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WisdomTree US Quality Growth Fund

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: 101115 (+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: 1312 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$1.24M +$227K +4,144 +24%
GVAG
52
Great Valley Advisor Group
Delaware
$1.15M +$121K +2,212 +12%
CW
53
CreativeOne Wealth
Kansas
$1.01M -$89.6K -1,638 -8%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$880K -$4.75M -86,761 -85%
JP Morgan Chase
55
JP Morgan Chase
New York
$813K +$633K +11,569 +444%
CFD
56
Creative Financial Designs
Indiana
$774K +$365K +6,674 +98%
DADC
57
D.A. Davidson & Co
Montana
$765K -$9.3K -170 -1%
PAS
58
Park Avenue Securities
New York
$656K +$74.6K +1,363 +14%
FF
59
Farrell Financial
New York
$652K +$63.3K +1,158 +11%
UAG
60
United Advisor Group
Ohio
$644K +$78.7K +1,439 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$614K +$39.6K +724 +7%
AWA
62
Arkadios Wealth Advisors
Georgia
$590K +$160K +2,923 +40%
GWP
63
Gateway Wealth Partners
Wisconsin
$568K +$177K +3,227 +48%
WWM
64
Western Wealth Management
Colorado
$550K +$214K +3,904 +69%
NA
65
NewEdge Advisors
Louisiana
$539K +$514K +9,395 New
SIA
66
Soltis Investment Advisors
Utah
$531K +$506K +9,256 New
IF
67
Intrua Financial
Texas
$526K +$502K +9,173 New
MFA
68
Millington Financial Advisors
Illinois
$521K -$3.83K -70 -0.8%
Brown Advisory
69
Brown Advisory
Maryland
$503K +$17.7K +324 +4%
WA
70
Win Advisors
Florida
$494K -$1.04K -19 -0.2%
EAM
71
Empirical Asset Management
Massachusetts
$472K +$59.2K +1,082 +15%
KAS
72
KPP Advisory Services
Kentucky
$439K -$35.5K -649 -8%
IFG
73
Independent Financial Group
California
$409K +$45.8K +838 +13%
HHGA
74
Halbert Hargrove Global Advisors
California
$403K -$328 -6 -0.1%
SPIA
75
Steward Partners Investment Advisory
New York
$393K +$133K +2,434 +55%

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.