QGRW Institutional Ownership
WisdomTree U.S. Quality Growth Fund
1W: +0.6%
1M: +4.3%
3M: +5.6%
YTD: +18.4%
1Y: +20.7%
3Y: +121.8%
$69.54
+0.63 (+0.91%)
Weekly Expected Move ±2.0%
$67
$68
$70
$71
$72
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QGRW
177
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
28
New Positions
92
Increased
40
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (186 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,836,523 | $336M | +1,385,194 | +40.1% | 12Q | SEC ↗ |
| 2 | Retirement Planning Group, LLC | 4,540,625 | $316M | +209,753 | +4.8% | 6Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,143,846 | $219M | +300,181 | +10.6% | 10Q | SEC ↗ |
| 4 | TRUST POINT INC. | 2,477,989 | $172M | -32,029 | -1.3% | 10Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,136,892 | $149M | +97,517 | +4.8% | 10Q | SEC ↗ |
| 6 | Empirical Financial Services, LLC d.b. | 1,160,231 | $81M | +139,185 | +13.6% | 4Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 1,113,144 | $77M | -189,116 | -14.5% | 11Q | SEC ↗ |
| 8 | RVW Wealth, LLC | 1,073,242 | $75M | +7,601 | +0.7% | 11Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 912,147 | $63M | +119,940 | +15.1% | 7Q | SEC ↗ |
| 10 | Bluespring Wealth Management, LLC NEW | 692,580 | $48M | — | +0.0% | 1Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 681,763 | $47M | +145,107 | +27.0% | 10Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 548,800 | $38M | +42,774 | +8.5% | 4Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 540,515 | $38M | -3,008,750 | -84.8% | 5Q | SEC ↗ |
| 14 | UBS Group AG | 516,476 | $36M | -10,888 | -2.1% | 13Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 475,740 | $33M | +141,991 | +42.5% | 12Q | SEC ↗ |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | 436,638 | $30M | +10,591 | +2.5% | 7Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 429,394 | $30M | +38,768 | +9.9% | 10Q | SEC ↗ |
| 18 | Quattro Advisors LLC | 363,175 | $25M | +98,364 | +37.1% | 3Q | SEC ↗ |
| 19 | Prestige Wealth Management Group LLC | 360,786 | $25M | +1,521 | +0.4% | 13Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 357,500 | $25M | +1,053 | +0.3% | 13Q | SEC ↗ |
| 21 | Ritter Daniher Financial Advisory LLC | 345,390 | $24M | +9,312 | +2.8% | 7Q | SEC ↗ |
| 22 | Legacy Financial Advisors, Inc. | 336,730 | $23M | +3,388 | +1.0% | 14Q | SEC ↗ |
| 23 | Western Wealth Management, LLC | 300,758 | $21M | +208,829 | +227.2% | 5Q | SEC ↗ |
| 24 | Etesian Wealth Advisors, Inc. | 297,728 | $21M | +2,932 | +1.0% | 9Q | SEC ↗ |
| 25 | Smartleaf Asset Management LLC | 277,406 | $19M | — | +0.0% | 10Q | SEC ↗ |
| 26 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 257,034 | $18M | +20,864 | +8.8% | 4Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 252,706 | $18M | -23,788 | -8.6% | 9Q | SEC ↗ |
| 28 | Sound Income Strategies, LLC | 237,599 | $17M | +34,549 | +17.0% | 4Q | SEC ↗ |
