WisdomTree US Quality Growth FundQGRW
QGRW
0
Funds holding %
of 6,812 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
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
Negative
Seeking Alpha
1 week 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
3 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
5 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
5 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
5 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
7 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
7 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
10 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.
Positive
ETF Trends
10 months ago
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.
Positive
ETF Trends
10 months ago
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
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