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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.6M |
| 2 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$12.8M |
| 3 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$9.76M |
| 4 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
+$6.96M |
| 5 |
Morgan Stanley
New York
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$1.91M |
| 2 |
Jane Street
New York
|
-$1.26M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.13M |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$959K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$903K |
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.