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

WisdomTree U.S. Quality Growth Fund logo
$68.42 -0.32 (-0.47%)
Closing price 04:10 PM Eastern
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$68.42 0.00 (-0.01%)
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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)
106
Total
Institutional Inflows
(last 12 months)
$508.91M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$85.82M
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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
7/9/2026 Centurion Wealth Management LLC161,509$10.66M2.5%+43.9%0.401%
7/8/2026 Trust Point Inc.2,477,989$163.62M13.9%-1.3%6.152%
7/8/2026 RVW Wealth LLC1,073,242$70.87M4.7%+0.7%2.664%
7/7/2026 Dynamic Advisor Solutions LLC5,095$336K0.0%+15.8%0.013%
7/7/2026 GK Wealth Management LLC17,075$1.13M0.6%N/A0.043%
7/7/2026 CoreCap Advisors LLC7,052$466K0.0%+33.9%0.018%
6/26/2026 WealthPoint Financial LLC9,449$505K0.4%+5.7%0.025%
6/3/2026 NewEdge Advisors LLC4,606$246K0.0%-23.3%0.012%
5/19/2026Western Wealth Management LLC91,929$4.91M0.2%+514.7%0.248%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors54,150$2.89M0.0%+498.3%0.146%
5/18/2026Sunbelt Securities Inc.80,423$4.30M0.3%-2.6%0.217%
5/15/2026 Gateway Wealth Partners LLC22,248$1.19M0.0%+88.9%0.060%
5/15/2026Waverly Advisors LLC548$29K0.0%N/A0.001%
5/13/2026 Cetera 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%
5/12/2026 Insight Advisors LLC PA7,992$427K0.1%-97.1%0.022%
5/6/2026Aire Advisors LLC3,781$202K0.0%N/A0.010%
5/5/2026 Geneos Wealth Management Inc.10,263$548K0.0%N/A0.028%
5/5/2026 Sanctuary 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%
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3/17/2026 Rockefeller Capital Management L.P.99,360$5.83M0.0%+2,323.4%0.268%
3/12/2026 Vericrest Private Wealth98,966$5.81M5.2%N/A0.267%
3/2/2026Sankala Group LLC2,985$169K0.1%N/A0.008%
2/26/2026 TD 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%
2/18/2026 Mercer Global Advisors Inc. ADV3,409$200K0.0%N/A0.009%
2/18/2026 NewEdge Advisors LLC6,006$352K0.0%-36.1%0.016%
2/18/2026 VestGen Advisors LLC4,289$252K0.0%-6.3%0.012%
2/17/2026EFG International AG600$35K0.0%N/A0.002%
2/17/2026 Cetera Investment Advisers371,378$21.79M0.0%+333.1%1.002%
2/17/2026Equitable Holdings Inc.43,408$2.55M0.0%+15.9%0.117%
2/17/2026 Kovack 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%
2/16/2026 Aptus Capital Advisors LLC2,738$161K0.0%+364.1%0.007%
2/13/2026 CreativeOne 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%
2/13/2026 Smartleaf Asset Management LLC261,909$15.49M0.6%+1.8%0.707%
2/13/2026 Morgan Stanley2,344,690$137.56M0.0%+3.7%6.328%
2/13/2026 Arkadios Wealth Advisors9,050$531K0.0%-12.1%0.024%
2/13/2026 Integrated Wealth Concepts LLC3,701$217K0.0%N/A0.010%
2/13/2026 Summit Financial LLC34,686$2.04M0.0%-1.6%0.094%
2/12/2026Jane Street Group LLC4,038$237K0.0%N/A0.011%
2/12/2026 TopTier 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%
2/12/2026 Steward Partners Investment Advisory LLC8,220$482K0.0%+19.9%0.022%
2/12/2026 Investor s Fiduciary Advisor Network LLC3,854$226K0.0%N/A0.010%
2/12/2026 Founders Financial Alliance LLC7,848$460K0.1%+31.8%0.021%
2/12/2026 Great Valley Advisor Group Inc.23,294$1.37M0.0%+16.4%0.063%
2/12/2026 Kovack Advisors Inc.8,538$457K0.0%N/A0.023%
2/11/2026 Gateway Wealth Partners LLC11,775$691K0.1%+19.0%0.032%
2/11/2026 Janney Montgomery Scott LLC7,009$411K0.0%+12.9%0.019%
2/11/2026 Insight Advisors LLC PA275,021$16.14M2.4%-0.2%0.742%
2/11/2026 LPL 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%
2/10/2026 Resolute Capital LLC218,948$12.85M5.4%N/A0.591%
2/10/2026 Northwestern 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%
2/9/2026 Harbour 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%
2/6/2026 Empirical 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%
2/6/2026 PNC 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%
2/6/2026 HighTower Advisors LLC3,474,401$203.84M0.2%+3.5%9.378%
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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%
2/5/2026 Atria 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%
2/3/2026 MGO 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%


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. ($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 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 ($1.04M), 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 8,879,993 shares in the last 24 months. This purchase volume represents approximately $508.91M in transactions.

Of the 40 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 1,536,107 shares in the last 24 months. This volume of shares sold represents approximately $85.82M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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