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

WisdomTree U.S. Quality Growth Fund logo
$49.99 -0.76 (-1.50%)
As of 06/13/2025 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)
78
Total
Institutional Inflows
(last 12 months)
$370.46M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$11.34M
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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
5/19/2025 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%
5/14/2025 Kestra 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%
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%
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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%
4/17/2025 Dynamic Advisor Solutions LLC6,350$279K0.0%N/A0.032%
4/16/2025 Wealth Enhancement Advisory Services LLC20,210$887K0.0%+119.9%0.102%
4/16/2025 Farrell Financial LLC7,550$331K0.2%+56.7%0.038%
4/15/2025 GPS Wealth Strategies Group LLC267,122$11.73M1.6%+40.5%1.346%
4/15/2025 Columbia Advisory Partners LLC311,564$13.68M11.9%+17.3%1.570%
4/14/2025 Park Avenue Securities LLC10,329$453K0.0%+100.4%0.052%
4/11/2025 Oxinas Partners Wealth Management LLC169,618$7.45M4.4%+57.2%0.860%
4/11/2025 Insight Advisors LLC PA231,455$10.16M1.8%+16.7%1.173%
4/10/2025 Retirement Planning Group LLC3,341,641$146.70M6.9%N/A16.937%
4/9/2025 RFG Advisory LLC32,302$1.42M0.0%+0.9%0.164%
4/9/2025 NBC Securities Inc.77,387$3.40M0.3%+184,154.8%0.392%
3/17/2025 Wealth Enhancement Advisory Services LLC9,190$453K0.0%+60.7%0.039%
3/14/2025 Tableaux 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%
Trump’s worst nightmare (Ad)

The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
1/31/2025 D.A. Davidson & CO.16,957$835K0.0%N/A0.184%
1/31/2025Sanctuary 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%
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%
(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, 86 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were Retirement Planning Group LLC ($146.70M), Trust Point Inc. ($130.56M), LPL Financial LLC ($68.07M), RVW Wealth LLC ($54.07M), Bank of America Corp DE ($30.76M), Private Advisor Group LLC ($23.47M), and Prestige Wealth Management Group LLC ($20.99M).Learn more on QGRW's institutional investors.

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

Of the 82 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: Retirement Planning Group LLC ($3.34M), RVW Wealth LLC ($1.09M), LPL Financial LLC ($976.64K), Private Advisor Group LLC ($534.56K), Raymond James Financial Inc. ($436.13K), Columbia Advisory Partners LLC ($311.56K), and Ritter Daniher Financial Advisory LLC DE ($310.86K).

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

Institutional investors have bought a total of 9,667,012 shares in the last 24 months. This purchase volume represents approximately $428.49M in transactions.

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

Of the 20 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. ($134.99K), Prestige Wealth Management Group LLC ($66.87K), Trust Point Inc. ($42.96K), Stifel Financial Corp ($23.38K), Tempus Wealth Planning LLC ($11.79K), CreativeOne Wealth LLC ($10.07K), and Elm3 Financial Group LLC ($8.64K).

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

Institutional investors have sold a total of 324,547 shares in the last 24 months. This volume of shares sold represents approximately $14.26M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 6/16/2025 by MarketBeat.com Staff
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