Wisdomtree US Quality GrowthQGRWETF
13F holders, Q4 2024 (December 31)90holders +13
19new positions
11sold out
$49.28avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 13 from Q3 2024. 19 opened new positions and 11 sold out. The largest holders were Trust Point Inc. ($148.6M), LPL Financial LLC ($61.9M) and RVW Wealth, LLC ($58.3M).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $39.7M |
| Exits | 11 | $4.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,966,755 shares bought and 150,366 shares sold, net +1,816,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Trust Point Inc. | 10.31% | Add +0.1% | 3,017,086 | $148.6M |
| LPL Financial LLC | 0.03% | Add +68.7% | 1,256,028 | $61.9M |
| RVW Wealth, LLC | 5.44% | Add +5.0% | 1,182,836 | $58.3M |
| Bank of America Corp. | 0.00% | Add +0.8% | 624,516 | $30.8M |
| Private Advisor Group, LLC | 0.13% | Add +16.4% | 463,371 | $22.8M |
| Prestige Wealth Management Group LLC | 4.37% | Reduce -1.0% | 426,150 | $21.0M |
| Legacy Financial Advisors, Inc. | 2.91% | Reduce -5.3% | 357,410 | $17.6M |
| Columbia Advisory Partners LLC | 12.17% | New | 265,558 | $13.1M |
| Morgan Stanley | 0.00% | Add +135.2% | 210,812 | $10.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +8.3% | 209,217 | $10.3M |
| Smartleaf Asset Management LLC | 1.02% | Add +0.8% | 201,521 | $10.0M |
| Ritter Daniher Financial Advisory LLC / DE | 2.82% | New | 202,771 | $10.0M |
| Insight Advisors, LLC/ PA | 1.69% | Add +18.7% | 198,351 | $9.9M |
| GPS Wealth Strategies Group, LLC | 1.20% | Add +22.0% | 190,106 | $9.4M |
| tru Independence LLC | 2.40% | Add +0.7% | 155,118 | $7.6M |
| Gratus Wealth Advisors, LLC | 1.14% | New | 144,542 | $7.1M |
| Atria Investments, Inc | 0.09% | Add +27.2% | 144,438 | $7.1M |
| Avestar Capital, LLC | 0.61% | Add +14.8% | 136,133 | $6.7M |
| Raymond James Financial Inc. | 0.00% | — | 128,910 | $6.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 111,315 | $5.5M |
| Oxinas Partners, LLC | 3.12% | Add +11.6% | 107,921 | $5.3M |
| Etesian Wealth Advisors, Inc. | 2.17% | Add +45.1% | 99,618 | $4.9M |
| UBS Group AG | 0.00% | Add +238.4% | 83,584 | $4.1M |
| Tempus Wealth Planning, LLC | 1.05% | New | 69,700 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +96.7% | 63,975 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 63,548 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +10.5% | 50,512 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.0% | 46,029 | $2.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.77% | Add +94.5% | 43,008 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 42,765 | $2.1M |
| Herold Advisors, Inc. | 0.44% | Add +19.1% | 41,405 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +24.4% | 37,515 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +15.3% | 37,203 | $1.8M |
| Bison Wealth, LLC | 0.20% | — | 33,516 | $1.7M |
| CLG LLC | 0.58% | — | 32,870 | $1.6M |
| RFG Advisory, LLC | 0.04% | Reduce -11.3% | 32,002 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +24.3% | 30,596 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 29,230 | $1.4M |
| L.M. Kohn & Company | 0.36% | Add +286.5% | 28,351 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +43.8% | 21,514 | $1.1M |
| Elm3 Financial Group, LLC | 0.90% | — | 21,407 | $1.1M |
| Mgo One Seven LLC | 0.04% | New | 20,248 | $997K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 18,670 | $920K |
| D.A. Davidson & Co. | 0.01% | New | 16,957 | $835K |
| TD Capital Management LLC | 0.08% | Add +2.8% | 16,597 | $818K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.8% | 15,888 | $783K |
| Drive Wealth Management, LLC | 0.19% | Add +1.9% | 15,668 | $772K |
| IHT Wealth Management, LLC | 0.02% | New | 15,292 | $753K |
| Osaic Holdings, Inc. | 0.00% | Add +4594.0% | 14,082 | $694K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.1% | 14,082 | $694K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.3% | 11,113 | $547K |
| D'Orazio & Associates, Inc. | 0.07% | Add +59.4% | 9,659 | $476K |
| Millington Financial Advisors, LLC | 0.26% | No change | 9,148 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +60.7% | 9,190 | $453K |
| Sigma Planning Corp | 0.01% | New | 8,713 | $429K |
| Tableaux LLC | 0.35% | — | 8,625 | $425K |
| Brown Advisory Inc. | 0.00% | No change | 8,526 | $420K |
| Bravias Capital Group, LLC | 0.32% | — | 7,827 | $392K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.2% | 7,462 | $368K |
| Avantax Advisory Services, Inc. | 0.00% | Add +37.3% | 7,352 | $362K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.0% | 6,573 | $324K |
| Stifel Financial Corp. | 0.00% | Reduce -78.9% | 6,259 | $308K |
| Lodestar Private Asset Management LLC | 0.04% | Add +35.3% | 5,997 | $295K |
| NewEdge Advisors, LLC | 0.00% | New | 5,222 | $257K |
| Cwm, LLC | 0.00% | Add +6.0% | 5,204 | $256K |
| Park Avenue Securities LLC | 0.00% | New | 5,154 | $254K |
| Royal Harbor Partners, LLC | 0.09% | New | 4,832 | $238K |
| Farrell Financial LLC | 0.17% | New | 4,819 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.9% | 4,701 | $232K |
| Beacon Financial Advisory LLC | 0.07% | Add +0.1% | 4,556 | $224K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.6% | 4,538 | $224K |
| CoreCap Advisors, LLC | 0.01% | Add +76.9% | 4,513 | $222K |
| KPP Advisory Services LLC | 0.05% | New | 4,413 | $217K |
| Gateway Wealth Partners, LLC | 0.05% | New | 4,276 | $211K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.4% | 3,213 | $158K |
| Founders Financial Alliance, LLC | 0.04% | Add +821.0% | 2,634 | $130K |
| Jones Financial Companies LLLP | 0.00% | New | 1,962 | $97K |
| Tucker Asset Management LLC | 0.02% | No change | 1,681 | $83K |
| BlackRock, Inc. | 0.00% | New | 1,624 | $80K |
| Private Trust Co. NA | 0.01% | New | 1,438 | $71K |
| Runnymede Capital Advisors, Inc. | 0.06% | — | 1,321 | $65K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,127 | $56K |
| FMR LLC | 0.00% | Add +39.9% | 834 | $41K |
| Bank of Montreal | 0.00% | Add +11.4% | 400 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $14K |
| Covestor Ltd | 0.01% | Reduce -2.6% | 221 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 125 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 110 | $5K |
| Lanark Financial, Inc. | 0.19% | — | 42 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -95.5% | 33 | $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.