Free Trial
→ October 16 Changes the Microchip Game — and Investing (From Banyan Hill Publishing) (Ad)tc pixel Free QGRW Stock Alerts

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

WisdomTree U.S. Quality Growth Fund logo
$55.94 +0.01 (+0.01%)
Closing price 03:56 PM Eastern
Extended Trading
$55.93 -0.01 (-0.01%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Growth Fund (NYSEARCA:QGRW)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$562.83M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$37.61M
Get QGRW Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. Quality Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QGRW Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.40,763$2.14M0.0%+7.4%0.138%
8/15/2025Smartleaf Asset Management LLC266,758$13.94M1.2%+8.2%0.904%
8/15/2025MML Investors Services LLC88,004$4.63M0.0%+466.7%0.298%
8/15/2025Great Valley Advisor Group Inc.17,801$935K0.0%+2.1%0.060%
8/15/2025Bank of America Corp DE638,317$33.54M0.0%+7.0%2.164%
8/14/2025Jane Street Group LLC11,923$627K0.0%-1.7%0.040%
8/14/2025Raymond James Financial Inc.200,992$10.56M0.0%-34.6%0.681%
8/14/2025Prestige Wealth Management Group LLC391,703$20.58M4.2%+2.3%1.328%
8/13/2025Avestar Capital LLC74,629$3.92M0.3%-33.0%0.253%
8/13/2025Gateway Wealth Partners LLC6,672$351K0.1%+45.7%0.023%
8/13/2025VestGen Advisors LLC12,891$677K0.0%+145.1%0.044%
8/13/2025Northwestern Mutual Wealth Management Co.261,679$13.75M0.0%+36.5%0.887%
8/12/2025Steward Partners Investment Advisory LLC4,423$232K0.0%N/A0.015%
8/12/2025CreativeOne Wealth LLC19,311$1.02M0.0%-29.7%0.065%
8/12/2025Tableaux LLC8,410$442K0.0%N/A0.029%
8/12/2025JPMorgan Chase & Co.2,605$137K0.0%+8.1%0.009%
8/11/2025United Advisor Group LLC9,788$514K0.1%+85.3%0.033%
8/11/2025Western Wealth Management LLC5,689$299K0.0%N/A0.019%
8/8/2025Kingsview Wealth Management LLC63,525$3.34M0.1%+31.8%0.217%
8/8/2025Cetera Investment Advisers81,936$4.31M0.0%+29.4%0.279%
8/8/2025Foundations Investment Advisors LLC7,749$407K0.0%N/A0.026%
8/8/2025D Orazio & Associates Inc.6,069$319K0.0%-37.2%0.021%
8/6/2025AE Wealth Management LLC629$33K0.0%+52.7%0.002%
8/5/2025GPS Wealth Strategies Group LLC284,339$14.94M1.7%+6.4%0.970%
8/4/2025Creative Financial Designs Inc. ADV6,811$358K0.0%+82.8%0.023%
8/4/2025Atria Investments Inc191,816$10.08M0.1%+2.5%0.654%
8/4/2025Arkadios Wealth Advisors7,369$387K0.0%+27.4%0.025%
8/4/2025Flagship Harbor Advisors LLC60,615$3.19M0.2%-10.5%0.207%
8/4/2025L.M. Kohn & Company39,614$2.08M0.6%+3.6%0.135%
8/1/2025Envestnet Asset Management Inc.70,156$3.69M0.0%+8.8%0.239%
7/30/2025KPP Advisory Services LLC8,298$436K0.1%+46.9%0.028%
7/30/2025Insight Advisors LLC PA275,552$14.48M2.3%+19.1%0.940%
7/30/2025Retirement Planning Group LLC3,749,620$197.04M8.4%+12.2%12.786%
7/30/2025D.A. Davidson & CO.13,499$709K0.0%+7.4%0.046%
7/29/2025Empirical Asset Management LLC7,150$376K0.1%N/A0.024%
7/28/2025Harbour Investments Inc.25,298$1.33M0.0%+9.8%0.086%
7/28/2025RFG Advisory LLC35,218$1.85M0.0%+9.0%0.120%
7/25/2025MGO One Seven LLC52,585$2.76M0.1%+37.4%0.179%
7/25/2025CWM LLC58,666$3.08M0.0%+1,059.6%0.200%
7/25/2025Concurrent Investment Advisors LLC124,271$6.53M0.1%-8.6%0.424%
7/24/2025JNBA Financial Advisors525$28K0.0%N/A0.002%
7/24/2025Etesian Wealth Advisors Inc.225,376$11.84M4.4%+29.3%0.769%
7/24/2025Columbia Advisory Partners LLC366,689$19.27M14.6%+17.7%1.250%
7/23/2025Elm3 Financial Group LLC9,009$473K0.4%-29.5%0.031%
7/22/2025Comprehensive Financial Consultants Institutional Inc.41,449$2.18M0.7%-2.7%0.141%
7/21/2025Ameritas Advisory Services LLC951$50K0.0%N/A0.003%
7/17/2025Smith Anglin Financial LLC3,394,147$178.36M16.1%N/A11.624%
7/17/2025Tempus Wealth Planning LLC5,188$273K0.1%-91.0%0.018%
7/15/2025Oxinas Partners Wealth Management LLC168,106$8.83M4.5%-0.9%0.576%
7/15/2025RVW Wealth LLC1,233,808$64.84M5.5%+0.2%4.225%
7/15/2025tru Independence LLC176,087$9.25M2.7%-0.6%0.603%
7/15/2025Farrell Financial LLC10,215$537K0.4%+35.3%0.035%
7/14/2025Park Avenue Securities LLC10,079$530K0.0%-2.4%0.035%
