WisdomTree US Quality Growth Fund
QGRW
2 hedge funds and large institutions have $852K invested in WisdomTree US Quality Growth Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
23% more capital invested
Capital invested by funds: $690K → $852K (+$162K)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
28.84% less ownership
Funds ownership: 58.84% → 30% (-29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$421K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $457K | +$421K | +16,098 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $395K | +$17.9K | +686 | +5% |
|
|
3
Citadel Advisors
Miami,
Florida
| – | -$380K | -16,201 | Closed |
|
QGRW Hedge Fund Activity: Q1 2023 in Review
2 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q1 2023, worth a combined $852K — up 23% from $690K a quarter earlier.
Fund positioning in QGRW was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Legacy Financial Advisors, opening a new position worth an estimated $421K. The largest seller was Citadel Advisors, exiting entirely with an estimated $380K sold.
- 2 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $852K of WisdomTree US Quality Growth Fund stock for Q1 2023, up 23% quarter-over-quarter.
- 1 fund opened new WisdomTree US Quality Growth Fund positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q1 2023 was Legacy Financial Advisors, an estimated $421K added.
- The largest WisdomTree US Quality Growth Fund seller in Q1 2023 was Citadel Advisors, an estimated $380K sold.
Based on aggregated 13F filings for Q1 2023.