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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

95 hedge funds and large institutions have $694M invested in WisdomTree US Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.29%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
18
Increased
50
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$147M
2
LPL Financial
LPL Financial
California
+$12.9M
3
Raymond James Financial
Raymond James Financial
Florida
+$7.83M
4
CIA
Concurrent Investment Advisors
Florida
+$5.97M
5
RDFA
Ritter Daniher Financial Advisory
Ohio
+$4.75M

Top Sellers

1
GWA
Gratus Wealth Advisors
Virginia
-$7.12M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$1.89M
3
TPI
Trust Point Inc
Wisconsin
-$1.89M
4
CL
CLG LLC
California
-$1.62M
5
Bank of America
Bank of America
North Carolina
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
101
Beacon Financial Advisory
Ohio
– -$224K -4,556 Closed
Jones Financial Companies
102
Jones Financial Companies
Missouri
– -$96.6K -1,962 Closed
AWM
103
Avior Wealth Management
Nebraska
– -$55.5K -1,127 Closed
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
– -$6.22K -125 Closed
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