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WisdomTree US Quality Growth Fund
QGRW
QGRW
150 hedge funds and large institutions have $1.72B invested in WisdomTree US Quality Growth Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
148% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 31
12% more funds holding
Funds holding: 134 → 150 (+16)
5.15% more ownership
Funds ownership: 77.36% → 82.51% (+5.1%)
5% more capital invested
Capital invested by funds: $1.64B → $1.72B (+$80.1M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
27
Increased
77
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$36.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$36.2M |
| 3 |
Morgan Stanley
New York
|
+$28.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$26.5M |
| 5 |
Rockefeller Capital Management
New York
|
+$23.2M |
Top Sellers
| 1 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$28.8M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$15.2M |
| 3 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$6.3M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$5.38M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
151
GK Wealth Management
Reno,
Nevada
| – | -$1.04M | -17,716 | Closed |
|
|
SWM
152
Shrier Wealth Management
Los Angeles,
California
| – | -$271K | -4,614 | Closed |
|
|
IFG
153
Independent Financial Group
San Diego,
California
| – | -$264K | -4,507 | Closed |
|
|
RHP
154
Royal Harbor Partners
Houston,
Texas
| – | -$238K | -4,050 | Closed |
|
155
Mercer Global Advisors
Denver,
Colorado
| – | -$200K | -3,409 | Closed |
|
|
FFA
156
Farther Finance Advisors
San Francisco,
California
| – | -$75K | -1,279 | Closed |
|
|
CTC
157
Central Trust Company
Jefferson City,
Missouri
| – | -$41K | -699 | Closed |
|
|
OC
158
Optima Capital
Beaverton,
Oregon
| – | -$1.53K | -26 | Closed |
|