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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
EFG
76
Elm3 Financial Group
Georgia
$358K -$151K -2,768 -31%
LA
77
Legacy Advisors
Pennsylvania
$357K +$341K +6,225 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$356K +$340K +6,209 New
DOA
79
D'Orazio & Associates
Virginia
$348K
FFA
80
Founders Financial Alliance
North Carolina
$342K +$26.8K +490 +9%
EA
81
Enclave Advisors
Texas
$340K +$325K +5,935 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$340K -$108K -1,974 -25%
CA
83
CoreCap Advisors
Michigan
$322K
FIA
84
Foundations Investment Advisors
Arizona
$316K -$123K -2,243 -29%
FWP
85
Falcon Wealth Planning
California
$301K -$13.2K -241 -4%
Creative Planning
86
Creative Planning
Kansas
$301K +$287K +5,242 New
TWP
87
Tempus Wealth Planning
California
$287K -$9.68K -177 -3%
P
88
&Partners
Tennessee
$265K +$253K +4,624 New
EWM
89
Empirical Wealth Management
Washington
$265K +$252K +4,615 New
VA
90
VestGen Advisors
Illinois
$263K -$455K -8,312 -64%
RHP
91
Royal Harbor Partners
Texas
$260K -$29.8K -544 -11%
DAS
92
Dynamic Advisor Solutions
Arizona
$258K -$1.09K -20 -0.4%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$235K +$224K +4,100 New
SWP
94
Stratos Wealth Partners
Ohio
$217K +$207K +3,778 New
LWA
95
Lantern Wealth Advisors
New York
$216K +$206K +3,770 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$174K +$104K +1,909 +170%
CF
97
Centaurus Financial
California
$114K +$108K +1,982 New
TAM
98
Tucker Asset Management
Colorado
$96.4K
GSWM
99
Golden State Wealth Management
California
$63.7K +$36.3K +664 +149%
AAS
100
Ameritas Advisory Services
Nebraska
$54.6K

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.