WisdomTree US Quality Growth FundQGRW
QGRW
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
231% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 13
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
43% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 10 (+3) [Q4]
31% more capital invested
Capital invested by funds: $413M [Q3] → $539M (+$127M) [Q4]
17% more funds holding
Funds holding: 75 [Q3] → 88 (+13) [Q4]
5.57% less ownership
Funds ownership: 83.32% [Q3] → 77.75% (-5.57%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for QGRW.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
QGRW: A Bet On Technology And The U.S. Largest Companies
The Wisdomtree U.S. Quality Growth Fund ETF focuses on U.S. large- and mid-cap companies with strong growth and quality profiles, heavily weighted in technology. QGRW has outperformed in its first two years, driven by high-profile tech stocks, but faces concerns over high valuations and above-average volatility. The fund's P/E ratio is significantly higher than the Russell 1000 index, reflecting its tech-heavy allocation and strong earnings growth in key holdings.
Positive
ETF Trends
1 month ago
QGRW Unites Growth & Quality
Despite the talk about growth stocks encountering headwinds, the Nasdaq 100 and S&P 500 Growth indexes are higher over the past month. They're also both higher since the start of the year.
Neutral
ETF Trends
2 months ago
2024 Is Over—What Are We Seeing for 2025?
By Christopher Gannatti, CFA, Global Head of Research Key Takeaways After two years of dominance by mega-cap growth stocks, 2025 presents an evolving landscape where dividend-focused strategies like the WisdomTree U.S. High Dividend Fund (DHS) and value-oriented strategies like the WisdomTree U.S. Value Fund (WTV) may offer defensive opportunities. Growth-oriented Funds like the WisdomTree U.S.
Positive
ETF Trends
2 months ago
These ETFs Make a Potent Pair
Investors often hear about the benefits of diversification. That's often interpreted as building a portfolio with a lot of stocks or funds.
Neutral
ETF Trends
3 months ago
Top Investment Ideas for 2025
Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.
Neutral
ETF Trends
3 months ago
In Growth Investing, Quality Matters
Growth investing, particularly with large- and mega-cap stocks, has paid off for investors in recent years. For example, both the Nasdaq 100 (NDX) and the S&P 500 Growth indexes sharply outpaced the S&P 500 this year and over the past two years.
Negative
Seeking Alpha
4 months ago
QGRW: Quality And Growth Roared In 2024, Why I See A Cautious Start To 2025 (Rating Downgrade)
The WisdomTree U.S. Quality Growth Fund ETF is downgraded from a buy to a hold due to its high valuation and concentrated allocation. Despite strong technicals and momentum, potential early 2025 volatility from tax-gain selling poses downside risks for QGRW. QGRW's portfolio is heavily weighted toward US mega-cap growth stocks, with significant exposure to Information Technology, Consumer Discretionary, and Communications Services sectors.
Positive
Seeking Alpha
7 months ago
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.
Positive
ETF Trends
8 months ago
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.
Positive
ETF Trends
9 months ago
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%.
Charts implemented using Lightweight Charts™