Wisdomtree US Quality GrowthQGRWETF
13F holders, Q3 2024 (September 30)77holders +17
18new positions
1sold out
2famous investors
$45.63avg. 13F price*
At the end of Q3 2024, 77 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 17 from Q2 2024. 18 opened new positions and 1 sold out. The largest holders were Trust Point Inc. ($137.5M), RVW Wealth, LLC ($51.4M) and LPL Financial LLC ($34.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.6M |
| Exits | 1 | $17K |
All 13F filers, Q2 2024 → Q3 2024: 1,118,748 shares bought and 30,730 shares sold, net +1,088,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Trust Point Inc. | 10.32% | Add +0.1% | 3,014,247 | $137.5M |
| RVW Wealth, LLC | 4.77% | Add +13.9% | 1,126,151 | $51.4M |
| LPL Financial LLC | 0.02% | Add +7.5% | 744,608 | $34.0M |
| Bank of America Corp. | 0.00% | Add +1.8% | 619,332 | $28.3M |
| Prestige Wealth Management Group LLC | 4.07% | Reduce -1.9% | 430,608 | $19.6M |
| Private Advisor Group, LLC | 0.11% | Add +10.4% | 398,023 | $18.2M |
| Legacy Financial Advisors, Inc. | 2.89% | Reduce -2.3% | 377,332 | $17.2M |
| Smartleaf Asset Management LLC | 1.10% | Add +64.9% | 199,837 | $9.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +44.4% | 193,087 | $8.8M |
| Insight Advisors, LLC/ PA | 1.33% | Add +38.4% | 167,118 | $7.6M |
| GPS Wealth Strategies Group, LLC | 0.95% | Add +42.5% | 155,811 | $7.1M |
| tru Independence LLC | 2.06% | Add +10.9% | 154,007 | $7.0M |
| Avestar Capital, LLC | 0.59% | Add +0.6% | 118,617 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +107.8% | 113,554 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89602.5% | 106,746 | $4.9M |
| Oxinas Partners, LLC | 2.70% | Add +108.6% | 96,740 | $4.4M |
| Morgan Stanley | 0.00% | Add +344.1% | 89,647 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.42% | Add +325.8% | 68,665 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +5.8% | 57,113 | $2.6M |
| Raymond James & Associates | 0.00% | New | 48,857 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +19.6% | 45,720 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.9% | 42,901 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.6% | 41,762 | $1.9M |
| Lanark Financial, Inc. | 0.15% | Add +2.2% | 39,694 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +2.3% | 36,098 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Add +18.9% | 34,749 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 33,836 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +57.7% | 32,526 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +14.6% | 32,267 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | New | 30,144 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 29,638 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +414.0% | 27,655 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | New | 24,619 | $1.2M |
| UBS Group AG | 0.00% | Add +9.6% | 24,698 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.37% | New | 22,110 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.0% | 19,802 | $903K |
| MML Investors Services, LLC | 0.00% | Add +13.7% | 18,644 | $851K |
| Royal Bank of Canada | 0.00% | New | 16,735 | $764K |
| TD Capital Management LLC | 0.07% | Add +21.8% | 16,152 | $737K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.6% | 15,452 | $705K |
| Drive Wealth Management, LLC | 0.18% | Add +239.8% | 15,380 | $702K |
| Equitable Holdings, Inc. | 0.01% | Add +179.8% | 14,965 | $683K |
| Harbour Investments, Inc. | 0.02% | Add +14.7% | 14,537 | $663K |
| Western Wealth Management, LLC | 0.03% | New | 11,255 | $514K |
| Citadel Advisors | 0.00% | New | 9,745 | $445K |
| Millington Financial Advisors, LLC | 0.26% | Reduce -0.9% | 9,148 | $417K |
| Brown Advisory Inc. | 0.00% | Add +23.0% | 8,526 | $389K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.0% | 8,219 | $375K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -2.7% | 7,479 | $341K |
| L.M. Kohn & Company | 0.08% | Reduce -45.3% | 7,336 | $335K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.8% | 6,510 | $297K |
| JPMorgan Chase & Co. | 0.00% | Add +17.8% | 6,352 | $290K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 6,061 | $277K |
| D. E. Shaw & Co. | 0.00% | New | 5,978 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.1% | 5,719 | $261K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.1% | 5,354 | $244K |
| Falcon Wealth Planning | 0.03% | Add +1.1% | 5,040 | $230K |
| Cwm, LLC | 0.00% | New | 4,908 | $224K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,657 | $212K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.1% | 4,613 | $210K |
| Beacon Financial Advisory LLC | 0.07% | No change | 4,553 | $208K |
| Lodestar Private Asset Management LLC | 0.03% | New | 4,433 | $202K |
| CoreCap Advisors, LLC | 0.01% | Add +17.2% | 2,551 | $116K |
| Tucker Asset Management LLC | 0.02% | No change | 1,681 | $77K |
| Avior Wealth Management, LLC | 0.00% | New | 1,127 | $51K |
| Principal Securities, Inc. | 0.00% | New | 732 | $33K |
| FMR LLC | 0.00% | Reduce -54.0% | 596 | $27K |
| Bank of Montreal | 0.00% | No change | 359 | $16K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 318 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 318 | $15K |
| Osaic Holdings, Inc. | 0.00% | No change | 300 | $14K |
| Founders Financial Alliance, LLC | 0.00% | Add +5620.0% | 286 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $13K |
| Covestor Ltd | 0.01% | Reduce -11.3% | 227 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 125 | $6K |
| NorthRock Partners, LLC | 0.00% | New | 89 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 6 | $273 |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.