WisdomTree US Quality Growth Fund
QGRW
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.
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
|
$17.4M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$0 |
| 3 |
PWMG
3
Prestige Wealth Management Group
Flemington,
New Jersey
|
$15.7M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LFA
1
Legacy Financial Advisors
Covington,
Kentucky
| $17.4M | 548,275 | -29,779 | -5% |
|
|
PWMG
2
Prestige Wealth Management Group
Flemington,
New Jersey
| $15.7M | 493,018 | -10,897 | -2% |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| $3.14M | 98,828 | +98,828 | New |
|
4
LPL Financial
San Diego,
California
| $1.23M | 38,716 | +38,716 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $492K | 15,479 | +1,750 | +13% |
|
|
MFA
6
Millington Financial Advisors
Naperville,
Illinois
| $258K | 8,123 | +1,995 | +33% |
|
|
RJFSA
7
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $240K | 7,541 | +7,541 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $75.3K | 2,370 | +698 | +42% |
|
9
UBS Group
Zurich,
Switzerland
| $1.68K | 53 | +49 | +1,225% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | – | -21,980 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|