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

WisdomTree U.S. Quality Growth Fund logo
$54.97 +0.03 (+0.05%)
Closing price 04:10 PM Eastern
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$54.98 +0.01 (+0.01%)
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)
88
Total
Institutional Inflows
(last 12 months)
$562.92M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$37.61M
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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
8/15/2025 Smartleaf Asset Management LLC266,758$13.94M1.2%+8.2%0.904%
8/15/2025 MML Investors Services LLC88,004$4.63M0.0%+466.7%0.298%
8/15/2025 Great Valley Advisor Group Inc.17,801$935K0.0%+2.1%0.060%
8/15/2025 Bank of America Corp DE638,317$33.54M0.0%+7.0%2.164%
8/14/2025 Jane Street Group LLC11,923$627K0.0%-1.7%0.040%
8/14/2025 Raymond James Financial Inc.200,992$10.56M0.0%-34.6%0.681%
8/14/2025 Prestige Wealth Management Group LLC391,703$20.58M4.2%+2.3%1.328%
8/13/2025 Avestar Capital LLC74,629$3.92M0.3%-33.0%0.253%
8/13/2025 Gateway Wealth Partners LLC6,672$351K0.1%+45.7%0.023%
8/13/2025 VestGen Advisors LLC12,891$677K0.0%+145.1%0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.261,679$13.75M0.0%+36.5%0.887%
8/12/2025 Steward Partners Investment Advisory LLC4,423$232K0.0%N/A0.015%
8/12/2025 CreativeOne Wealth LLC19,311$1.02M0.0%-29.7%0.065%
8/12/2025 Tableaux LLC8,410$442K0.0%N/A0.029%
8/12/2025 JPMorgan Chase & Co.2,605$137K0.0%+8.1%0.009%
8/11/2025 United Advisor Group LLC9,788$514K0.1%+85.3%0.033%
8/11/2025 Western Wealth Management LLC5,689$299K0.0%N/A0.019%
8/8/2025 Kingsview Wealth Management LLC63,525$3.34M0.1%+31.8%0.217%
8/8/2025 Cetera Investment Advisers81,936$4.31M0.0%+29.4%0.279%
8/8/2025 Foundations Investment Advisors LLC7,749$407K0.0%N/A0.026%
8/8/2025 D Orazio & Associates Inc.6,069$319K0.0%-37.2%0.021%
8/6/2025 AE Wealth Management LLC629$33K0.0%+52.7%0.002%
8/5/2025 GPS Wealth Strategies Group LLC284,339$14.94M1.7%+6.4%0.970%
8/4/2025 Creative Financial Designs Inc. ADV6,811$358K0.0%+82.8%0.023%
8/4/2025 Atria Investments Inc191,816$10.08M0.1%+2.5%0.654%
8/4/2025 Arkadios Wealth Advisors7,369$387K0.0%+27.4%0.025%
8/4/2025 Flagship Harbor Advisors LLC60,615$3.19M0.2%-10.5%0.207%
8/4/2025 L.M. Kohn & Company39,614$2.08M0.6%+3.6%0.135%
8/1/2025 Envestnet Asset Management Inc.70,156$3.69M0.0%+8.8%0.239%
7/30/2025 KPP Advisory Services LLC8,298$436K0.1%+46.9%0.028%
7/30/2025 Insight Advisors LLC PA275,552$14.48M2.3%+19.1%0.940%
7/30/2025 Retirement Planning Group LLC3,749,620$197.04M8.4%+12.2%12.786%
7/30/2025 D.A. Davidson & CO.13,499$709K0.0%+7.4%0.046%
7/29/2025 Empirical Asset Management LLC7,150$376K0.1%N/A0.024%
7/28/2025 Harbour Investments Inc.25,298$1.33M0.0%+9.8%0.086%
7/28/2025 RFG Advisory LLC35,218$1.85M0.0%+9.0%0.120%
7/25/2025 MGO One Seven LLC52,585$2.76M0.1%+37.4%0.179%
7/25/2025 CWM LLC58,666$3.08M0.0%+1,059.6%0.200%
7/25/2025 Concurrent Investment Advisors LLC124,271$6.53M0.1%-8.6%0.424%
