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WisdomTree U.S. Quality Growth Fund (QGRW) Institutional Ownership

$50.30 +0.32 (+0.64%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Growth Fund (NYSEARCA:QGRW)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$99.12M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$7.93M
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QGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC50,512$2.49M0.1%+10.5%0.549%
1/21/2025RFG Advisory LLC32,002$1.58M0.0%-11.3%0.348%
1/17/2025 Oxinas Partners Wealth Management LLC107,921$5.32M3.1%+11.6%1.173%
1/17/2025 Farrell Financial LLC4,819$237K0.2%N/A0.052%
1/14/2025 Park Avenue Securities LLC5,154$254K0.0%N/A0.056%
1/13/2025 Columbia Advisory Partners LLC265,558$13.08M12.2%N/A2.887%
12/26/2024JPMorgan Chase & Co.6,352$290K0.0%+17.8%0.069%
11/25/2024Sanctuary Advisors LLC24,619$1.19M0.0%N/A0.268%
11/15/2024Prestige Wealth Management Group LLC430,608$19.65M4.1%-1.8%4.681%
11/15/2024MML Investors Services LLC18,644$851K0.0%+13.7%0.203%
11/15/2024Jane Street Group LLC27,655$1.26M0.0%+414.0%0.301%
11/15/2024Stifel Financial Corp29,638$1.35M0.0%+4.4%0.322%
11/14/2024L.M. Kohn & Company7,336$335K0.1%-45.3%0.080%
11/14/2024CreativeOne Wealth LLC30,144$1.38M0.0%N/A0.328%
11/13/2024Avestar Capital LLC118,617$5.41M0.6%+0.6%1.289%
11/13/2024FMR LLC596$27K0.0%-54.0%0.006%
11/12/2024Kingsview Wealth Management LLC32,267$1.47M0.0%+14.6%0.351%
11/12/2024Great Valley Advisor Group Inc.15,452$705K0.0%+8.6%0.168%
11/8/2024 Avior Wealth Management LLC1,127$51K0.0%N/A0.012%
11/7/2024Drive Wealth Management LLC15,380$702K0.2%+239.8%0.167%
11/5/2024Harbour Investments Inc.14,537$663K0.0%+14.7%0.158%
11/4/2024tru Independence LLC154,007$7.03M2.1%+10.9%1.674%
11/1/2024Atria Investments Inc113,554$5.18M0.1%+107.8%1.234%
11/1/2024Comprehensive Financial Consultants Institutional Inc.22,110$1.01M0.4%N/A0.240%
10/25/2024Lodestar Private Asset Management LLC4,433$202K0.0%N/A0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC5,719$261K0.0%-5.1%0.062%
10/22/2024Private Advisor Group LLC398,023$18.16M0.1%+10.4%4.326%
10/18/2024Etesian Wealth Advisors Inc.68,665$3.13M1.4%+325.8%0.746%
10/17/2024Trust Point Inc.3,014,247$137.53M10.3%+0.2%32.764%
10/15/2024 Oxinas Partners Wealth Management LLC96,740$4.41M2.7%+108.6%1.052%
10/15/2024NBC Securities Inc.39,694$1.81M0.2%+2.2%0.431%
10/8/2024CWM LLC4,908$224K0.0%N/A0.053%
10/8/2024Dynamic Advisor Solutions LLC6,510$297K0.0%+4.8%0.071%
8/22/2024Cetera Investment Advisers53,986$2.42M0.0%+11.0%0.587%
8/13/2024Legacy Financial Advisors Inc.386,210$17.31M3.1%-16.1%4.198%
8/8/2024LPL Financial LLC692,789$31.06M0.0%+32.7%7.530%
8/6/2024Prestige Wealth Management Group LLC438,718$19.67M4.2%-3.9%4.769%
8/6/2024tru Independence LLC138,898$6.23M1.9%+6.8%1.510%
8/5/2024Private Advisor Group LLC360,473$16.16M0.1%+70.4%3.918%
8/5/2024TD Capital Management LLC13,260$594K0.1%+27.8%0.144%
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8/2/2024 Oxinas Partners Wealth Management LLC46,384$2.08M1.4%+100.7%0.504%
8/1/2024Drive Wealth Management LLC4,526$203K0.1%N/A0.049%
7/31/2024Commonwealth Equity Services LLC30,008$1.35M0.0%+8.8%0.326%
7/26/2024Harbour Investments Inc.12,676$568K0.0%+36.7%0.138%
7/25/2024Etesian Wealth Advisors Inc.16,127$723K0.4%N/A0.175%
7/24/2024Herold Advisors Inc.29,232$1.31M0.3%+101.4%0.318%
7/16/2024Envestnet Portfolio Solutions Inc.7,905$354K0.0%+12.0%0.086%
7/16/2024GPS Wealth Strategies Group LLC109,357$4.90M0.7%+272.2%1.189%
7/16/2024Falcon Wealth Planning4,985$223K0.0%N/A0.054%
7/16/2024Great Valley Advisor Group Inc.14,224$638K0.0%+108.5%0.155%
7/16/2024 Wealth Enhancement Advisory Services LLC6,025$270K0.0%N/A0.065%
7/16/2024Insight Advisors LLC PA120,735$5.41M1.0%+68.4%1.312%
7/15/2024RFG Advisory LLC35,293$1.58M0.1%+7.3%0.384%
7/10/2024NBC Securities Inc.38,850$1.74M0.2%+13.9%0.422%
7/8/2024RVW Wealth LLC988,941$44.33M4.4%+38.4%10.749%
5/24/2024Cetera Advisors LLC10,054$413K0.0%+13.7%0.109%
5/24/2024Cetera Investment Advisers48,647$2.00M0.0%N/A0.529%
5/21/2024Atria Investments Inc27,938$1.15M0.0%N/A0.304%
5/9/2024Kingsview Wealth Management LLC17,934$737K0.0%N/A0.200%
5/9/2024D Orazio & Associates Inc.6,031$248K0.0%N/A0.067%
5/7/2024Insight Advisors LLC PA71,711$2.95M0.6%N/A0.799%
5/6/2024Envestnet Portfolio Solutions Inc.7,055$290K0.0%N/A0.079%
4/30/2024Private Advisor Group LLC211,567$8.70M0.1%+3,061.0%2.356%
4/30/2024Commonwealth Equity Services LLC27,585$1.13M0.0%+54.0%0.307%
4/26/2024Prestige Wealth Management Group LLC456,479$18.76M4.0%-6.7%5.247%
4/25/2024L.M. Kohn & Company5,109$210K0.1%N/A0.059%
4/23/2024Raymond James Financial Services Advisors Inc.32,225$1.32M0.0%+3.3%0.370%
4/18/2024 Oxinas Partners Wealth Management LLC23,112$950K0.6%N/A0.266%
4/18/2024tru Independence LLC130,064$5.35M1.6%N/A1.495%
4/11/2024RFG Advisory LLC32,903$1.35M0.0%N/A2.165%
4/8/2024RVW Wealth LLC714,683$29.37M3.0%+22.6%47.019%
4/5/2024NBC Securities Inc.34,107$1.41M0.1%N/A2.244%
2/8/2024Prestige Wealth Management Group LLC489,340$17.90M4.1%-0.7%32.193%
2/6/2024Private Advisor Group LLC6,693$245K0.0%N/A0.440%
2/6/2024Legacy Financial Advisors Inc.509,040$18.62M3.6%-7.2%33.489%
2/2/2024Herold Advisors Inc.5,971$218K0.1%N/A0.393%
1/16/2024Raymond James Financial Services Advisors Inc.31,193$1.14M0.0%+313.6%2.052%
1/12/2024 My Legacy Advisors LLC13,919$511K0.2%N/A0.916%
1/11/2024Dynamic Advisor Solutions LLC5,810$205K0.0%N/A0.382%
1/8/2024RVW Wealth LLC583,100$21.33M2.3%N/A38.362%
11/13/2023Kestra Advisory Services LLC98,828$3.14M0.0%N/A6.502%
11/2/2023Millington Financial Advisors LLC8,123$258K0.2%+32.6%0.534%
10/24/2023Raymond James Financial Services Advisors Inc.7,541$240K0.0%N/A0.496%
10/24/2023Cambridge Investment Research Advisors Inc.15,479$492K0.0%+12.7%1.018%
8/8/2023Millington Financial Advisors LLC6,128$203K0.2%N/A0.403%
5/3/2023Legacy Financial Advisors Inc.16,098$457K0.1%N/A8.049%
2/8/2023Cambridge Investment Research Advisors Inc.13,220$310K0.0%N/A16.525%
(Data available from 1/1/2016 forward)

QGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QGRW shares?

During the previous two years, 50 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were Trust Point Inc. ($137.53M), RVW Wealth LLC ($44.33M), LPL Financial LLC ($31.06M), Prestige Wealth Management Group LLC ($19.65M), Private Advisor Group LLC ($18.16M), Legacy Financial Advisors Inc. ($17.31M), and Columbia Advisory Partners LLC ($13.08M).Learn more on QGRW's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Quality Growth Fund stock?

Of the 48 institutional investors that purchased WisdomTree U.S. Quality Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($988.94K), Private Advisor Group LLC ($398.02K), Columbia Advisory Partners LLC ($265.56K), LPL Financial LLC ($170.62K), tru Independence LLC ($154.01K), Insight Advisors LLC PA ($120.74K), and Oxinas Partners Wealth Management LLC ($107.92K).

How much institutional buying is happening at WisdomTree U.S. Quality Growth Fund?

Institutional investors have bought a total of 3,012,949 shares in the last 24 months. This purchase volume represents approximately $126.51M in transactions.

Which WisdomTree U.S. Quality Growth Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree U.S. Quality Growth Fund stock in the last 24 months: Legacy Financial Advisors Inc. ($113.36K), Prestige Wealth Management Group LLC ($62.41K), L.M. Kohn & Company ($6.08K), RFG Advisory LLC ($4.10K), FMR LLC ($699.00), and Wealth Enhancement Advisory Services LLC ($306.00).

How much institutional selling is happening at WisdomTree U.S. Quality Growth Fund?

Institutional investors have sold a total of 186,950 shares in the last 24 months. This volume of shares sold represents approximately $7.93M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 1/21/2025 by MarketBeat.com Staff
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