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

$45.97
+0.35 (+0.77%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$105.56M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$7.05M
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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
11/1/2024Atria 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%
10/18/2024Etesian 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%
10/15/2024 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%
8/22/2024Cetera 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%
8/5/2024 Private Advisor Group LLC360,473$16.16M0.1%+70.4%3.918%
8/5/2024TD 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%
8/1/2024Drive 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%
7/16/2024 Envestnet Portfolio Solutions Inc.7,905$354K0.0%+12.0%0.086%
7/16/2024 GPS Wealth Strategies Group LLC109,357$4.90M0.7%+272.2%1.189%
7/16/2024 Falcon 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%
7/16/2024 Insight Advisors LLC PA120,735$5.41M1.0%+68.4%1.312%
7/15/2024RFG Advisory LLC35,293$1.58M0.1%+7.3%0.384%
7/10/2024 NBC Securities Inc.38,850$1.74M0.2%+13.9%0.422%
7/8/2024 RVW 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%
5/7/2024 Insight Advisors LLC PA71,711$2.95M0.6%N/A0.799%
5/6/2024 Envestnet Portfolio Solutions Inc.7,055$290K0.0%N/A0.079%
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4/30/2024 Private 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%
4/8/2024 RVW Wealth LLC714,683$29.37M3.0%+22.6%47.019%
4/5/2024 NBC 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%
2/6/2024 Private 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%
1/11/2024 Dynamic Advisor Solutions LLC5,810$205K0.0%N/A0.382%
1/8/2024 RVW Wealth LLC583,100$21.33M2.3%N/A38.362%
11/13/2023Kestra Advisory Services LLC98,828$3.14M0.0%N/A6.502%
11/2/2023 Millington 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%
10/24/2023 Cambridge Investment Research Advisors Inc.15,479$492K0.0%+12.7%1.018%
8/8/2023 Millington Financial Advisors LLC6,128$203K0.2%N/A0.403%
5/3/2023Legacy Financial Advisors Inc.16,098$457K0.1%N/A8.049%
2/8/2023 Cambridge 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, 37 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 ($19.67M), Private Advisor Group LLC ($18.16M), Legacy Financial Advisors Inc. ($17.31M), and tru Independence LLC ($6.23M).Learn more on QGRW's institutional investors.

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

Of the 36 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), LPL Financial LLC ($170.62K), tru Independence LLC ($138.90K), Insight Advisors LLC PA ($120.74K), Kestra Advisory Services LLC ($98.83K), and Oxinas Partners Wealth Management LLC ($96.74K).

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

Institutional investors have bought a total of 2,604,929 shares in the last 24 months. This purchase volume represents approximately $106.83M 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 ($54.30K), 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 167,961 shares in the last 24 months. This volume of shares sold represents approximately $7.05M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 11/2/2024 by MarketBeat.com Staff
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