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WisdomTree US Quality Growth Fund

101 hedge funds and large institutions have $1.29B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

85% more capital invested

Capital invested by funds: $696M → $1.29B (+$590M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5.44% more ownership

Funds ownership: 80.23%85.67% (+5.4%)

3% more funds holding

Funds holding: 98101 (+3)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
14
Increased
52
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
76
D'Orazio & Associates
Virginia
$319K -$169K -3,590 -37%
WWM
77
Western Wealth Management
Colorado
$299K +$267K +5,689 New
CA
78
CoreCap Advisors
Michigan
$295K +$12K +256 +5%
FWP
79
Falcon Wealth Planning
California
$288K +$4.14K +88 +2%
FFA
80
Founders Financial Alliance
North Carolina
$287K +$41.4K +881 +19%
TWP
81
Tempus Wealth Planning
California
$273K -$2.48M -52,725 -91%
RHP
82
Royal Harbor Partners
Texas
$267K -$5.74K -122 -2%
DAS
83
Dynamic Advisor Solutions
Arizona
$238K -$85.8K -1,825 -29%
SPIA
84
Steward Partners Investment Advisory
New York
$232K +$208K +4,423 New
JP Morgan Chase
85
JP Morgan Chase
New York
$137K +$9.17K +195 +8%
TAM
86
Tucker Asset Management
Colorado
$88.3K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$58.9K -$50.1K -1,066 -49%
AAS
88
Ameritas Advisory Services
Nebraska
$50K +$44.7K +951 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$35.4K +$31.8K +677 New
AWM
90
AE Wealth Management
Kansas
$33.1K +$10.2K +217 +53%
ACA
91
Aptus Capital Advisors
Alabama
$31K
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$30K +$26.8K +570 New
JFA
93
JNBA Financial Advisors
Minnesota
$27.6K +$24.7K +525 New
GSWM
94
Golden State Wealth Management
California
$23.5K +$21K +447 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$21K
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$21K
C
97
Covestor
United Kingdom
$19K +$2.49K +53 +17%
IA
98
IFP Advisors
Florida
$17.7K +$3.24K +69 +26%
GEA
99
Glen Eagle Advisors
New Jersey
$14.7K
Comerica Bank
100
Comerica Bank
Texas
$12.6K +$235 +5 +2%

QGRW Hedge Fund Activity: Q2 2025 in Review

101 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2025, worth a combined $1.29B — up 85% from $696M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QGRW positions and 11 closed out — a net gain of 3 holders — while 52 added to existing stakes and 28 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $160M. The largest seller was Trust Point Inc, cutting an estimated $16.2M.

  • 101 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $1.29B of WisdomTree US Quality Growth Fund stock for Q2 2025, up 85% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q2 2025 was Smith Anglin Financial, an estimated $160M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q2 2025 was Trust Point Inc, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2025.