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WisdomTree US Quality Growth Fund

115 hedge funds and large institutions have $1.41B invested in WisdomTree US Quality Growth Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

14% more funds holding

Funds holding: 101115 (+14)

10% more capital invested

Capital invested by funds: $1.29B → $1.41B (+$125M)

5.43% less ownership

Funds ownership: 85.67%80.24% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.51%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
22
Increased
49
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$235M +$18.8M +344,356 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$193M +$72.1M +1,317,154 +65%
TPI
3
Trust Point Inc
Wisconsin
$151M +$429K +7,838 +0.3%
LPL Financial
4
LPL Financial
California
$148M +$29.3M +534,861 +26%
Morgan Stanley
5
Morgan Stanley
New York
$130M +$2.44M +44,676 +2%
Bank of America
6
Bank of America
North Carolina
$88.7M +$49.7M +908,416 +142%
RW
7
RVW Wealth
California
$66.8M -$3.78M -69,097 -6%
PAG
8
Private Advisor Group
New Jersey
$51.7M -$1.65M -30,094 -3%
PWMG
9
Prestige Wealth Management Group
New Jersey
$22M -$491K -8,977 -2%
CAP
10
Columbia Advisory Partners
Washington
$20.8M -$256K -4,672 -1%
LFA
11
Legacy Financial Advisors
Kentucky
$19.9M -$396K -7,243 -2%
RDFA
12
Ritter Daniher Financial Advisory
Ohio
$18.1M +$852K +15,569 +5%
GWSG
13
GPS Wealth Strategies Group
Colorado
$17.3M +$969K +17,712 +6%
IA
14
Insight Advisors
Pennsylvania
$15.8M -$4.38K -80 -0%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$337K +6,159 +2%
SAM
16
Smartleaf Asset Management
Massachusetts
$14.7M -$514K -9,389 -4%
EWA
17
Etesian Wealth Advisors
Oregon
$14.4M +$1.44M +26,388 +12%
KAS
18
Kestra Advisory Services
Texas
$14.3M -$1.43M -26,220 -10%
FZCM
19
Flynn Zito Capital Management
New York
$12.4M +$11.8M +215,906 New
AI
20
Atria Investments
North Carolina
$11.1M +$62.5K +1,142 +0.6%
TI
21
tru Independence
Oregon
$10.3M +$164K +2,993 +2%
OPWM
22
Oxinas Partners Wealth Management
Indiana
$9.83M +$183K +3,346 +2%
UBS Group
23
UBS Group
Switzerland
$8.68M -$80.9K -1,479 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.53M +$4.29M +78,497 +112%
Raymond James Financial
25
Raymond James Financial
Florida
$8.26M -$3.12M -56,972 -28%

QGRW Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Quality Growth Fund (QGRW) for Q3 2025, worth a combined $1.41B — up 9.8% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new QGRW positions and 6 closed out — a net gain of 16 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $72.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.75M.

  • 115 institutional investors held WisdomTree US Quality Growth Fund (QGRW) as of Q3 2025, up from 101 in Q2 2025.
  • Funds reported $1.41B of WisdomTree US Quality Growth Fund stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 22 funds opened new WisdomTree US Quality Growth Fund positions in Q3 2025 and 6 closed out, a net change of +16 holders.
  • The largest WisdomTree US Quality Growth Fund buyer in Q3 2025 was HighTower Advisors, an estimated $72.1M added.
  • The largest WisdomTree US Quality Growth Fund seller in Q3 2025 was Commonwealth Equity Services, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2025.