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WisdomTree US Quality Growth Fund
QGRW

Overview Fund Activity

59 hedge funds and large institutions have $355M invested in WisdomTree US Quality Growth Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
32
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
+$12.3M
2
LPL Financial
LPL Financial
California
+$7.65M
3
PAG
Private Advisor Group
New Jersey
+$6.68M
4
AC
Avestar Capital
New York
+$5.28M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$3.59M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
-$3.32M
2
PWMG
Prestige Wealth Management Group
New Jersey
-$796K
3
TPI
Trust Point Inc
Wisconsin
-$619K
4
OMC
Old Mission Capital
Illinois
-$453K
5
MLA
My Legacy Advisors
Oregon
-$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$135M -$619K -13,815 -0.5%
RW
2
RVW Wealth
California
$44.3M +$12.3M +274,258 +38%
LPL Financial
3
LPL Financial
California
$31.1M +$7.65M +170,620 +33%
Bank of America
4
Bank of America
North Carolina
$27.3M +$571K +12,747 +2%
PWMG
5
Prestige Wealth Management Group
New Jersey
$19.7M -$796K -17,761 -4%
LFA
6
Legacy Financial Advisors
Kentucky
$17.3M -$3.32M -74,120 -16%
PAG
7
Private Advisor Group
New Jersey
$16.2M +$6.68M +148,906 +70%
TI
8
tru Independence
Oregon
$6.23M +$396K +8,834 +7%
KAS
9
Kestra Advisory Services
Texas
$6M -$208K -4,636 -3%
SAM
10
Smartleaf Asset Management
Massachusetts
$5.47M +$5.23K +116 +0.1%
IA
11
Insight Advisors
Pennsylvania
$5.41M +$2.2M +49,024 +68%
AC
12
Avestar Capital
New York
$5.28M +$5.28M +117,881 New
GWSG
13
GPS Wealth Strategies Group
Colorado
$4.9M +$3.59M +79,972 +272%
AI
14
Atria Investments
North Carolina
$2.45M +$1.2M +26,704 +96%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.42M +$239K +5,339 +11%
OPWM
16
Oxinas Partners Wealth Management
Indiana
$2.08M +$1.04M +23,272 +101%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.9M +$458K +10,206 +32%
NS
18
NBC Securities
Alabama
$1.74M +$213K +4,743 +14%
RA
19
RFG Advisory
Alabama
$1.58M +$107K +2,390 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.49M +$86.7K +1,935 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.35M +$109K +2,423 +9%
HA
22
Herold Advisors
New York
$1.31M +$660K +14,720 +101%
Stifel Financial
23
Stifel Financial
Missouri
$1.27M +$1.27M +28,389 New
KWM
24
Kingsview Wealth Management
Oregon
$1.26M +$459K +10,229 +57%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.12M +$1.12M +25,078 New
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