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

WisdomTree U.S. Quality Growth Fund logo
$62.69 +0.58 (+0.93%)
Closing price 04:10 PM Eastern
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$62.80 +0.11 (+0.18%)
As of 04:27 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)
116
Total
Institutional Inflows
(last 12 months)
$731.14M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$99.89M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos Wealth Management Inc.10,263$548K0.0%N/A0.028%
5/5/2026Sanctuary Advisors LLC26,037$1.39M0.0%+7.9%0.070%
5/5/2026 Flynn Zito Capital Management LLC236,170$12.62M4.0%+10.4%0.636%
5/4/2026 Retirement Planning Group LLC4,330,872$231.40M7.2%+2.8%11.667%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,021,046$54.55M0.9%+41.1%2.751%
5/1/2026 Fifth Third Bancorp1,646$88K0.0%N/A0.004%
4/30/2026 Kestra Advisory Services LLC333,749$17.83M0.1%+30.2%0.906%
4/28/2026 Bravias Capital Group LLC28,947$1.55M1.0%-7.8%0.079%
4/27/2026 Private Advisor Group LLC1,302,260$69.58M0.3%+12.9%3.576%
4/27/2026 Trademark Financial Management LLC14,408$770K0.4%-2.2%0.040%
4/27/2026 Sound Income Strategies LLC203,050$10.98M0.5%+21.2%0.558%
4/25/2026 KPP Advisory Services LLC37,974$2.03M0.3%+13.0%0.104%
4/24/2026 Horizon Wealth Management LLC9,740$520K0.1%-98.1%0.027%
4/24/2026 Columbia Advisory Partners LLC426,047$22.76M14.5%+5.8%1.170%
4/23/2026 Intrua Financial LLC7,307$390K0.0%-8.1%0.020%
4/23/2026 Etesian Wealth Advisors Inc.294,796$15.75M5.0%+3.3%0.809%
4/23/2026 Formidable Asset Management LLC54,950$3.22M0.5%+100.1%0.151%
4/22/2026 Janney Montgomery Scott LLC4,100$219K0.0%-41.5%0.011%
4/21/2026 Falcon Wealth Planning5,678$303K0.0%+7.7%0.016%
4/20/2026 Kestra Private Wealth Services LLC15,217$813K0.0%-13.3%0.042%
4/20/2026 RFG Advisory LLC37,566$2.01M0.0%+0.5%0.103%
3/17/2026Rockefeller Capital Management L.P.99,360$5.83M0.0%+2,323.4%0.268%
3/12/2026Vericrest Private Wealth98,966$5.81M5.2%N/A0.267%
3/2/2026 Sankala Group LLC2,985$169K0.1%N/A0.008%
2/26/2026TD Capital Management LLC45,957$2.70M0.2%+12.7%0.124%
2/20/2026Sunbelt Securities Inc.82,578$4.85M0.3%-1.0%0.223%
2/19/2026 WealthPoint Financial LLC8,937$524K0.5%N/A0.024%
2/19/2026 Royal Harbor Partners LLC4,050$238K0.1%-10.8%0.011%
2/18/2026Mercer Global Advisors Inc. ADV3,409$200K0.0%N/A0.009%
2/18/2026NewEdge Advisors LLC6,006$352K0.0%-36.1%0.016%
2/18/2026VestGen Advisors LLC4,289$252K0.0%-6.3%0.012%
2/17/2026EFG International AG600$35K0.0%N/A0.002%
2/17/2026Cetera Investment Advisers371,378$21.79M0.0%+333.1%1.002%
2/17/2026Equitable Holdings Inc.43,408$2.55M0.0%+15.9%0.117%
2/17/2026Kovack Advisors Inc.8,538$501K0.0%N/A0.023%
2/17/2026Osaic Holdings Inc.374,511$21.97M0.0%+697.0%1.011%
2/17/2026 Private Advisor Group LLC1,153,475$67.67M0.3%+28.1%3.113%
2/16/2026 MML Investors Services LLC38,608$2.27M0.0%-2.6%0.104%
2/16/2026Aptus Capital Advisors LLC2,738$161K0.0%+364.1%0.007%
2/13/2026CreativeOne Wealth LLC24,514$1.44M0.0%+38.7%0.066%
2/13/2026 Kestra Advisory Services LLC256,351$15.04M0.1%+3.1%0.692%
2/13/2026Quattro Advisors LLC253,502$14.87M11.9%N/A0.684%
2/13/2026Smartleaf Asset Management LLC261,909$15.49M0.6%+1.8%0.707%
2/13/2026Morgan Stanley2,344,690$137.56M0.0%+3.7%6.328%
2/13/2026Arkadios Wealth Advisors9,050$531K0.0%-12.1%0.024%
2/13/2026Integrated Wealth Concepts LLC3,701$217K0.0%N/A0.010%
2/13/2026Summit Financial LLC34,686$2.04M0.0%-1.6%0.094%
