WisdomTree US Quality Growth FundQGRW
QGRW
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
310% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 10
75% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 7 (+3) [Q3]
25% more funds holding
Funds holding: 59 [Q2] → 74 (+15) [Q3]
16% more capital invested
Capital invested by funds: $356M [Q2] → $413M (+$56.3M) [Q3]
1.66% more ownership
Funds ownership: 81.71% [Q2] → 83.36% (+1.66%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for QGRW.
Financial journalist opinion
Neutral
ETF Trends
3 weeks 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
4 weeks 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
1 month 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
4 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
6 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
6 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%.
Positive
ETF Trends
7 months ago
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.
Positive
Seeking Alpha
8 months ago
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.
Positive
Seeking Alpha
9 months ago
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.
Positive
Seeking Alpha
11 months ago
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.
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