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

WisdomTree U.S. Quality Growth Fund logo
$46.59 +0.24 (+0.52%)
Closing price 03/25/2025 04:10 PM Eastern
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$46.62 +0.03 (+0.06%)
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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)
68
Total
Institutional Inflows
(last 12 months)
$184.56M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$8.98M
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QGRW Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC9,190$453K0.0%+60.7%0.039%
3/14/2025Tableaux LLC8,625$425K0.4%N/A0.037%
2/25/2025 Armis Advisers LLC33,516$1.65M0.2%N/A0.160%
2/17/2025 CoreCap Advisors LLC4,513$222K0.0%+76.9%0.049%
2/17/2025 Cetera Investment Advisers63,548$3.13M0.0%+11.3%0.691%
2/17/2025 Bank of America Corp DE624,516$30.76M0.0%+0.8%6.788%
2/14/2025 MGO One Seven LLC20,248$997K0.0%N/A0.220%
2/14/2025 IHT Wealth Management LLC15,292$753K0.0%N/A0.166%
2/14/2025 Stifel Financial Corp6,259$308K0.0%-78.9%0.068%
2/13/2025 Gratus Wealth Advisors LLC144,542$7.12M1.1%N/A1.571%
2/13/2025 NewEdge Advisors LLC5,222$257K0.0%N/A0.057%
2/13/2025 CreativeOne Wealth LLC37,515$1.85M0.1%+24.5%0.408%
2/13/2025 Legacy Financial Advisors Inc.357,410$17.61M2.9%-5.3%3.885%
2/13/2025 Raymond James Financial Inc.128,910$6.35M0.0%N/A1.401%
2/13/2025 Ritter Daniher Financial Advisory LLC DE202,771$9.99M2.8%N/A2.204%
2/12/2025 JPMorgan Chase & Co.3,213$158K0.0%-49.4%0.035%
2/12/2025 Prestige Wealth Management Group LLC426,150$20.99M6.5%-1.0%4.632%
2/11/2025 LPL Financial LLC1,256,028$61.87M0.0%+68.7%13.652%
2/11/2025 Runnymede Capital Advisors Inc.1,321$65K0.1%N/A0.014%
2/10/2025 Harbour Investments Inc.14,082$694K0.0%-3.1%0.153%
2/10/2025 Envestnet Portfolio Solutions Inc.6,573$324K0.0%-20.0%0.071%
2/10/2025 Commonwealth Equity Services LLC46,029$2.27M0.0%+36.0%0.500%
2/10/2025 Avantax Advisory Services Inc.7,352$362K0.0%+37.3%0.080%
2/7/2025 Founders Financial Alliance LLC2,634$130K0.0%+821.0%0.029%
2/7/2025 Royal Harbor Partners LLC4,832$238K0.1%N/A0.053%
2/6/2025 Raymond James Financial Inc.128,910$6.35M0.0%N/A1.401%
2/6/2025 Atria Investments Inc144,438$7.12M0.1%+27.2%1.570%
2/6/2025 Bravias Capital Group LLC7,827$392K0.3%N/A0.085%
2/6/2025 Jones Financial Companies Lllp1,962$97K0.0%N/A0.021%
2/5/2025 Smartleaf Asset Management LLC201,521$10.02M1.0%+0.8%2.190%
2/5/2025 TD Capital Management LLC16,597$818K0.1%+2.8%0.180%
2/5/2025 Private Trust Co. NA1,438$71K0.0%N/A0.016%
2/3/2025 Sigma Planning Corp8,713$429K0.0%N/A0.095%
2/3/2025 Private Advisor Group LLC463,371$22.83M0.1%+16.4%5.037%
1/31/2025 D.A. Davidson & CO.16,957$835K0.0%N/A0.184%
1/31/2025 Sanctuary Advisors LLC30,596$1.54M0.0%+24.3%0.333%
1/30/2025 L.M. Kohn & Company28,351$1.40M0.4%+286.5%0.308%
1/29/2025 Avestar Capital LLC136,133$6.71M0.6%+14.8%1.480%
1/28/2025 Kestra Private Wealth Services LLC29,230$1.44M0.0%N/A0.318%
1/28/2025 D Orazio & Associates Inc.9,659$476K0.1%+59.4%0.105%
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1/28/2025 Kingsview Wealth Management LLC37,203$1.83M0.0%+15.3%0.404%
1/28/2025 Lodestar Private Asset Management LLC5,997$295K0.0%+35.3%0.065%
1/27/2025 Etesian Wealth Advisors Inc.99,618$4.91M2.2%+45.1%1.083%
1/27/2025 Elm3 Financial Group LLC21,407$1.06M0.9%N/A0.233%
1/27/2025 Insight Advisors LLC PA198,351$9.86M1.7%+18.7%2.156%
1/24/2025 Tempus Wealth Planning LLC69,700$3.43M1.0%N/A0.758%
1/24/2025 Trust Point Inc.3,017,086$148.62M10.3%+0.1%32.794%
1/24/2025 KPP Advisory Services LLC4,413$217K0.1%N/A0.048%
1/24/2025 GPS Wealth Strategies Group LLC190,106$9.37M1.2%+22.0%2.066%
1/24/2025 Comprehensive Financial Consultants Institutional Inc.43,008$2.12M0.8%+94.5%0.467%
1/23/2025 RVW Wealth LLC1,182,836$58.27M5.4%+5.0%12.857%
1/23/2025 Gateway Wealth Partners LLC4,276$211K0.1%N/A0.046%
1/22/2025 tru Independence LLC155,118$7.64M2.4%+0.7%1.686%
1/22/2025 Drive Wealth Management LLC15,668$772K0.2%+1.9%0.170%
1/21/2025 Flagship Harbor Advisors LLC50,512$2.49M0.1%+10.5%0.549%
1/21/2025 RFG 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%
12/26/2024 JPMorgan Chase & Co.6,352$290K0.0%+17.8%0.069%
11/25/2024 Sanctuary Advisors LLC24,619$1.19M0.0%N/A0.268%
11/15/2024 Prestige Wealth Management Group LLC430,608$19.65M4.1%-1.8%4.681%
11/15/2024 MML Investors Services LLC18,644$851K0.0%+13.7%0.203%
11/15/2024 Jane Street Group LLC27,655$1.26M0.0%+414.0%0.301%
11/15/2024 Stifel Financial Corp29,638$1.35M0.0%+4.4%0.322%
11/14/2024 L.M. Kohn & Company7,336$335K0.1%-45.3%0.080%
11/14/2024 CreativeOne Wealth LLC30,144$1.38M0.0%N/A0.328%
11/13/2024 Avestar Capital LLC118,617$5.41M0.6%+0.6%1.289%
11/13/2024 FMR LLC596$27K0.0%-54.0%0.006%
11/12/2024 Kingsview Wealth Management LLC32,267$1.47M0.0%+14.6%0.351%
11/12/2024 Great 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%
11/7/2024 Drive Wealth Management LLC15,380$702K0.2%+239.8%0.167%
11/5/2024 Harbour Investments Inc.14,537$663K0.0%+14.7%0.158%
11/4/2024 tru Independence LLC154,007$7.03M2.1%+10.9%1.674%
11/1/2024 Atria Investments Inc113,554$5.18M0.1%+107.8%1.234%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.22,110$1.01M0.4%N/A0.240%
10/25/2024 Lodestar 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%
10/22/2024 Private Advisor Group LLC398,023$18.16M0.1%+10.4%4.326%
10/18/2024 Etesian Wealth Advisors Inc.68,665$3.13M1.4%+325.8%0.746%
10/17/2024 Trust 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%
10/15/2024 NBC Securities Inc.39,694$1.81M0.2%+2.2%0.431%
10/8/2024 CWM LLC4,908$224K0.0%N/A0.053%
10/8/2024 Dynamic Advisor Solutions LLC6,510$297K0.0%+4.8%0.071%
8/22/2024 Cetera Investment Advisers53,986$2.42M0.0%+11.0%0.587%
8/13/2024 Legacy Financial Advisors Inc.386,210$17.31M3.1%-16.1%4.198%
8/8/2024 LPL Financial LLC692,789$31.06M0.0%+32.7%7.530%
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8/6/2024 Prestige Wealth Management Group LLC438,718$19.67M4.2%-3.9%4.769%
8/6/2024 tru Independence LLC138,898$6.23M1.9%+6.8%1.510%
8/5/2024 Private Advisor Group LLC360,473$16.16M0.1%+70.4%3.918%
8/5/2024 TD Capital Management LLC13,260$594K0.1%+27.8%0.144%
8/2/2024 Oxinas Partners Wealth Management LLC46,384$2.08M1.4%+100.7%0.504%
8/1/2024 Drive Wealth Management LLC4,526$203K0.1%N/A0.049%
7/31/2024 Commonwealth Equity Services LLC30,008$1.35M0.0%+8.8%0.326%
7/26/2024 Harbour Investments Inc.12,676$568K0.0%+36.7%0.138%
7/25/2024 Etesian Wealth Advisors Inc.16,127$723K0.4%N/A0.175%
7/24/2024 Herold Advisors Inc.29,232$1.31M0.3%+101.4%0.318%
(Data available from 1/1/2016 forward)

