WisdomTree US Quality Growth Fund
QGRW
7 hedge funds and large institutions have $37.2M invested in WisdomTree US Quality Growth Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
4,266% more capital invested
Capital invested by funds: $852K → $37.2M (+$36.3M)
250% more funds holding
Funds holding: 2 → 7 (+5)
47.62% more ownership
Funds ownership: 30% → 77.62% (+48%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$16.8M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$15.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$658K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$183K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$50.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $19.1M | +$16.8M | +561,956 | +3,491% |
|
|
PWMG
2
Prestige Wealth Management Group
Flemington,
New Jersey
| $16.7M | +$15.1M | +503,915 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $726K | +$658K | +21,980 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $454K | -$5.3K | -177 | -1% |
|
|
MFA
5
Millington Financial Advisors
Naperville,
Illinois
| $203K | +$183K | +6,128 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $55.3K | +$50.1K | +1,672 | New |
|
7
UBS Group
Zurich,
Switzerland
| $132 | +$120 | +4 | New |
|
QGRW Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2023, worth a combined $37.2M — up 4,266% from $852K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QGRW positions and 0 closed out — a net gain of 5 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Legacy Financial Advisors, adding an estimated $16.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.3K.
- 7 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2023, up from 2 in Q1 2023.
- Funds reported $37.2M of WisdomTree US Quality Growth Fund stock for Q2 2023, up 4,266% quarter-over-quarter.
- 5 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2023 and 0 closed out, a net change of +5 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $16.8M added.
- The largest WisdomTree US Quality Growth Fund seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $5.3K sold.
Based on aggregated 13F filings for Q2 2023.