WisdomTree US Quality Growth Fund
QGRW

$45.18

0.42%

Market Cap: $486M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

24% more capital invested

Capital invested by funds: $285M [Q1] → $355M (+$69.8M) [Q2]

23% more funds holding

Funds holding: 48 [Q1] → 59 (+11) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

7.99% less ownership

Funds ownership: 89.43% [Q1] → 81.44% (-7.99%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for QGRW.

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Financial journalist opinion

QGRW Has A Short Yet Encouraging Track Record

QGRW holds 100 stocks emphasizing growth and quality, in a portfolio heavily weighted in mega-cap tech stocks. The ETF is more expensive than the S&P 500 but boasts superior growth and quality metrics, as expected from the methodology. Since its inception, QGRW has outperformed SPY and the most popular growth ETFs, although its short track record limits long-term assessment.

QGRW Has A Short Yet Encouraging Track Record

The AI Revolution Continues

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways The performances of the WisdomTree AI & Innovation Fund (WTAI) and the WisdomTree U.S. Quality Growth Fund (QGRW) offer insights into investor behavior and performance attribution in the AI sector amidst the AI revolution.

The AI Revolution Continues

Quality Growth Can Spur Better Returns

More than halfway through 2024, many advisors and investors are aware that growth stocks are delivering the goods. As of July 1, the average YTD return posted by the Nasdaq-100 and Russell 1000 Growth indexes is nearly 20%.

Quality Growth Can Spur Better Returns

A Look at What's Driving the Outperformance of Our Quality Growth ETF

By Hyun Kang, Research Analyst, and Matt Wagner, CFA, Associate Director, Research Key Takeaways The WisdomTree U.S. Quality Growth Index has outperformed the Nasdaq 100 Index and the Russell 1000 Growth Index across various periods, indicating its success in capturing growth and targeting high-growth, high-profitability companies. The WisdomTree U.S. Quality Growth Index selects 100 U.S.

A Look at What's Driving the Outperformance of Our Quality Growth ETF

QGRW: A Tech-Heavy Growth ETF Outperforming The Broader Market

WisdomTree U.S. Quality Growth ETF uses a quality factor to measure companies' profitability, resulting in a tilt towards profitable growth stocks. QGRW has performed well, exceeding the Russell 1000 and S&P 500 indexes and other growth ETFs, driven by its overweight stance in mega-cap stocks and the technology sector. The Fund offers exposure to higher-growth companies while aiming to balance growth and profitability, making it an interesting opportunity for investors.

QGRW: A Tech-Heavy Growth ETF Outperforming The Broader Market

QGRW: Quality Growth ETF That Outshines Larger, More Popular Funds

WisdomTree U.S. Quality Growth Fund has recently outperformed comparable large growth funds due to its holdings selection process. QGRW has a higher expense ratio and lower dividend yield than peer funds, but its current holdings mix outweighs these shortcomings. QGRW has a lower weight on Apple, heavier weight on Meta Platforms, and excludes Eli Lilly, which I argue provides competitive advantages over peer growth funds.

QGRW: Quality Growth ETF That Outshines Larger, More Popular Funds

QGRW: Harnessing Quality And Growth Beyond The Magnificent Seven And Nasdaq 100

The Nasdaq 100 ETF (QQQ) has been tough to keep pace with, gaining 25% since October, with mega-cap tech stocks performing well. WisdomTree U.S. Quality Growth Fund ETF (QGRW) offers a robust construction process for playing big-cap tech and the quality and growth themes. QGRW screens the top 500 US stocks for quality and growth characteristics, with the top 100 included in the index.

QGRW: Harnessing Quality And Growth Beyond The Magnificent Seven And Nasdaq 100

WisdomTree Distribution Leader Talks Advisors, Tokenization, ETFs

WisdomTree's Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm's message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.

WisdomTree Distribution Leader Talks Advisors, Tokenization, ETFs

Riding the AI Revolution in 2024

By Christopher Gannatti, CFA, Global Head of Research On January 25, 2024, I caught the following headline in The Wall Street Journal: Taylor Swift's Fans Swarm X to Combat AI Fakes of Singer1 If one looks at the picture of the world in January 2024, it's absolutely true that few things are bigger than Taylor Swift—but AI might

Riding the AI Revolution in 2024

Zacks Investment Research

3 Reasons Why Quality ETFs Worth a Bet

The S&P 500 may be hovering around all-time highs, but uncertainties still prevail in the market. Geopolitical crisis, China's property market crisis, uncertainties about interest rates and severe job cuts from the U.S. tech sector could cause economic slowdown.

3 Reasons Why Quality ETFs Worth a Bet

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