WisdomTree US Quality Growth Fund
QGRW
98 hedge funds and large institutions have $696M invested in WisdomTree US Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 9 closing their positions.
174% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 19
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
29% more capital invested
Capital invested by funds: $540M → $696M (+$156M)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
10% more funds holding
Funds holding: 89 → 98 (+9)
2.43% more ownership
Funds ownership: 77.8% → 80.23% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$162M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$8.62M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$6.57M |
| 5 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
-$7.12M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$2.08M |
| 3 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$2.08M |
| 4 |
CL
CLG LLC
Long Beach,
California
|
-$1.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
101
Tableaux
Stockbridge,
Massachusetts
| – | -$425K | -8,625 | Closed |
|
102
Stifel Financial
St. Louis,
Missouri
| – | -$308K | -6,259 | Closed |
|
|
NA
103
NewEdge Advisors
New Orleans,
Louisiana
| – | -$257K | -5,222 | Closed |
|
|
BFA
104
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$224K | -4,556 | Closed |
|
105
Jones Financial Companies
Des Peres,
Missouri
| – | -$96.6K | -1,962 | Closed |
|
|
AWM
106
Avior Wealth Management
Omaha,
Nebraska
| – | -$55.5K | -1,127 | Closed |
|
107
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6.21K | -125 | Closed |
|
QGRW Hedge Fund Activity: Q1 2025 in Review
98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q1 2025, worth a combined $696M — up 29% from $540M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new QGRW positions and 9 closed out — a net gain of 9 holders — while 52 added to existing stakes and 19 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $162M. The largest seller was Gratus Wealth Advisors, exiting entirely with an estimated $7.12M sold.
- 98 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q1 2025, up from 89 in Q4 2024.
- Funds reported $696M of WisdomTree US Quality Growth Fund stock for Q1 2025, up 29% quarter-over-quarter.
- 18 funds opened new WisdomTree US Quality Growth Fund positions in Q1 2025 and 9 closed out, a net change of +9 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $162M added.
- The largest WisdomTree US Quality Growth Fund seller in Q1 2025 was Gratus Wealth Advisors, an estimated $7.12M sold.
Based on aggregated 13F filings for Q1 2025.