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QGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QGRW shares?

During the previous two years, 75 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were Trust Point Inc. ($148.62M), LPL Financial LLC ($61.87M), RVW Wealth LLC ($58.27M), Bank of America Corp DE ($30.76M), Private Advisor Group LLC ($22.83M), Prestige Wealth Management Group LLC ($20.99M), and Legacy Financial Advisors Inc. ($17.61M).Learn more on QGRW's institutional investors.

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

Of the 73 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 ($1.05M), LPL Financial LLC ($682.04K), Private Advisor Group LLC ($463.37K), Columbia Advisory Partners LLC ($265.56K), Raymond James Financial Inc. ($257.82K), Ritter Daniher Financial Advisory LLC DE ($202.77K), and tru Independence LLC ($155.12K).

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

Institutional investors have bought a total of 4,743,492 shares in the last 24 months. This purchase volume represents approximately $212.09M in transactions.

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

Of the 10 institutional investors that sold WisdomTree U.S. Quality Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Financial Advisors Inc. ($133.28K), Prestige Wealth Management Group LLC ($66.87K), Stifel Financial Corp ($23.38K), L.M. Kohn & Company ($6.08K), RFG Advisory LLC ($4.10K), JPMorgan Chase & Co. ($3.14K), and Envestnet Portfolio Solutions Inc. ($1.65K).

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

Institutional investors have sold a total of 239,949 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 3/26/2025 by MarketBeat.com Staff
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