7/24/2025 JNBA Financial Advisors525$28K0.0%N/A0.002%
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7/24/2025 Etesian Wealth Advisors Inc.225,376$11.84M4.4%+29.3%0.769%
7/24/2025 Columbia Advisory Partners LLC366,689$19.27M14.6%+17.7%1.250%
7/23/2025 Elm3 Financial Group LLC9,009$473K0.4%-29.5%0.031%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.41,449$2.18M0.7%-2.7%0.141%
7/21/2025 Ameritas Advisory Services LLC951$50K0.0%N/A0.003%
7/17/2025 Smith Anglin Financial LLC3,394,147$178.36M16.1%N/A11.624%
7/17/2025 Tempus Wealth Planning LLC5,188$273K0.1%-91.0%0.018%
7/15/2025 Oxinas Partners Wealth Management LLC168,106$8.83M4.5%-0.9%0.576%
7/15/2025 RVW Wealth LLC1,233,808$64.84M5.5%+0.2%4.225%
7/15/2025 tru Independence LLC176,087$9.25M2.7%-0.6%0.603%
7/15/2025 Farrell Financial LLC10,215$537K0.4%+35.3%0.035%
7/14/2025 Park Avenue Securities LLC10,079$530K0.0%-2.4%0.035%
7/10/2025 Trust Point Inc.2,629,916$138.20M13.0%-11.6%9.108%
7/9/2025 MassMutual Private Wealth & Trust FSB570$30K0.0%N/A0.002%
7/8/2025 NBC Securities Inc.79,360$4.17M0.3%+2.5%0.276%
5/19/2025 Jane Street Group LLC12,132$533K0.0%N/A0.051%
5/15/2025 Royal Bank of Canada18,547$814K0.0%N/A0.078%
5/15/2025 TD Capital Management LLC24,492$1.08M0.1%+47.6%0.103%
5/14/2025 CreativeOne Wealth LLC27,450$1.21M0.0%-26.8%0.116%
5/14/2025 Smartleaf Asset Management LLC246,654$10.85M1.0%+22.4%1.039%
5/14/2025 Northwestern Mutual Wealth Management Co.191,743$8.42M0.0%+72.3%0.807%
5/14/2025Kestra Advisory Services LLC251,239$11.03M0.1%+20.1%1.058%
5/14/2025 Legacy Financial Advisors Inc.355,696$15.62M2.6%-0.5%1.498%
5/13/2025 Raymond James Financial Inc.307,222$13.49M0.0%+138.3%1.294%
5/12/2025 Founders Financial Alliance LLC4,585$201K0.0%+74.1%0.019%
5/9/2025 Ritter Daniher Financial Advisory LLC DE310,863$13.65M3.7%+53.3%1.309%
5/9/2025 Atria Wealth Solutions Inc.7,178$315K0.0%+52.7%0.030%
5/9/2025 Bravias Capital Group LLC12,342$542K0.4%+57.7%0.052%
5/9/2025 PNC Financial Services Group Inc.7,895$347K0.0%N/A0.033%
5/8/2025 Harbour Investments Inc.23,041$1.01M0.0%+63.6%0.097%
5/8/2025 RVW Wealth LLC1,231,692$54.07M5.1%+4.1%5.186%
5/8/2025 Arkadios Wealth Advisors5,785$254K0.0%N/A0.024%
5/7/2025 LPL Financial LLC1,550,623$68.07M0.0%+23.5%7.812%
5/7/2025 Drive Wealth Management LLC12,653$555K0.1%-19.2%0.064%
5/6/2025 Cetera Investment Advisers63,304$2.78M0.0%-0.4%0.319%
5/6/2025 Avantax Advisory Services Inc.6,991$307K0.0%-4.9%0.035%
5/6/2025 Tempus Wealth Planning LLC57,913$2.54M0.8%-16.9%0.292%
5/6/2025 Elm3 Financial Group LLC12,771$561K0.5%-40.3%0.064%
5/5/2025 Kestra Private Wealth Services LLC35,535$1.56M0.0%+21.6%0.179%
5/5/2025 Private Advisor Group LLC534,555$23.47M0.1%+15.4%2.693%
5/2/2025 Kingsview Wealth Management LLC48,181$2.12M0.0%+29.5%0.243%
5/2/2025 Sigma Planning Corp9,579$421K0.0%+9.9%0.048%
5/1/2025 Gateway Wealth Partners LLC4,580$201K0.0%+7.1%0.023%
4/30/2025 tru Independence LLC177,138$7.78M2.4%+14.2%0.892%
