WisdomTree US Quality Growth Fund
QGRW
77 hedge funds and large institutions have $413M invested in WisdomTree US Quality Growth Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
282% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 11
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
28% more funds holding
Funds holding: 60 → 77 (+17)
16% more capital invested
Capital invested by funds: $357M → $413M (+$56M)
1.59% more ownership
Funds ownership: 81.78% → 83.36% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$6.06M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.71M |
| 3 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$3.48M |
| 4 |
Morgan Stanley
New York
|
+$3.07M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$392K |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$358K |
| 3 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$269K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$233K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NP
76
NorthRock Partners
Minneapolis,
Minnesota
| $4.06K | +$3.93K | +89 | New |
|
|
GSEP
77
Golden State Equity Partners
South Coast Metro,
California
| $273 | +$265 | +6 | New |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$17.1K | -381 | Closed |
|
QGRW Hedge Fund Activity: Q3 2024 in Review
77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q3 2024, worth a combined $413M — up 16% from $357M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new QGRW positions and 1 closed out — a net gain of 17 holders — while 42 added to existing stakes and 11 trimmed.
The largest buyer was RVW Wealth, adding an estimated $6.06M. The largest seller was Legacy Financial Advisors, cutting an estimated $392K.
- 77 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q3 2024, up from 60 in Q2 2024.
- Funds reported $413M of WisdomTree US Quality Growth Fund stock for Q3 2024, up 16% quarter-over-quarter.
- 18 funds opened new WisdomTree US Quality Growth Fund positions in Q3 2024 and 1 closed out, a net change of +17 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q3 2024 was RVW Wealth, an estimated $6.06M added.
- The largest WisdomTree US Quality Growth Fund seller in Q3 2024 was Legacy Financial Advisors, an estimated $392K sold.
Based on aggregated 13F filings for Q3 2024.