7/10/2025Trust Point Inc.2,629,916$138.20M13.0%-11.6%9.108%
7/9/2025MassMutual Private Wealth & Trust FSB570$30K0.0%N/A0.002%
7/8/2025NBC Securities Inc.79,360$4.17M0.3%+2.5%0.276%
5/19/2025Jane Street Group LLC12,132$533K0.0%N/A0.051%
5/15/2025Royal Bank of Canada18,547$814K0.0%N/A0.078%
5/15/2025TD Capital Management LLC24,492$1.08M0.1%+47.6%0.103%
5/14/2025CreativeOne Wealth LLC27,450$1.21M0.0%-26.8%0.116%
5/14/2025Smartleaf Asset Management LLC246,654$10.85M1.0%+22.4%1.039%
5/14/2025Northwestern 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%
5/14/2025Legacy Financial Advisors Inc.355,696$15.62M2.6%-0.5%1.498%
5/13/2025Raymond James Financial Inc.307,222$13.49M0.0%+138.3%1.294%
5/12/2025Founders Financial Alliance LLC4,585$201K0.0%+74.1%0.019%
5/9/2025Ritter Daniher Financial Advisory LLC DE310,863$13.65M3.7%+53.3%1.309%
5/9/2025Atria Wealth Solutions Inc.7,178$315K0.0%+52.7%0.030%
5/9/2025Bravias Capital Group LLC12,342$542K0.4%+57.7%0.052%
5/9/2025PNC Financial Services Group Inc.7,895$347K0.0%N/A0.033%
5/8/2025Harbour Investments Inc.23,041$1.01M0.0%+63.6%0.097%
5/8/2025RVW Wealth LLC1,231,692$54.07M5.1%+4.1%5.186%
5/8/2025Arkadios Wealth Advisors5,785$254K0.0%N/A0.024%
5/7/2025LPL Financial LLC1,550,623$68.07M0.0%+23.5%7.812%
5/7/2025Drive Wealth Management LLC12,653$555K0.1%-19.2%0.064%
5/6/2025Cetera Investment Advisers63,304$2.78M0.0%-0.4%0.319%
5/6/2025Avantax Advisory Services Inc.6,991$307K0.0%-4.9%0.035%
5/6/2025Tempus Wealth Planning LLC57,913$2.54M0.8%-16.9%0.292%
5/6/2025Elm3 Financial Group LLC12,771$561K0.5%-40.3%0.064%
5/5/2025Kestra Private Wealth Services LLC35,535$1.56M0.0%+21.6%0.179%
5/5/2025Private Advisor Group LLC534,555$23.47M0.1%+15.4%2.693%
5/2/2025Kingsview Wealth Management LLC48,181$2.12M0.0%+29.5%0.243%
5/2/2025Sigma Planning Corp9,579$421K0.0%+9.9%0.048%
5/1/2025Gateway Wealth Partners LLC4,580$201K0.0%+7.1%0.023%
4/30/2025tru Independence LLC177,138$7.78M2.4%+14.2%0.892%
4/29/2025Envestnet Asset Management Inc.64,474$2.83M0.0%+50.8%0.325%
4/29/2025Concurrent Investment Advisors LLC135,930$5.97M0.1%N/A0.685%
4/29/2025Royal Harbor Partners LLC5,204$228K0.1%+7.7%0.026%
4/28/2025D.A. Davidson & CO.12,568$552K0.0%-25.9%0.063%
4/25/2025Lodestar Private Asset Management LLC5,071$223K0.0%-15.4%0.026%
4/24/2025Etesian Wealth Advisors Inc.174,313$7.65M3.3%+75.0%0.878%
4/24/2025Falcon Wealth Planning5,396$237K0.0%N/A0.027%
4/23/2025KPP Advisory Services LLC5,649$248K0.0%+28.0%0.028%
4/23/2025Creative Financial Designs Inc. ADV3,725$164K0.0%N/A0.019%
4/22/2025Flagship Harbor Advisors LLC67,756$2.98M0.2%+34.1%0.341%
4/22/2025Cambridge Investment Research Advisors Inc.85,873$3.77M0.0%+34.2%0.433%
4/21/2025L.M. Kohn & Company38,231$1.68M0.4%+34.8%0.193%
4/21/2025United Advisor Group LLC5,281$232K0.0%N/A0.027%
4/21/2025Envestnet Portfolio Solutions Inc.7,189$316K0.0%+9.4%0.036%
4/18/2025Halbert Hargrove Global Advisors LLC6,964$306K0.0%-6.7%0.035%
(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, 97 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 94 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 11,697,327 shares in the last 24 months. This purchase volume represents approximately $562.83M 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.


Related Companies

This page (NYSEARCA:QGRW) was last updated on 9/10/2025 by MarketBeat.com Staff
From Our Partners
NVDA: The cracks are beginning to show
The media hasn't caught up to the story yet, but when they do, this stock could leave Nvidia in the dust. I...
InvestorPlace | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
Tucked away outside San Antonio sits a facility most Americans don’t know exists. It’s not mining gold or o...
True Market Insiders | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Alert: Prepare for Trump's Dollar Overhaul
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Trump Devises the Death of the IRS ☠️
Trump has just signed an executive order creating America's first-ever National Investment Fund — a game-chang...
Angel Publishing | Sponsoredtc pixel