4/29/2025 Envestnet Asset Management Inc.64,474$2.83M0.0%+50.8%0.325%
4/29/2025 Concurrent Investment Advisors LLC135,930$5.97M0.1%N/A0.685%
4/29/2025 Royal Harbor Partners LLC5,204$228K0.1%+7.7%0.026%
4/28/2025 D.A. Davidson & CO.12,568$552K0.0%-25.9%0.063%
4/25/2025 Lodestar Private Asset Management LLC5,071$223K0.0%-15.4%0.026%
4/24/2025 Etesian Wealth Advisors Inc.174,313$7.65M3.3%+75.0%0.878%
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4/24/2025 Falcon Wealth Planning5,396$237K0.0%N/A0.027%
4/23/2025 KPP Advisory Services LLC5,649$248K0.0%+28.0%0.028%
4/23/2025 Creative Financial Designs Inc. ADV3,725$164K0.0%N/A0.019%
4/22/2025 Flagship Harbor Advisors LLC67,756$2.98M0.2%+34.1%0.341%
4/22/2025 Cambridge Investment Research Advisors Inc.85,873$3.77M0.0%+34.2%0.433%
4/21/2025 L.M. Kohn & Company38,231$1.68M0.4%+34.8%0.193%
4/21/2025 United Advisor Group LLC5,281$232K0.0%N/A0.027%
4/21/2025 Envestnet Portfolio Solutions Inc.7,189$316K0.0%+9.4%0.036%
4/18/2025 Halbert Hargrove Global Advisors LLC6,964$306K0.0%-6.7%0.035%
4/17/2025 Trust Point Inc.2,974,123$130.56M11.9%-1.4%14.983%
(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, 96 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were Retirement Planning Group LLC ($197.04M), Smith Anglin Financial LLC ($178.36M), Trust Point Inc. ($138.20M), LPL Financial LLC ($68.07M), RVW Wealth LLC ($64.84M), Bank of America Corp DE ($33.54M), and Private Advisor Group LLC ($23.47M).Learn more on WisdomTree U.S. Quality Growth Fund's institutional investors.

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

Of the 93 institutional investors that purchased WisdomTree U.S. Quality Growth Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($3.75M), Smith Anglin Financial LLC ($3.39M), RVW Wealth LLC ($1.10M), LPL Financial LLC ($976.64K), Private Advisor Group LLC ($534.56K), Raymond James Financial Inc. ($436.13K), and Columbia Advisory Partners LLC ($366.69K).

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

Institutional investors have bought a total of 11,699,865 shares in the last 24 months. This purchase volume represents approximately $562.92M in transactions.

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

Of the 30 institutional investors that sold WisdomTree U.S. Quality Growth Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trust Point Inc. ($387.17K), Raymond James Financial Inc. ($106.23K), Tempus Wealth Planning LLC ($64.51K), Avestar Capital LLC ($36.74K), Stifel Financial Corp ($23.38K), Legacy Financial Advisors Inc. ($21.64K), and CreativeOne Wealth LLC ($18.20K).

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

Institutional investors have sold a total of 735,279 shares in the last 24 months. This volume of shares sold represents approximately $37.61M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 8/18/2025 by MarketBeat.com Staff
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