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

WisdomTree U.S. Quality Growth Fund logo
$46.30 +0.73 (+1.60%)
As of 05/2/2025 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)
73
Total
Institutional Inflows
(last 12 months)
$336.39M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.77M
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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
5/2/2025Kingsview Wealth Management LLC48,181$2.12M0.0%+29.5%0.243%
5/2/2025Sigma Planning Corp9,579$421K0.0%+9.9%0.048%
5/1/2025 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%
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%
3/14/2025Tableaux LLC8,625$425K0.4%N/A0.037%
2/25/2025Armis Advisers LLC33,516$1.65M0.2%N/A0.160%
2/17/2025CoreCap Advisors LLC4,513$222K0.0%+76.9%0.049%
2/17/2025Cetera Investment Advisers63,548$3.13M0.0%+11.3%0.691%
2/17/2025Bank of America Corp DE624,516$30.76M0.0%+0.8%6.788%
2/14/2025MGO One Seven LLC20,248$997K0.0%N/A0.220%
2/14/2025IHT Wealth Management LLC15,292$753K0.0%N/A0.166%
2/14/2025Stifel Financial Corp6,259$308K0.0%-78.9%0.068%
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2/13/2025Gratus Wealth Advisors LLC144,542$7.12M1.1%N/A1.571%
2/13/2025NewEdge Advisors LLC5,222$257K0.0%N/A0.057%
2/13/2025CreativeOne Wealth LLC37,515$1.85M0.1%+24.5%0.408%
2/13/2025Legacy Financial Advisors Inc.357,410$17.61M2.9%-5.3%3.885%
2/13/2025Raymond James Financial Inc.128,910$6.35M0.0%N/A1.401%
2/13/2025Ritter Daniher Financial Advisory LLC DE202,771$9.99M2.8%N/A2.204%
2/12/2025JPMorgan Chase & Co.3,213$158K0.0%-49.4%0.035%
2/12/2025Prestige Wealth Management Group LLC426,150$20.99M6.5%-1.0%4.632%
2/11/2025LPL 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%
2/10/2025Harbour 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%
2/10/2025Commonwealth Equity Services LLC46,029$2.27M0.0%+36.0%0.500%
2/10/2025Avantax Advisory Services Inc.7,352$362K0.0%+37.3%0.080%
2/7/2025Founders Financial Alliance LLC2,634$130K0.0%+821.0%0.029%
2/7/2025 Royal Harbor Partners LLC4,832$238K0.1%N/A0.053%
2/6/2025Raymond James Financial Inc.128,910$6.35M0.0%N/A1.401%
2/6/2025Atria Investments Inc144,438$7.12M0.1%+27.2%1.570%
2/6/2025Bravias Capital Group LLC7,827$392K0.3%N/A0.085%
2/6/2025Jones Financial Companies Lllp1,962$97K0.0%N/A0.021%
2/5/2025Smartleaf Asset Management LLC201,521$10.02M1.0%+0.8%2.190%
2/5/2025TD Capital Management LLC16,597$818K0.1%+2.8%0.180%
2/5/2025 Private Trust Co. NA1,438$71K0.0%N/A0.016%
2/3/2025Sigma Planning Corp8,713$429K0.0%N/A0.095%
2/3/2025Private 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%
1/31/2025Sanctuary 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%
1/29/2025Avestar Capital LLC136,133$6.71M0.6%+14.8%1.480%
1/28/2025Kestra 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%
1/28/2025Kingsview 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%
1/27/2025Elm3 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%
1/24/2025Tempus 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%
1/24/2025Comprehensive Financial Consultants Institutional Inc.43,008$2.12M0.8%+94.5%0.467%
1/23/2025RVW 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%
1/22/2025Drive 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%
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1/13/2025 Columbia Advisory Partners LLC265,558$13.08M12.2%N/A2.887%
12/26/2024JPMorgan Chase & Co.6,352$290K0.0%+17.8%0.069%
11/25/2024Sanctuary Advisors LLC24,619$1.19M0.0%N/A0.268%
11/15/2024Prestige Wealth Management Group LLC430,608$19.65M4.1%-1.8%4.681%
11/15/2024MML Investors Services LLC18,644$851K0.0%+13.7%0.203%
11/15/2024Jane Street Group LLC27,655$1.26M0.0%+414.0%0.301%
11/15/2024Stifel Financial Corp29,638$1.35M0.0%+4.4%0.322%
11/14/2024 L.M. Kohn & Company7,336$335K0.1%-45.3%0.080%
11/14/2024CreativeOne Wealth LLC30,144$1.38M0.0%N/A0.328%
11/13/2024Avestar Capital LLC118,617$5.41M0.6%+0.6%1.289%
(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, 81 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 ($61.87M), RVW Wealth LLC ($58.27M), Bank of America Corp DE ($30.76M), Private Advisor Group LLC ($22.83M), 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 78 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 ($1.05M), LPL Financial LLC ($682.04K), Private Advisor Group LLC ($463.37K), Columbia Advisory Partners LLC ($311.56K), Raymond James Financial Inc. ($257.82K), and Ritter Daniher Financial Advisory LLC DE ($202.77K).

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

Institutional investors have bought a total of 8,738,027 shares in the last 24 months. This purchase volume represents approximately $387.45M in transactions.

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

Of the 14 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), Trust Point Inc. ($42.96K), Stifel Financial Corp ($23.38K), L.M. Kohn & Company ($6.08K), D.A. Davidson & CO. ($4.39K), and RFG Advisory LLC ($4.10K).

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

Institutional investors have sold a total of 288,725 shares in the last 24 months. This volume of shares sold represents approximately $12.69M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 5/3/2025 by MarketBeat.com Staff
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