QGRW icon

WisdomTree US Quality Growth Fund

88 hedge funds and large institutions have $540M invested in WisdomTree US Quality Growth Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
88
Holders Change
+12
Holders Change %
+15.79%
% of All Funds
1.17%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
26
Increased
44
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$149M 3,017,086 +2,839 +0.1%
LPL Financial
2
LPL Financial
California
$61.9M 1,256,028 +511,420 +69%
RW
3
RVW Wealth
California
$58.3M 1,182,836 +56,685 +5%
Bank of America
4
Bank of America
North Carolina
$30.8M 624,516 +5,184 +0.8%
PAG
5
Private Advisor Group
New Jersey
$22.8M 463,371 +65,348 +16%
PWMG
6
Prestige Wealth Management Group
New Jersey
$21M 426,150 -4,458 -1%
LFA
7
Legacy Financial Advisors
Kentucky
$17.6M 357,410 -19,922 -5%
CAP
8
Columbia Advisory Partners
Washington
$13.1M 265,558 +265,558 New
Morgan Stanley
9
Morgan Stanley
New York
$10.4M 210,812 +121,165 +135%
KAS
10
Kestra Advisory Services
Texas
$10.3M 209,217 +16,130 +8%
SAM
11
Smartleaf Asset Management
Massachusetts
$10M 201,521 +1,684 +0.8%
RDFA
12
Ritter Daniher Financial Advisory
Ohio
$9.99M 202,771 +202,771 New
IA
13
Insight Advisors
Pennsylvania
$9.86M 198,351 +31,233 +19%
GWSG
14
GPS Wealth Strategies Group
Colorado
$9.36M 190,106 +34,295 +22%
TI
15
tru Independence
Oregon
$7.64M 155,118 +1,111 +0.7%
GWA
16
Gratus Wealth Advisors
Virginia
$7.12M 144,542 +144,542 New
AI
17
Atria Investments
North Carolina
$7.11M 144,438 +30,884 +27%
AC
18
Avestar Capital
New York
$6.71M 136,133 +17,516 +15%
Raymond James Financial
19
Raymond James Financial
Florida
$6.35M 128,910 +128,910 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.48M 111,315 +4,569 +4%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$5.32M 107,921 +11,181 +12%
EWA
22
Etesian Wealth Advisors
Oregon
$4.91M 99,618 +30,953 +45%
UBS Group
23
UBS Group
Switzerland
$4.12M 83,584 +58,886 +238%
TWP
24
Tempus Wealth Planning
California
$3.43M 69,700 +69,700 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.15M 63,975 +31,449 +97%