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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

23 hedge funds and large institutions have $75.4M invested in WisdomTree US Quality Growth Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+14
Holders Change %
+155.56%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
$21.3M
2
LPL Financial
LPL Financial
California
$7.45M
3
CAN
Cetera Advisor Networks
California
$1.17M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.14M
5
KAS
Kestra Advisory Services
Texas
$4.33M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
$18.6M
2
PWMG
Prestige Wealth Management Group
New Jersey
$17.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
1
RVW Wealth
California
$21.3M +$21.3M +583,100 New
LFA
2
Legacy Financial Advisors
Kentucky
$18.6M -$1.44M -39,235 -7%
PWMG
3
Prestige Wealth Management Group
New Jersey
$17.9M -$135K -3,678 -0.7%
LPL Financial
4
LPL Financial
California
$7.45M +$6.04M +165,001 +426%
KAS
5
Kestra Advisory Services
Texas
$4.33M +$713K +19,479 +20%
CAN
6
Cetera Advisor Networks
California
$1.17M +$1.17M +32,116 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.14M +$865K +23,652 +314%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$655K +$655K +17,913 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$648K +$81.5K +2,228 +14%
MLA
10
My Legacy Advisors
Oregon
$511K +$511K +13,919 New
CA
11
Cetera Advisors
Colorado
$324K +$324K +8,845 New
MFA
12
Millington Financial Advisors
Illinois
$297K – – –
PAG
13
Private Advisor Group
New Jersey
$245K +$245K +6,693 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$236K +$236K +6,446 New
HA
15
Herold Advisors
New York
$218K +$218K +5,971 New
DAS
16
Dynamic Advisor Solutions
Arizona
$205K +$205K +5,810 New
UBS Group
17
UBS Group
Switzerland
$54.9K +$53K +1,449 +2,734%
BCWM
18
Bartlett & Co Wealth Management
Ohio
$19K +$19K +518 New
BC
19
Bartlett & Co
Ohio
$19K +$19K +518 New
Osaic Holdings
20
Osaic Holdings
Arizona
$11K -$75.7K -2,070 -87%
GEA
21
Glen Eagle Advisors
New Jersey
$10.2K +$10.2K +280 New
GWSG
22
GPS Wealth Strategies Group
Colorado
$2.2K +$2.2K +60 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$37 +$37 +1 New