Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (QGRW)

148 + 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
↑ +17
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — QGRW

Based on 148 hedge funds · latest filing: 2026 Q1 · 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
148 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 — +56% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+56% 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 — 72% buying

102 buying40 selling
Last quarter: 102 funds were net buyers (27 opened a brand new position + 75 added to an existing one). Only 40 were sellers (30 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 23 → 28 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 21% conviction (2yr+) ■ 39% medium ■ 41% new
Only 31 funds (21%) 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

19 → 15 → 23 → 28 → 27 new funds/Q
New funds entering each quarter: 15 → 23 → 28 → 27. A growing number of institutions are discovering QGRW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 11% veterans, 51% new entrants

■ 11% veterans ■ 39% 1-2yr ■ 51% new
Of 148 current holders: 16 (11%) held 2+ years, 57 held 1–2 years, 75 (51%) 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
18 of 148 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — QGRW

In 2026 Q1, 102 hedge funds were net buyers of QGRW (27 opened a new position, 75 added to an existing one), while 40 reduced or exited (30 trimmed, 10 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in QGRW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 148.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (QGRW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QGRW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
QGRW
+19.9%
SPY
+13.0%

QGRW outperformed SPY by +6.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
QGRW
-1.6%
SPY
-0.5%

Since the filing became public, QGRW outperformed SPY by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 10 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: QGRW
148 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 148 131 12.98%
13F Shares 32M 28M 16.17%
Total Value $1.72B $1.63B 5.47%
New Positions 27 28 -1
Increased Positions 75 64 +11
Closed Positions 10 8 +2
Reduced Positions 30 31 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QGRW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

148 + investors

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

QUARTER:
Top 25 QGRW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Columbia Advisory Partners LLC 14.53% 426,047 $22.8M
2 Quattro Advisors LLC 12.26% 264,811 $14.1M
3 Trust Point Inc. 11.65% 2,510,018 $134.1M
4 Retirement Planning Group, LLC 7.17% 4,330,872 $231.4M
5 GLR Partners, LLC 5.75% 197,213 $10.5M
6 Vericrest Private Wealth 5.27% 110,009 $5.9M
7 tru Independence LLC 5.26% 199,034 $10.6M
8 Resolute Capital, LLC 5.23% 241,770 $12.9M
9 Etesian Wealth Advisors, Inc. 5.03% 294,796 $15.8M
10 Oxinas Partners, LLC 4.53% 185,687 $9.9M
11 RVW Wealth, LLC 4.44% 1,065,641 $56.9M
12 Flynn Zito Capital Management, LLC 4.03% 236,170 $12.6M
13 Prestige Wealth Management Group LLC 3.77% 359,265 $19.2M
14 Ritter Daniher Financial Advisory LLC / DE 3.05% 336,078 $18.0M
15 Legacy Financial Advisors, Inc. 2.49% 333,342 $17.8M
16 Centurion Wealth Management LLC 1.35% 112,201 $6.0M
17 TopTier Wealth Management, LLC 1.28% 38,906 $2.1M
18 Bravias Capital Group, LLC 1.01% 28,947 $1.5M
19 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.94% 1,021,046 $54.6M
20 Comprehensive Financial Consultants Institutional, Inc. 0.76% 48,093 $2.6M
21 Herold Advisors, Inc. 0.71% 60,598 $3.2M
22 Sound Income Strategies, LLC 0.53% 203,050 $11.0M
23 Smartleaf Asset Management LLC 0.51% 277,406 $14.2M
24 Formidable Asset Management, LLC 0.50% 54,950 $3.2M
25 Farrell Financial LLC 0.47% 14,725 $787K
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 — 72% buying: Last quarter: 102 funds were net buyers (27 opened a brand new position + 75 added to an existing one). Only 40 were sellers (30 trimmed + 10 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: 18 of 148 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 — 41% entered in last year: Only 31 funds (21%) 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.

Is it too late to buy Wisdomtree Tr (QGRW) following the 2026 Q1 hedge fund 13F filings?

As of today, QGRW has moved -1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), QGRW has gained +19.9% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →