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

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Closing price 05/22/2026 04:10 PM Eastern

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$65.36 +0.01 (+0.02%)

As of 05/22/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 113
Total Institutional Inflows (last 12 months): $726.23M

Number of Institutional Sellers (last 12 months): 47
Total Institutional Outflows (last 12 months): $114.03M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	91,929	$4.91M	0.2%	+514.7%	0.248%
5/19/2026	NewEdge Advisors LLC	4,606	$246K	0.0%	-23.3%	0.012%
5/19/2026	Bank of America Corp DE	2,039,375	$108.96M	0.0%	+29.5%	5.494%
5/19/2026	Arkadios Wealth Advisors	54,150	$2.89M	0.0%	+498.3%	0.146%
5/18/2026	Sunbelt Securities Inc.	80,423	$4.30M	0.3%	-2.6%	0.217%
5/15/2026	Gateway Wealth Partners LLC	22,248	$1.19M	0.0%	+88.9%	0.060%
5/15/2026	Waverly Advisors LLC	548	$29K	0.0%	N/A	0.001%
5/13/2026	Cetera Investment Advisers	390,626	$20.87M	0.0%	+5.2%	1.052%
5/13/2026	Prestige Wealth Management Group LLC	359,265	$19.20M	3.8%	-6.1%	0.968%
5/12/2026	Insight Advisors LLC PA	7,992	$427K	0.1%	-97.1%	0.022%
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5/6/2026	Aire Advisors LLC	3,781	$202K	0.0%	N/A	0.010%
5/5/2026	Geneos Wealth Management Inc.	10,263	$548K	0.0%	N/A	0.028%
5/5/2026	Sanctuary Advisors LLC	26,037	$1.39M	0.0%	+7.9%	0.070%
5/5/2026	Flynn Zito Capital Management LLC	236,170	$12.62M	4.0%	+10.4%	0.636%
5/4/2026	Retirement Planning Group LLC	4,330,872	$231.40M	7.2%	+2.8%	11.667%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	1,021,046	$54.55M	0.9%	+41.1%	2.751%
5/1/2026	Fifth Third Bancorp	1,646	$88K	0.0%	N/A	0.004%
4/30/2026	Kestra Advisory Services LLC	333,749	$17.83M	0.1%	+30.2%	0.906%
4/28/2026	Bravias Capital Group LLC	28,947	$1.55M	1.0%	-7.8%	0.079%
4/27/2026	Private Advisor Group LLC	1,302,260	$69.58M	0.3%	+12.9%	3.576%
4/27/2026	Trademark Financial Management LLC	14,408	$770K	0.4%	-2.2%	0.040%
4/27/2026	Sound Income Strategies LLC	203,050	$10.98M	0.5%	+21.2%	0.558%
4/25/2026	KPP Advisory Services LLC	37,974	$2.03M	0.3%	+13.0%	0.104%
4/24/2026	Horizon Wealth Management LLC	9,740	$520K	0.1%	-98.1%	0.027%
4/24/2026	Columbia Advisory Partners LLC	426,047	$22.76M	14.5%	+5.8%	1.170%
4/23/2026	Intrua Financial LLC	7,307	$390K	0.0%	-8.1%	0.020%
4/23/2026	Etesian Wealth Advisors Inc.	294,796	$15.75M	5.0%	+3.3%	0.809%
4/23/2026	Formidable Asset Management LLC	54,950	$3.22M	0.5%	+100.1%	0.151%
4/22/2026	Janney Montgomery Scott LLC	4,100	$219K	0.0%	-41.5%	0.011%
4/21/2026	Falcon Wealth Planning	5,678	$303K	0.0%	+7.7%	0.016%
4/20/2026	Kestra Private Wealth Services LLC	15,217	$813K	0.0%	-13.3%	0.042%
4/20/2026	RFG Advisory LLC	37,566	$2.01M	0.0%	+0.5%	0.103%
3/17/2026	Rockefeller Capital Management L.P.	99,360	$5.83M	0.0%	+2,323.4%	0.268%
3/12/2026	Vericrest Private Wealth	98,966	$5.81M	5.2%	N/A	0.267%
3/2/2026	Sankala Group LLC	2,985	$169K	0.1%	N/A	0.008%
2/26/2026	TD Capital Management LLC	45,957	$2.70M	0.2%	+12.7%	0.124%
2/20/2026	Sunbelt Securities Inc.	82,578	$4.85M	0.3%	-1.0%	0.223%
2/19/2026	WealthPoint Financial LLC	8,937	$524K	0.5%	N/A	0.024%