2/12/2026Jane Street Group LLC4,038$237K0.0%N/A0.011%
2/12/2026TopTier Wealth Management LLC33,031$1.94M1.3%N/A0.089%
2/12/2026 Commonwealth Equity Services LLC33,975$1.99M0.0%+121.5%0.092%
2/12/2026Steward Partners Investment Advisory LLC8,220$482K0.0%+19.9%0.022%
2/12/2026Investor s Fiduciary Advisor Network LLC3,854$226K0.0%N/A0.010%
2/12/2026Founders Financial Alliance LLC7,848$460K0.1%+31.8%0.021%
2/12/2026Great Valley Advisor Group Inc.23,294$1.37M0.0%+16.4%0.063%
2/12/2026Kovack Advisors Inc.8,538$457K0.0%N/A0.023%
2/11/2026Gateway Wealth Partners LLC11,775$691K0.1%+19.0%0.032%
2/11/2026 Janney Montgomery Scott LLC7,009$411K0.0%+12.9%0.019%
2/11/2026Insight Advisors LLC PA275,021$16.14M2.4%-0.2%0.742%
2/11/2026LPL Financial LLC2,817,821$165.32M0.0%+8.9%7.605%
2/11/2026 Etesian Wealth Advisors Inc.285,340$16.74M5.2%+13.3%0.770%
2/11/2026 Vise Technologies Inc.5,653$332K0.0%N/A0.015%
2/10/2026Resolute Capital LLC218,948$12.85M5.4%N/A0.591%
2/10/2026Northwestern Mutual Wealth Management Co.283,701$16.65M0.0%+5.9%0.766%
2/9/2026Kingsview Wealth Management LLC75,558$4.43M0.1%+0.7%0.204%
2/9/2026Harbour Investments Inc.32,496$1.91M0.0%+6.7%0.088%
2/6/2026GPS Wealth Strategies Group LLC8,962$526K0.4%-97.0%0.024%
2/6/2026Empirical Asset Management LLC6,373$374K0.1%-22.6%0.017%
2/6/2026 Creative Financial Designs Inc. ADV14,100$827K0.1%+4.6%0.038%
2/6/2026PNC Financial Services Group Inc.4,000$235K0.0%-32.4%0.011%
2/6/2026 Flynn Zito Capital Management LLC213,896$12.55M4.5%-0.9%0.577%
2/6/2026HighTower Advisors LLC3,474,401$203.84M0.2%+3.5%9.378%
2/5/2026 Intrua Financial LLC7,948$466K0.0%-13.4%0.021%
2/5/2026 Soltis Investment Advisors LLC7,885$463K0.0%-14.8%0.021%
2/5/2026Western Wealth Management LLC14,955$877K0.0%+55.9%0.040%
2/5/2026Atria Investments Inc195,959$11.50M0.1%+1.6%0.529%
2/4/2026 Legacy Financial Advisors Inc.328,144$19.25M2.7%-5.4%0.882%
2/4/2026 Horizon Wealth Management LLC514,956$30.21M4.7%N/A1.384%
2/3/2026MGO One Seven LLC60,663$3.56M0.1%+6.4%0.163%
2/3/2026 Retirement Planning Group LLC4,214,209$247.25M8.1%+2.9%11.329%
2/3/2026 RFG Advisory LLC37,394$2.19M0.0%+10.4%0.101%
2/2/2026 Truist Financial Corp4,015$236K0.0%-85.2%0.011%
2/2/2026 KPP Advisory Services LLC33,594$1.97M0.3%+339.2%0.090%
2/2/2026 CENTRAL TRUST Co699$41K0.0%N/A0.002%
1/29/2026Comprehensive Financial Consultants Institutional Inc.46,422$2.72M0.8%+2.3%0.126%
1/29/2026 Kestra Private Wealth Services LLC17,548$1.03M0.0%-41.8%0.048%
1/29/2026UBS Group AG175,772$10.31M0.0%+16.1%0.479%
1/29/2026Sanctuary Advisors LLC24,121$1.42M0.0%-3.6%0.066%
1/29/2026 Concurrent Investment Advisors LLC103,321$6.06M0.1%+0.7%0.281%
1/29/2026 Bravias Capital Group LLC31,407$1.84M1.1%+24.7%0.086%
1/29/2026 NBC Securities Inc.88,006$5.16M0.4%+0.7%0.240%
1/28/2026 Trademark Financial Management LLC14,730$864K0.5%N/A0.040%
1/27/2026ZEGA Investments LLC3,519$206K0.0%N/A0.010%
1/26/2026 Oxinas Partners LLC174,525$10.24M4.9%+1.8%0.474%
1/26/2026 Private Trust Co. NA2,637$155K0.0%+271.4%0.007%
1/26/2026 United Advisor Group LLC13,400$786K0.1%+19.4%0.036%
1/26/2026CWM LLC144,429$8.47M0.0%+89.9%0.392%
1/23/2026 Farther Finance Advisors LLC1,279$75K0.0%N/A0.004%
1/22/2026 tru Independence LLC183,393$10.76M2.7%+2.4%0.503%
1/22/2026 Columbia Advisory Partners LLC402,504$23.62M16.1%+11.2%1.104%
1/22/2026 Elm3 Financial Group LLC4,788$281K0.2%-23.3%0.013%


QGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QGRW shares?

During the previous two years, 144 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were Retirement Planning Group LLC ($231.40M), HighTower Advisors LLC ($203.84M), Smith Anglin Financial LLC ($178.36M), LPL Financial LLC ($165.32M), Trust Point Inc. ($153.74M), Morgan Stanley ($137.56M), and Bank of America Corp DE ($88.72M).Learn more on WisdomTree U.S. Quality Growth Fund's institutional investors.

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

Of the 139 institutional investors that purchased WisdomTree U.S. Quality Growth Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($4.33M), Smith Anglin Financial LLC ($3.39M), HighTower Advisors LLC ($1.43M), LPL Financial LLC ($1.21M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($1.02M), Bank of America Corp DE ($955.12K), and Private Advisor Group LLC ($724.64K).

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

Institutional investors have bought a total of 13,281,752 shares in the last 24 months. This purchase volume represents approximately $731.14M in transactions.

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

Of the 50 institutional investors that sold WisdomTree U.S. Quality Growth Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Wealth Management LLC ($505.22K), Trust Point Inc. ($361.62K), GPS Wealth Strategies Group LLC ($293.09K), Raymond James Financial Inc. ($163.20K), RVW Wealth LLC ($151.69K), Tempus Wealth Planning LLC ($64.69K), and Avestar Capital LLC ($39.58K).

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

Institutional investors have sold a total of 1,822,957 shares in the last 24 months. This volume of shares sold represents approximately $99.89M in transactions.


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This page (NYSEARCA:QGRW) was last updated on 5/5/2026 by MarketBeat.com Staff.
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