Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (QGRW)

125 + Investors. Track Smart Money conviction in QGRW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — QGRW

Based on 125 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added QGRW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
125 hedge funds hold QGRW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 70% buying

87 buying38 selling
Last quarter: 87 funds were net buyers (26 opened a brand new position + 61 added to an existing one). Only 38 were sellers (30 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 15 → 21 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 11% conviction (2yr+) ■ 52% medium ■ 37% new
Only 14 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

23 → 17 → 15 → 21 → 26 new funds/Q
New funds entering each quarter: 17 → 15 → 21 → 26. A growing number of institutions are discovering QGRW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 7% veterans, 54% new entrants

■ 7% veterans ■ 38% 1-2yr ■ 54% new
Of 125 current holders: 9 (7%) held 2+ years, 48 held 1–2 years, 68 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 125 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: QGRW

How many hedge funds hold QGRW — quarterly history vs. share price
Quarterly hedge fund ownership of QGRW vs. share price

Market Analysis: QGRW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QGRW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 8 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: QGRW
2026 Q1 Stats Unlock in 16 days 125 + Investors

Track Smart Money conviction in QGRW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 107 16.82%
13F Shares 23M 20M 15.03%
Total Value $1.38B $1.17B 17.7%
New Positions 26 21 +5
Increased Positions 61 43 +18
Closed Positions 8 9 -1
Reduced Positions 30 33 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QGRW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QGRW. Verified SEC 13F-HR filings.

Top 25 institutional holders of QGRW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COLUMBIA ADVISORY PARTNERS LLC 14.53% 426,047 $22.8M
2 Trust Point Inc. 11.65% 2,510,018 $134.1M
3 tru Independence LLC 5.26% 199,034 $10.6M
4 Etesian Wealth Advisors, Inc. 5.03% 294,796 $15.8M
5 Oxinas Partners, LLC 4.53% 185,687 $9.9M
6 RVW Wealth, LLC 4.44% 1,065,641 $56.9M
7 Legacy Financial Advisors, Inc. 2.49% 333,342 $17.8M
8 Centurion Wealth Management LLC 1.35% 112,201 $6.0M
9 Bravias Capital Group, LLC 1.01% 28,947 $1.5M
10 Sound Income Strategies, LLC 0.53% 203,050 $11.0M
11 Formidable Asset Management, LLC 0.50% 54,950 $3.2M
12 Farrell Financial LLC 0.47% 14,725 $787K
13 WealthPoint Financial, LLC 0.46% 8,937 $524K
14 NBC SECURITIES, INC. 0.44% 109,001 $5.8M
15 Trademark Financial Management, LLC 0.38% 14,408 $770K
16 Private Advisor Group, LLC 0.33% 1,302,260 $69.6M
17 Golden State Wealth Management, LLC 0.32% 54,493 $2.9M
18 KPP Advisory Services LLC 0.29% 37,974 $2.0M
19 Elm3 Financial Group, LLC 0.19% 4,200 $224K
20 FLAGSHIP HARBOR ADVISORS, LLC 0.15% 63,519 $3.4M
21 United Advisor Group, LLC 0.12% 18,475 $987K
22 Colonial River Investments, LLC 0.10% 5,205 $278K
23 XY Planning Network, Inc. 0.10% 11,475 $621K
24 Paragon Capital Management Ltd 0.09% 7,642 $408K
25 Horizon Wealth Management, LLC 0.08% 9,740 $520K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE TR (QGRW)

What does the Smart Money Trend signal show for QGRW?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added QGRW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QGRW?

More buyers than sellers — 70% buying: Last quarter: 87 funds were net buyers (26 opened a brand new position + 61 added to an existing one). Only 38 were sellers (30 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QGRW holders?

Strong quality — 31% AUM from major funds: 13 of 125 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QGRW?

Mostly new holders — 37% entered in last year: Only 14 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.