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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

50 hedge funds and large institutions have $288M invested in WisdomTree US Quality Growth Fund in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+27
Holders Change %
+117.39%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
16
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPI
Trust Point Inc
Wisconsin
+$124M
2
Bank of America
Bank of America
North Carolina
+$24.5M
3
LPL Financial
LPL Financial
California
+$13.1M
4
PAG
Private Advisor Group
New Jersey
+$8.42M
5
RW
RVW Wealth
California
+$5.41M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
-$2M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$1.35M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$236K
4
MLA
My Legacy Advisors
Oregon
-$121K
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$19K
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$124M +$124M +3,023,477 New
RW
2
RVW Wealth
California
$29.4M +$5.41M +131,583 +23%
Bank of America
3
Bank of America
North Carolina
$24.5M +$24.5M +595,566 New
LPL Financial
4
LPL Financial
California
$21.5M +$13.1M +318,452 +156%
LFA
5
Legacy Financial Advisors
Kentucky
$18.9M -$2M -48,710 -10%
PWMG
6
Prestige Wealth Management Group
New Jersey
$18.8M -$1.35M -32,861 -7%
PAG
7
Private Advisor Group
New Jersey
$8.7M +$8.42M +204,874 +3,061%
KAS
8
Kestra Advisory Services
Texas
$5.69M +$824K +20,058 +17%
TI
9
tru Independence
Oregon
$5.35M +$5.35M +130,064 New
SAM
10
Smartleaf Asset Management
Massachusetts
$4.99M +$4.99M +121,081 New
IA
11
Insight Advisors
Pennsylvania
$2.95M +$2.95M +71,711 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2M +$2M +48,647 New
CAN
13
Cetera Advisor Networks
California
$1.52M +$195K +4,748 +15%
NS
14
NBC Securities
Alabama
$1.41M +$1.41M +34,107 New
RA
15
RFG Advisory
Alabama
$1.35M +$1.35M +32,903 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.32M +$42.4K +1,032 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.29M +$1.29M +31,357 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$1.21M +$1.21M +29,325 +48,875%
AI
19
Atria Investments
North Carolina
$1.15M +$1.15M +27,938 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.13M +$398K +9,672 +54%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$950K +$950K +23,112 New
UBS Group
22
UBS Group
Switzerland
$758K +$696K +16,943 +1,128%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$755K +$27K +657 +4%
KWM
24
Kingsview Wealth Management
Oregon
$737K +$737K +17,934 New
HA
25
Herold Advisors
New York
$596K +$351K +8,541 +143%
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