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

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$41.82
-0.05 (-0.12%)
(As of 05/17/2024 ET)
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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)
19
Total
Institutional Inflows
(last 12 months)
$54.83M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.92M
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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
5/9/2024 Kingsview Wealth Management LLC17,934$737K0.0%N/A0.200%
5/9/2024 D 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%
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%
4/25/2024 L.M. Kohn & Company5,109$210K0.1%N/A0.059%
4/23/2024 Raymond 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%
4/18/2024 tru Independence LLC130,064$5.35M1.6%N/A1.495%
4/11/2024 RFG 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%
2/6/2024 Legacy Financial Advisors Inc.509,040$18.62M3.6%-7.2%33.489%
2/2/2024 Herold Advisors Inc.5,971$218K0.1%N/A0.393%
1/16/2024 Raymond James Financial Services Advisors Inc.31,193$1.14M0.0%+313.6%2.052%
1/12/2024My 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%
11/13/2023 Kestra Advisory Services LLC98,828$3.14M0.0%N/A6.502%
11/2/2023 Millington Financial Advisors LLC8,123$258K0.2%+32.6%0.534%
10/24/2023 Raymond 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%
5/3/2023 Legacy 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, 21 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were RVW Wealth LLC ($29.37M), Prestige Wealth Management Group LLC ($18.76M), Legacy Financial Advisors Inc. ($18.62M), Private Advisor Group LLC ($8.70M), tru Independence LLC ($5.35M), Kestra Advisory Services LLC ($3.14M), and Insight Advisors LLC PA ($2.95M).Learn more on QGRW's institutional investors.

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

Of the 20 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 ($714.68K), Private Advisor Group LLC ($211.57K), tru Independence LLC ($130.06K), Kestra Advisory Services LLC ($98.83K), Insight Advisors LLC PA ($71.71K), NBC Securities Inc. ($34.11K), and RFG Advisory LLC ($32.90K).

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

Institutional investors have bought a total of 1,459,892 shares in the last 24 months. This purchase volume represents approximately $55.60M 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. ($39.24K), and Prestige Wealth Management Group LLC ($36.54K).

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

Institutional investors have sold a total of 75,774 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 5/19/2024 by MarketBeat.com Staff

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