Wisdomtree US Quality GrowthQGRWETF
13F holders, Q2 2024 (June 30)60holders +13
15new positions
2sold out
$44.83avg. 13F price*
At the end of Q2 2024, 60 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 13 from Q1 2024. 15 opened new positions and 2 sold out. The largest holders were Trust Point Inc. ($134.9M), RVW Wealth, LLC ($44.3M) and LPL Financial LLC ($31.1M).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $10.3M |
| Exits | 2 | $904K |
All 13F filers, Q1 2024 → Q2 2024: 1,157,732 shares bought and 148,278 shares sold, net +1,009,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Trust Point Inc. | 10.82% | Reduce -0.5% | 3,009,662 | $134.9M |
| RVW Wealth, LLC | 4.42% | Add +38.4% | 988,941 | $44.3M |
| LPL Financial LLC | 0.02% | Add +32.7% | 692,789 | $31.1M |
| Bank of America Corp. | 0.00% | Add +2.1% | 608,313 | $27.3M |
| Prestige Wealth Management Group LLC | 4.25% | Reduce -3.9% | 438,718 | $19.7M |
| Legacy Financial Advisors, Inc. | 3.08% | Reduce -16.1% | 386,210 | $17.3M |
| Private Advisor Group, LLC | 0.11% | Add +70.4% | 360,473 | $16.2M |
| tru Independence LLC | 1.88% | Add +6.8% | 138,898 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.4% | 133,729 | $6.0M |
| Smartleaf Asset Management LLC | 0.90% | Add +0.1% | 121,197 | $5.5M |
| Insight Advisors, LLC/ PA | 0.99% | Add +68.4% | 120,735 | $5.4M |
| Avestar Capital, LLC | 0.58% | New | 117,881 | $5.3M |
| GPS Wealth Strategies Group, LLC | 0.74% | Add +272.1% | 109,357 | $4.9M |
| Atria Investments, Inc | 0.03% | Add +95.6% | 54,642 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +11.0% | 53,986 | $2.4M |
| Oxinas Partners, LLC | 1.38% | Add +100.7% | 46,384 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +31.7% | 42,431 | $1.9M |
| Lanark Financial, Inc. | 0.16% | Add +13.9% | 38,850 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +249.0% | 38,235 | $1.7M |
| RFG Advisory, LLC | 0.05% | Add +7.3% | 35,293 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 33,292 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.8% | 30,008 | $1.3M |
| Herold Advisors, Inc. | 0.30% | Add +101.4% | 29,232 | $1.3M |
| Stifel Financial Corp. | 0.00% | New | 28,389 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +57.0% | 28,163 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 25,078 | $1.1M |
| UBS Group AG | 0.00% | Add +22.2% | 22,537 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.3% | 20,630 | $925K |
| Morgan Stanley | 0.00% | Add +41093.9% | 20,185 | $905K |
| MML Investors Services, LLC | 0.00% | Add +20.6% | 16,394 | $735K |
| Etesian Wealth Advisors, Inc. | 0.41% | New | 16,127 | $723K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +108.5% | 14,224 | $638K |
| L.M. Kohn & Company | 0.16% | Add +162.7% | 13,420 | $602K |
| TD Capital Management LLC | 0.06% | Add +27.8% | 13,260 | $594K |
| Harbour Investments, Inc. | 0.02% | Add +36.7% | 12,676 | $568K |
| Millington Financial Advisors, LLC | 0.29% | Reduce -0.7% | 9,231 | $414K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.1% | 7,905 | $354K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -2.8% | 7,687 | $345K |
| Brown Advisory Inc. | 0.00% | New | 6,932 | $311K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.9% | 6,210 | $278K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.5% | 6,061 | $272K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,025 | $270K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.2% | 5,392 | $242K |
| Jane Street Group, LLC | 0.00% | Reduce -62.5% | 5,380 | $241K |
| Equitable Holdings, Inc. | 0.00% | New | 5,349 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,000 | $224K |
| Falcon Wealth Planning | 0.03% | New | 4,985 | $223K |
| Independent Financial Group, LLC | 0.01% | New | 4,620 | $207K |
| Beacon Financial Advisory LLC | 0.08% | New | 4,553 | $204K |
| Drive Wealth Management, LLC | 0.05% | New | 4,526 | $203K |
| CoreCap Advisors, LLC | 0.01% | Add +26.9% | 2,176 | $98K |
| Tucker Asset Management LLC | 0.02% | No change | 1,681 | $75K |
| FMR LLC | 0.00% | Add +1145.2% | 1,295 | $58K |
| US Bancorp \de | 0.00% | Reduce -50.1% | 381 | $17K |
| Bank of Montreal | 0.00% | New | 359 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.1% | 300 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $13K |
| Covestor Ltd | 0.01% | Add +34.7% | 256 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 119 | $5K |
| Founders Financial Alliance, LLC | 0.00% | New | 5 | $224 |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.