WisdomTree US Quality Growth Fund
QGRW
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.
156% more funds holding
Funds holding: 9 → 23 (+14)
96% more capital invested
Capital invested by funds: $38.5M → $75.4M (+$36.9M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
51.46% more ownership
Funds ownership: 73.48% → 124.93% (+51%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$19.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.59M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.09M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$802K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$1.33M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$125K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$70.2K |
QGRW Hedge Fund Activity: Q4 2023 in Review
23 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q4 2023, worth a combined $75.4M — up 96% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new QGRW positions and 0 closed out — a net gain of 14 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was RVW Wealth, opening a new position worth an estimated $19.8M. The largest seller was Legacy Financial Advisors, cutting an estimated $1.33M.
- 23 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $75.4M of WisdomTree US Quality Growth Fund stock for Q4 2023, up 96% quarter-over-quarter.
- 14 funds opened new WisdomTree US Quality Growth Fund positions in Q4 2023 and 0 closed out, a net change of +14 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q4 2023 was RVW Wealth, an estimated $19.8M added.
- The largest WisdomTree US Quality Growth Fund seller in Q4 2023 was Legacy Financial Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2023.