2/19/2026	Royal Harbor Partners LLC	4,050	$238K	0.1%	-10.8%	0.011%
2/18/2026	Mercer Global Advisors Inc. ADV	3,409	$200K	0.0%	N/A	0.009%
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2/18/2026	NewEdge Advisors LLC	6,006	$352K	0.0%	-36.1%	0.016%
2/18/2026	VestGen Advisors LLC	4,289	$252K	0.0%	-6.3%	0.012%
2/17/2026	EFG International AG	600	$35K	0.0%	N/A	0.002%
2/17/2026	Cetera Investment Advisers	371,378	$21.79M	0.0%	+333.1%	1.002%
2/17/2026	Equitable Holdings Inc.	43,408	$2.55M	0.0%	+15.9%	0.117%
2/17/2026	Kovack Advisors Inc.	8,538	$501K	0.0%	N/A	0.023%
2/17/2026	Osaic Holdings Inc.	374,511	$21.97M	0.0%	+697.0%	1.011%
2/17/2026	Private Advisor Group LLC	1,153,475	$67.67M	0.3%	+28.1%	3.113%
2/16/2026	MML Investors Services LLC	38,608	$2.27M	0.0%	-2.6%	0.104%
2/16/2026	Aptus Capital Advisors LLC	2,738	$161K	0.0%	+364.1%	0.007%
2/13/2026	CreativeOne Wealth LLC	24,514	$1.44M	0.0%	+38.7%	0.066%
2/13/2026	Kestra Advisory Services LLC	256,351	$15.04M	0.1%	+3.1%	0.692%
2/13/2026	Quattro Advisors LLC	253,502	$14.87M	11.9%	N/A	0.684%
2/13/2026	Smartleaf Asset Management LLC	261,909	$15.49M	0.6%	+1.8%	0.707%
2/13/2026	Morgan Stanley	2,344,690	$137.56M	0.0%	+3.7%	6.328%
2/13/2026	Arkadios Wealth Advisors	9,050	$531K	0.0%	-12.1%	0.024%
2/13/2026	Integrated Wealth Concepts LLC	3,701	$217K	0.0%	N/A	0.010%
2/13/2026	Summit Financial LLC	34,686	$2.04M	0.0%	-1.6%	0.094%
2/12/2026	Jane Street Group LLC	4,038	$237K	0.0%	N/A	0.011%
2/12/2026	TopTier Wealth Management LLC	33,031	$1.94M	1.3%	N/A	0.089%
2/12/2026	Commonwealth Equity Services LLC	33,975	$1.99M	0.0%	+121.5%	0.092%
2/12/2026	Steward Partners Investment Advisory LLC	8,220	$482K	0.0%	+19.9%	0.022%
2/12/2026	Investor s Fiduciary Advisor Network LLC	3,854	$226K	0.0%	N/A	0.010%
2/12/2026	Founders Financial Alliance LLC	7,848	$460K	0.1%	+31.8%	0.021%
2/12/2026	Great Valley Advisor Group Inc.	23,294	$1.37M	0.0%	+16.4%	0.063%
2/12/2026	Kovack Advisors Inc.	8,538	$457K	0.0%	N/A	0.023%
2/11/2026	Gateway Wealth Partners LLC	11,775	$691K	0.1%	+19.0%	0.032%
2/11/2026	Janney Montgomery Scott LLC	7,009	$411K	0.0%	+12.9%	0.019%
2/11/2026	Insight Advisors LLC PA	275,021	$16.14M	2.4%	-0.2%	0.742%
2/11/2026	LPL Financial LLC	2,817,821	$165.32M	0.0%	+8.9%	7.605%
2/11/2026	Etesian Wealth Advisors Inc.	285,340	$16.74M	5.2%	+13.3%	0.770%
2/11/2026	Vise Technologies Inc.	5,653	$332K	0.0%	N/A	0.015%
2/10/2026	Resolute Capital LLC	218,948	$12.85M	5.4%	N/A	0.591%
2/10/2026	Northwestern Mutual Wealth Management Co.	283,701	$16.65M	0.0%	+5.9%	0.766%
2/9/2026	Kingsview Wealth Management LLC	75,558	$4.43M	0.1%	+0.7%	0.204%
2/9/2026	Harbour Investments Inc.	32,496	$1.91M	0.0%	+6.7%	0.088%
2/6/2026	GPS Wealth Strategies Group LLC	8,962	$526K	0.4%	-97.0%	0.024%
2/6/2026	Empirical Asset Management LLC	6,373	$374K	0.1%	-22.6%	0.017%
2/6/2026	Creative Financial Designs Inc. ADV	14,100	$827K	0.1%	+4.6%	0.038%
2/6/2026	PNC Financial Services Group Inc.	4,000	$235K	0.0%	-32.4%	0.011%
2/6/2026	Flynn Zito Capital Management LLC	213,896	$12.55M	4.5%	-0.9%	0.577%
2/6/2026	HighTower Advisors LLC	3,474,401	$203.84M	0.2%	+3.5%	9.378%
2/5/2026	Intrua Financial LLC	7,948	$466K	0.0%	-13.4%	0.021%
