WisdomTree US Quality Growth Fund
QGRW
9 hedge funds and large institutions have $38.5M invested in WisdomTree US Quality Growth Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
4% more capital invested
Capital invested by funds: $37.2M → $38.5M (+$1.32M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.14% less ownership
Funds ownership: 77.62% → 73.48% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.28M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$249K |
| 4 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
+$65.8K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$57.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$983K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 3 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $17.4M | -$983K | -29,779 | -5% |
|
|
PWMG
2
Prestige Wealth Management Group
Flemington,
New Jersey
| $15.7M | -$360K | -10,897 | -2% |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| $3.14M | +$3.26M | +98,828 | New |
|
|
4
LPL Financial
San Diego,
California
| $1.23M | +$1.28M | +38,716 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $492K | +$57.8K | +1,750 | +13% |
|
|
MFA
6
Millington Financial Advisors
Naperville,
Illinois
| $258K | +$65.8K | +1,995 | +33% |
|
|
RJFSA
7
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $240K | +$249K | +7,541 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $75.3K | +$23K | +698 | +42% |
|
9
UBS Group
Zurich,
Switzerland
| $1.68K | +$1.62K | +49 | +1,225% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$726K | -21,980 | Closed |
|
QGRW Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q3 2023, worth a combined $38.5M — up 3.6% from $37.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QGRW positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.26M. The largest seller was Legacy Financial Advisors, cutting an estimated $983K.
- 9 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $38.5M of WisdomTree US Quality Growth Fund stock for Q3 2023, up 3.6% quarter-over-quarter.
- 3 funds opened new WisdomTree US Quality Growth Fund positions in Q3 2023 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q3 2023 was Kestra Advisory Services, an estimated $3.26M added.
- The largest WisdomTree US Quality Growth Fund seller in Q3 2023 was Legacy Financial Advisors, an estimated $983K sold.
Based on aggregated 13F filings for Q3 2023.