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WisdomTree US Quality Growth Fund

101 hedge funds and large institutions have $1.29B invested in WisdomTree US Quality Growth Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

85% more capital invested

Capital invested by funds: $696M → $1.29B (+$590M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5.44% more ownership

Funds ownership: 80.23%85.67% (+5.4%)

3% more funds holding

Funds holding: 98101 (+3)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
14
Increased
52
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$197M +$19.2M +407,979 +12%
SAF
2
Smith Anglin Financial
Texas
$178M +$160M +3,394,147 New
TPI
3
Trust Point Inc
Wisconsin
$138M -$16.2M -344,207 -12%
Morgan Stanley
4
Morgan Stanley
New York
$116M +$89.5M +1,904,214 +609%
LPL Financial
5
LPL Financial
California
$108M +$23.6M +502,095 +32%
HighTower Advisors
6
HighTower Advisors
Illinois
$107M +$95.9M +2,039,834 New
RW
7
RVW Wealth
California
$64.8M +$99.5K +2,116 +0.2%
PAG
8
Private Advisor Group
New Jersey
$48.9M +$18.6M +396,152 +74%
Bank of America
9
Bank of America
North Carolina
$33.5M +$1.95M +41,521 +7%
PWMG
10
Prestige Wealth Management Group
New Jersey
$20.6M +$408K +8,678 +2%
CAP
11
Columbia Advisory Partners
Washington
$19.3M +$2.59M +55,125 +18%
LFA
12
Legacy Financial Advisors
Kentucky
$18.6M -$70.1K -1,492 -0.4%
RDFA
13
Ritter Daniher Financial Advisory
Ohio
$15.8M -$489K -10,393 -3%
GWSG
14
GPS Wealth Strategies Group
Colorado
$14.9M +$809K +17,217 +6%
IA
15
Insight Advisors
Pennsylvania
$14.5M +$2.07M +44,097 +19%
KAS
16
Kestra Advisory Services
Texas
$14.4M +$1.11M +23,707 +9%
SAM
17
Smartleaf Asset Management
Massachusetts
$13.9M +$945K +20,104 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$3.29M +69,936 +36%
EWA
19
Etesian Wealth Advisors
Oregon
$11.8M +$2.4M +51,063 +29%
Raymond James Financial
20
Raymond James Financial
Florida
$10.6M -$4.99M -106,230 -35%
AI
21
Atria Investments
North Carolina
$10.1M +$218K +4,645 +2%
TI
22
tru Independence
Oregon
$9.25M -$49.4K -1,051 -0.6%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$8.83M -$71.1K -1,512 -0.9%
UBS Group
24
UBS Group
Switzerland
$8.03M +$1.55M +32,882 +27%
CIA
25
Concurrent Investment Advisors
Florida
$6.53M -$548K -11,659 -9%

QGRW Hedge Fund Activity: Q2 2025 in Review

101 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q2 2025, worth a combined $1.29B — up 85% from $696M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QGRW positions and 11 closed out — a net gain of 3 holders — while 52 added to existing stakes and 28 trimmed.

The largest buyer was Smith Anglin Financial, opening a new position worth an estimated $160M. The largest seller was Trust Point Inc, cutting an estimated $16.2M.

  • 101 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $1.29B of WisdomTree US Quality Growth Fund stock for Q2 2025, up 85% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Quality Growth Fund positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q2 2025 was Smith Anglin Financial, an estimated $160M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q2 2025 was Trust Point Inc, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2025.