2/5/2026	Soltis Investment Advisors LLC	7,885	$463K	0.0%	-14.8%	0.021%
2/5/2026	Western Wealth Management LLC	14,955	$877K	0.0%	+55.9%	0.040%
2/5/2026	Atria Investments Inc	195,959	$11.50M	0.1%	+1.6%	0.529%
2/4/2026	Legacy Financial Advisors Inc.	328,144	$19.25M	2.7%	-5.4%	0.882%
2/4/2026	Horizon Wealth Management LLC	514,956	$30.21M	4.7%	N/A	1.384%
2/3/2026	MGO One Seven LLC	60,663	$3.56M	0.1%	+6.4%	0.163%
2/3/2026	Retirement Planning Group LLC	4,214,209	$247.25M	8.1%	+2.9%	11.329%
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2/3/2026	RFG Advisory LLC	37,394	$2.19M	0.0%	+10.4%	0.101%
2/2/2026	Truist Financial Corp	4,015	$236K	0.0%	-85.2%	0.011%
2/2/2026	KPP Advisory Services LLC	33,594	$1.97M	0.3%	+339.2%	0.090%
2/2/2026	CENTRAL TRUST Co	699	$41K	0.0%	N/A	0.002%
1/29/2026	Comprehensive Financial Consultants Institutional Inc.	46,422	$2.72M	0.8%	+2.3%	0.126%
1/29/2026	Kestra Private Wealth Services LLC	17,548	$1.03M	0.0%	-41.8%	0.048%
1/29/2026	UBS Group AG	175,772	$10.31M	0.0%	+16.1%	0.479%
1/29/2026	Sanctuary Advisors LLC	24,121	$1.42M	0.0%	-3.6%	0.066%
1/29/2026	Concurrent Investment Advisors LLC	103,321	$6.06M	0.1%	+0.7%	0.281%
1/29/2026	Bravias Capital Group LLC	31,407	$1.84M	1.1%	+24.7%	0.086%

QGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 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 ($108.96M).Learn more on WisdomTree U.S. Quality Growth Fund's institutional investors.

Of the 140 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), Bank of America Corp DE ($1.42M), LPL Financial LLC ($1.21M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($1.02M), and Private Advisor Group LLC ($724.64K).

Institutional investors have bought a total of 13,035,142 shares in the last 24 months. This purchase volume represents approximately $726.23M in transactions.

Of the 47 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), Insight Advisors LLC PA ($267.48K), Raymond James Financial Inc. ($163.20K), RVW Wealth LLC ($151.69K), and Tempus Wealth Planning LLC ($52.90K).

Institutional investors have sold a total of 2,081,065 shares in the last 24 months. This volume of shares sold represents approximately $114.03M in transactions.

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This page (NYSEARCA:QGRW) was last updated on 5/26/2026 by MarketBeat.com Staff.

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

QGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Growth Fund Major Shareholders & Ownership History

QGRW Institutional Ownership - Frequently Asked Questions

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

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

QGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Growth Fund Major Shareholders & Ownership History

QGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QGRW shares?

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

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

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

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

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