WisdomTree US Quality Growth Fund
QGRW
60 hedge funds and large institutions have $357M invested in WisdomTree US Quality Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
24% more capital invested
Capital invested by funds: $287M → $357M (+$69.2M)
22% more funds holding
Funds holding: 49 → 60 (+11)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8.13% less ownership
Funds ownership: 89.9% → 81.78% (-8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$11.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.13M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.22M |
| 4 |
AC
Avestar Capital
New York
|
+$4.93M |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$3.1M |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$742K |
| 3 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
-$577K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$453K |
| 5 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$451K |
QGRW Hedge Fund Activity: Q2 2024 in Review
60 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2024, worth a combined $357M — up 24% from $287M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new QGRW positions and 2 closed out — a net gain of 13 holders — while 33 added to existing stakes and 10 trimmed.
The largest buyer was RVW Wealth, adding an estimated $11.5M. The largest seller was Legacy Financial Advisors, cutting an estimated $3.1M.
- 60 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $357M of WisdomTree US Quality Growth Fund stock for Q2 2024, up 24% quarter-over-quarter.
- 15 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2024 and 2 closed out, a net change of +13 holders.
- The largest WisdomTree US Quality Growth Fund buyer in Q2 2024 was RVW Wealth, an estimated $11.5M added.
- The largest WisdomTree US Quality Growth Fund seller in Q2 2024 was Legacy Financial Advisors, an estimated $3.1M sold.
Based on aggregated 13F filings for Q2 2024.