| 29 | RESOLUTE CAPITAL, LLC | 211,825 | $15M | -29,945 | -12.4% | 3Q | SEC ↗ |
| 30 | CWM, LLC | 207,230 | $14M | +62,801 | +43.5% | 7Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 205,987 | $14M | +201,887 | +4924.1% | 4Q | SEC ↗ |
| 32 | GLR Partners, LLC | 205,596 | $14M | +8,383 | +4.3% | 2Q | SEC ↗ |
| 33 | tru Independence LLC | 196,015 | $14M | -3,019 | -1.5% | 10Q | SEC ↗ |
| 34 | Atria Investments, Inc | 193,726 | $13M | +671 | +0.3% | 10Q | SEC ↗ |
| 35 | Oxinas Partners, LLC | 190,503 | $13M | +4,816 | +2.6% | 10Q | SEC ↗ |
| 36 | US BANCORP \DE | 181,419 | $13M | -530 | -0.3% | 2Q | SEC ↗ |
| 37 | Centurion Wealth Management LLC | 161,509 | $11M | +49,308 | +43.9% | 2Q | SEC ↗ |
| 38 | Summit Financial, LLC | 148,890 | $10M | +102,115 | +218.3% | 4Q | SEC ↗ |
| 39 | LANARK FINANCIAL, INC. | 131,120 | $9M | +22,119 | +20.3% | 10Q | SEC ↗ |
| 40 | Vericrest Private Wealth | 127,611 | $9M | +17,602 | +16.0% | 3Q | SEC ↗ |
| 41 | United Advisor Group, LLC | 95,524 | $7M | +77,049 | +417.0% | 6Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 92,301 | $6M | +2,845 | +3.2% | 15Q | SEC ↗ |
| 43 | Kingsview Wealth Management, LLC | 83,917 | $6M | +9,555 | +12.8% | 10Q | SEC ↗ |
| 44 | Sunbelt Securities, Inc. | 80,423 | $6M | -2,155 | -2.6% | 3Q | SEC ↗ |
| 45 | KPP Advisory Services LLC | 79,191 | $6M | +41,217 | +108.5% | 7Q | SEC ↗ |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 77,208 | $5M | +24,931 | +47.7% | 11Q | SEC ↗ |
| 47 | Formidable Asset Management, LLC | 76,884 | $5M | +21,934 | +39.9% | 3Q | SEC ↗ |
| 48 | Arkadios Wealth Advisors | 73,666 | $5M | +19,516 | +36.0% | 6Q | SEC ↗ |
| 49 | Avestar Capital, LLC | 73,092 | $5M | -269 | -0.4% | 9Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 70,842 | $5M | +6,648 | +10.4% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 692,580 | $48M |
| Global Retirement Partners, LLC | 61,097 | $4M |
| FLAGSHIP WEALTH ADVISORS, LLC | 34,092 | $2M |
| Sigma Planning Corp | 24,578 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 24,124 | $2M |
| HRT FINANCIAL LP | 17,837 | $1M |
| GK Wealth Management LLC | 17,075 | $1M |
| GTS SECURITIES LLC | 10,254 | $713K |
| COMMERCE BANK | 7,560 | $526K |
| Quantinno Capital Management LP | 5,902 | $410K |
| Team Financial Group, LLC | 4,636 | $322K |
| AQR CAPITAL MANAGEMENT LLC | 4,031 | $280K |
| UHLMANN PRICE SECURITIES, LLC | 3,558 | $247K |
| J.W. COLE ADVISORS, INC. | 3,551 | $247K |
| Maia Wealth LLC | 3,176 | $221K |
| Orgel Wealth Management, LLC | 3,156 | $219K |
| Lantern Wealth Advisors, LLC | 3,147 | $219K |
| WEDBUSH SECURITIES INC | 3,030 | $211K |
| Tower Research Capital LLC (TRC) | 2,830 | $197K |
| Markowski Investments | 1,534 | $107K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 18,115 | $1M |
| JANE STREET GROUP, LLC | 15,334 | $1M |
| MML INVESTORS SERVICES, LLC | 12,226 | $850K |
| Insight Advisors, LLC/ PA | 7,992 | $556K |
| SHRIER WEALTH MANAGEMENT, LLC | 4,614 | $321K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4,507 | $313K |
