Wisdomtree US Quality GrowthQGRWETF
13F holders, Q1 2024 (March 31)47holders
$41.10avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings. The largest holders were Trust Point Inc. ($124.3M), RVW Wealth, LLC ($29.4M) and Bank of America Corp. ($24.5M).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $175.8M |
| Exits | 2 | $255K |
Ownership 47 holders
| Trust Point Inc. | 9.76% | New | 3,023,477 | $124.3M |
| RVW Wealth, LLC | 3.02% | Add +22.6% | 714,683 | $29.4M |
| Bank of America Corp. | 0.00% | New | 595,566 | $24.5M |
| LPL Financial LLC | 0.01% | Add +156.3% | 522,169 | $21.5M |
| Legacy Financial Advisors, Inc. | 3.39% | Reduce -9.6% | 460,330 | $18.9M |
| Prestige Wealth Management Group LLC | 4.05% | Reduce -6.7% | 456,479 | $18.8M |
| Private Advisor Group, LLC | 0.06% | Add +3061.0% | 211,567 | $8.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.9% | 138,365 | $5.7M |
| tru Independence LLC | 1.57% | New | 130,064 | $5.3M |
| Smartleaf Asset Management LLC | 0.96% | New | 121,081 | $5.0M |
| Insight Advisors, LLC/ PA | 0.57% | New | 71,711 | $2.9M |
| Cetera Investment Advisers | 0.00% | New | 48,647 | $2.0M |
| Lanark Financial, Inc. | 0.13% | New | 34,107 | $1.4M |
| RFG Advisory, LLC | 0.05% | New | 32,903 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.3% | 32,225 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 31,357 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.20% | Add +48875.0% | 29,385 | $1.2M |
| Atria Investments, Inc | 0.02% | New | 27,938 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +54.0% | 27,585 | $1.1M |
| Oxinas Partners, LLC | 0.62% | New | 23,112 | $950K |
| UBS Group AG | 0.00% | Add +1128.0% | 18,445 | $758K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.7% | 18,364 | $755K |
| Kingsview Wealth Management, LLC | 0.02% | New | 17,934 | $737K |
| Herold Advisors, Inc. | 0.14% | Add +143.0% | 14,512 | $596K |
| Jane Street Group, LLC | 0.00% | New | 14,360 | $590K |
| MML Investors Services, LLC | 0.00% | New | 13,598 | $559K |
| JPMorgan Chase & Co. | 0.00% | New | 11,286 | $464K |
| Old Mission Capital LLC | 0.01% | New | 11,021 | $453K |
| My Legacy Advisors, LLC | 0.15% | Reduce -21.1% | 10,981 | $451K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 10,957 | $450K |
| TD Capital Management LLC | 0.05% | New | 10,373 | $426K |
| Millington Financial Advisors, LLC | 0.27% | Add +14.4% | 9,296 | $382K |
| Harbour Investments, Inc. | 0.01% | New | 9,271 | $381K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | New | 7,909 | $325K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,055 | $290K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,823 | $280K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.9% | 6,035 | $248K |
| D'Orazio & Associates, Inc. | 0.04% | New | 6,031 | $248K |
| L.M. Kohn & Company | 0.06% | New | 5,109 | $210K |
| CoreCap Advisors, LLC | 0.00% | New | 1,714 | $70K |
| Tucker Asset Management LLC | 0.02% | New | 1,681 | $69K |
| US Bancorp \de | 0.00% | New | 764 | $31K |
| Osaic Holdings, Inc. | 0.00% | Add +133.3% | 700 | $29K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $12K |
| Covestor Ltd | 0.01% | New | 190 | $8K |
| FMR LLC | 0.00% | Add +10300.0% | 104 | $4K |
| Morgan Stanley | 0.00% | New | 49 | $2K |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.