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

WisdomTree U.S. Quality Growth Fund logo
$68.91 +0.23 (+0.33%)
Closing price 04:10 PM Eastern
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$68.90 0.00 (-0.01%)
As of 07:30 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)
111
Total
Institutional Inflows
(last 12 months)
$513.16M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$86.06M
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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
9/23/2026Envestnet Asset Management Inc.681,763$45.02M0.0%+27.0%1.513%
9/9/2026RFG Advisory LLC39,791$2.63M0.0%+5.9%0.094%
9/9/2026NewEdge Advisors LLC5,090$336K0.0%+10.5%0.012%
9/9/2026IFP Advisors Inc1,334$88K0.0%+563.7%0.003%
9/9/2026XY Planning Network Inc.12,358$816K0.1%+7.7%0.029%
9/8/2026Paragon Capital Management Ltd4,005$264K0.0%-47.6%0.009%
8/23/2026Ameritas Advisory Services LLC952$63K0.0%N/A0.002%
8/22/2026Markowski Investments1,534$101K0.0%N/A0.004%
8/22/2026Hopwood Nicholas Hunter14,354$948K0.3%N/A0.034%
8/22/2026ZEGA Investments LLC5,694$376K0.0%+8.6%0.013%
8/21/2026Legacy Financial Advisors Inc.336,730$22.23M2.8%+1.0%0.798%
8/20/2026Orgel Wealth Management LLC3,156$208K0.0%N/A0.007%
7/9/2026Centurion Wealth Management LLC161,509$10.66M2.5%+43.9%0.401%
7/8/2026Trust Point Inc.2,477,989$163.62M13.9%-1.3%6.152%
7/8/2026RVW Wealth LLC1,073,242$70.87M4.7%+0.7%2.664%
7/7/2026Dynamic Advisor Solutions LLC5,095$336K0.0%+15.8%0.013%
7/7/2026GK Wealth Management LLC17,075$1.13M0.6%N/A0.043%
7/7/2026CoreCap Advisors LLC7,052$466K0.0%+33.9%0.018%
6/26/2026WealthPoint Financial LLC9,449$505K0.4%+5.7%0.025%
6/3/2026NewEdge Advisors LLC4,606$246K0.0%-23.3%0.012%
5/19/2026Western Wealth Management LLC91,929$4.91M0.2%+514.7%0.248%
5/19/2026NewEdge Advisors LLC4,606$246K0.0%-23.3%0.012%
5/19/2026Bank of America Corp DE2,039,375$108.96M0.0%+29.5%5.494%
5/19/2026Arkadios Wealth Advisors54,150$2.89M0.0%+498.3%0.146%
5/18/2026Sunbelt Securities Inc.80,423$4.30M0.3%-2.6%0.217%
5/15/2026Gateway Wealth Partners LLC22,248$1.19M0.0%+88.9%0.060%
5/15/2026Waverly Advisors LLC548$29K0.0%N/A0.001%
5/13/2026Cetera Investment Advisers390,626$20.87M0.0%+5.2%1.052%
5/13/2026Prestige Wealth Management Group LLC359,265$19.20M3.8%-6.1%0.968%
5/12/2026Insight Advisors LLC PA7,992$427K0.1%-97.1%0.022%
5/6/2026Aire Advisors LLC3,781$202K0.0%N/A0.010%
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%
5/5/2026Flynn Zito Capital Management LLC236,170$12.62M4.0%+10.4%0.636%
5/4/2026Retirement Planning Group LLC4,330,872$231.40M7.2%+2.8%11.667%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,021,046$54.55M0.9%+41.1%2.751%
5/1/2026Fifth Third Bancorp1,646$88K0.0%N/A0.004%
4/30/2026Kestra Advisory Services LLC333,749$17.83M0.1%+30.2%0.906%
4/28/2026Bravias Capital Group LLC28,947$1.55M1.0%-7.8%0.079%
4/27/2026Private Advisor Group LLC1,302,260$69.58M0.3%+12.9%3.576%
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4/27/2026Trademark Financial Management LLC14,408$770K0.4%-2.2%0.040%
4/27/2026Sound Income Strategies LLC203,050$10.98M0.5%+21.2%0.558%
4/25/2026KPP Advisory Services LLC37,974$2.03M0.3%+13.0%0.104%
4/24/2026Horizon Wealth Management LLC9,740$520K0.1%-98.1%0.027%
4/24/2026Columbia Advisory Partners LLC426,047$22.76M14.5%+5.8%1.170%
4/23/2026Intrua Financial LLC7,307$390K0.0%-8.1%0.020%
4/23/2026Etesian Wealth Advisors Inc.294,796$15.75M5.0%+3.3%0.809%
4/23/2026Formidable Asset Management LLC54,950$3.22M0.5%+100.1%0.151%
4/22/2026Janney Montgomery Scott LLC4,100$219K0.0%-41.5%0.011%
4/21/2026Falcon Wealth Planning5,678$303K0.0%+7.7%0.016%
4/20/2026Kestra Private Wealth Services LLC15,217$813K0.0%-13.3%0.042%
4/20/2026RFG 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%
3/2/2026Sankala 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%
2/19/2026WealthPoint Financial LLC8,937$524K0.5%N/A0.024%
2/19/2026Royal 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%
2/17/2026Private Advisor Group LLC1,153,475$67.67M0.3%+28.1%3.113%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
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2/11/2026Etesian Wealth Advisors Inc.285,340$16.74M5.2%+13.3%0.770%
2/11/2026Vise 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%
2/6/2026Creative 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%


QGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 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. ($163.62M), 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 146 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 ($1.04M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($1.02M), and Private Advisor Group LLC ($575.73K).

Institutional investors have bought a total of 8,916,396 shares in the last 24 months. This purchase volume represents approximately $513.16M in transactions.

Of the 41 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), GPS Wealth Strategies Group LLC ($293.09K), Insight Advisors LLC PA ($267.48K), RVW Wealth LLC ($151.69K), Raymond James Financial Inc. ($56.97K), Trust Point Inc. ($49.45K), and Prestige Wealth Management Group LLC ($32.32K).

Institutional investors have sold a total of 1,539,744 shares in the last 24 months. This volume of shares sold represents approximately $86.06M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:QGRW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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