| Royal Harbor Partners, LLC | 4,050 | $282K |
| Foundations Investment Advisors, LL | 3,804 | $265K |
| AIRE ADVISORS, LLC | 3,781 | $263K |
| Farther Finance Advisors, LLC | 1,279 | $89K |
| MAI Capital Management | 983 | $68K |
| CENTRAL TRUST Co | 699 | $49K |
| Waverly Advisors, LLC | 548 | $38K |
| BANK OF MONTREAL /CAN | 400 | $28K |
| Destiny Wealth Partners, LLC | 129 | $9K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 108 | $8K |
| Key Capital Management, INC | 30 | $2K |
| OPTIMA CAPITAL LLC | 26 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,385,194 | +40.1% | 4,836,523 |
| MORGAN STANLEY | +300,181 | +10.6% | 3,143,846 |
| Retirement Planning Group, LLC | +209,753 | +4.8% | 4,540,625 |
| Western Wealth Management, LLC | +208,829 | +227.2% | 300,758 |
| Janney Montgomery Scott LLC | +201,887 | +4924.1% | 205,987 |
| ENVESTNET ASSET MANAGEMENT INC | +145,107 | +27.0% | 681,763 |
| Kestra Advisory Services, LLC | +141,991 | +42.5% | 475,740 |
| Empirical Financial Services, LLC d | +139,185 | +13.6% | 1,160,231 |
| RAYMOND JAMES FINANCIAL INC | +119,940 | +15.1% | 912,147 |
| Summit Financial, LLC | +102,115 | +218.3% | 148,890 |
| Quattro Advisors LLC | +98,364 | +37.1% | 363,175 |
| BANK OF AMERICA CORP /DE | +97,517 | +4.8% | 2,136,892 |
| United Advisor Group, LLC | +77,049 | +417.0% | 95,524 |
| CWM, LLC | +62,801 | +43.5% | 207,230 |
| Centurion Wealth Management LLC | +49,308 | +43.9% | 161,509 |
| Rockefeller Capital Management L.P. | +42,774 | +8.5% | 548,800 |
| KPP Advisory Services LLC | +41,217 | +108.5% | 79,191 |
| Cetera Investment Advisers | +38,768 | +9.9% | 429,394 |
| Steward Partners Investment Advisor | +38,386 | +467.0% | 46,606 |
| Sound Income Strategies, LLC | +34,549 | +17.0% | 237,599 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | -3,008,750 | -84.8% | 540,515 |
| Private Advisor Group, LLC | -189,116 | -14.5% | 1,113,144 |
| TRUST POINT INC. | -32,029 | -1.3% | 2,477,989 |
| RESOLUTE CAPITAL, LLC | -29,945 | -12.4% | 211,825 |
| AMERIPRISE FINANCIAL INC | -24,530 | -58.2% | 17,616 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -23,788 | -8.6% | 252,706 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -23,268 | -57.1% | 17,479 |
| UBS Group AG | -10,888 | -2.1% | 516,476 |
| Gateway Wealth Partners, LLC | -10,114 | -45.5% | 12,134 |
| MGO ONE SEVEN LLC | -6,831 | -10.2% | 59,895 |
| Paragon Capital Management Ltd | -3,637 | -47.6% | 4,005 |
| tru Independence LLC | -3,019 | -1.5% | 196,015 |
| Gladstone Institutional Advisory LL | -3,019 | -10.8% | 24,889 |
| Sunbelt Securities, Inc. | -2,155 | -2.6% | 80,423 |
| Soltis Investment Advisors LLC | -1,530 | -23.0% | 5,133 |
| CreativeOne Wealth, LLC | -1,047 | -5.0% | 19,941 |
| Colonial River Investments, LLC | -880 | -16.9% | 4,325 |
| Enclave Advisors LLC | -830 | -20.8% | 3,164 |
| Vise Technologies, Inc. | -578 | -10.2% | 5,075 |
| US BANCORP \DE | -530 | -0.3% | 181,419 |