.91M
2
Jane Street
Jane Street
New York
-$1.26M
3
Stifel Financial
Stifel Financial
Missouri
-$1.13M
4
LFA
Legacy Financial Advisors
Kentucky
-$959K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
51
D'Orazio & Associates
Virginia
$476K +$173K +3,598 +59%
MFA
52
Millington Financial Advisors
Illinois
$454K – – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$453K +$167K +3,471 +61%
SPC
54
Sigma Planning Corp
Michigan
$429K +$420K +8,713 New
T
55
Tableaux
Massachusetts
$425K +$415K +8,625 New
Brown Advisory
56
Brown Advisory
Maryland
$420K – – –
BCG
57
Bravias Capital Group
New Jersey
$392K +$377K +7,827 New
HHGA
58
Halbert Hargrove Global Advisors
California
$368K -$819 -17 -0.2%
AAS
59
Avantax Advisory Services
Texas
$362K +$96.2K +1,998 +37%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$324K -$79.3K -1,646 -20%
Stifel Financial
61
Stifel Financial
Missouri
$308K -$1.13M -23,379 -79%
LPAM
62
Lodestar Private Asset Management
California
$295K +$75.3K +1,564 +35%
NA
63
NewEdge Advisors
Louisiana
$257K +$251K +5,222 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$256K +$14.3K +296 +6%
PAS
65
Park Avenue Securities
New York
$254K +$248K +5,154 New
RHP
66
Royal Harbor Partners
Texas
$238K +$233K +4,832 New
FF
67
Farrell Financial
New York
$237K +$232K +4,819 New
AWS
68
Atria Wealth Solutions
New York
$232K +$2.12K +44 +0.9%
BFA
69
Beacon Financial Advisory
Ohio
$224K +$144 +3 +0.1%
IFG
70
Independent Financial Group
California
$224K -$3.61K -75 -2%
CA
71
CoreCap Advisors
Michigan
$222K +$94.5K +1,962 +77%
KAS
72
KPP Advisory Services
Kentucky
$217K +$212K +4,413 New
GWP
73
Gateway Wealth Partners
Wisconsin
$211K +$206K +4,276 New
JP Morgan Chase
74
JP Morgan Chase
New York
$158K -$151K -3,139 -49%
FFA
75
Founders Financial Alliance
North Carolina
$130K +$113K +2,348 +821%
1 2
3
4 5

QGRW Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q4 2024, worth a combined $540M — up 31% from $413M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new QGRW positions and 12 closed out — a net gain of 14 holders — while 44 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was NBC Securities, cutting an estimated $1.91M.

  • 89 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $540M of WisdomTree US Quality Growth Fund stock for Q4 2024, up 31% quarter-over-quarter.
  • 26 funds opened new WisdomTree US Quality Growth Fund positions in Q4 2024 and 12 closed out, a net change of +14 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q4 2024 was LPL Financial, an estimated $24.6M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q4 2024 was NBC Securities, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2024.