Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US QUALITY GROW
-
Total 13F shares
-
6,957,883
-
Share change
-
+4,896,933
-
Total reported value
-
$285,992,349
-
Price per share
-
$41.10
-
Number of holders
-
48
-
Value change
-
+$201,503,294
-
Number of buys
-
43
-
Number of sells
-
7
Institutional Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - US QUALITY GROW (QGRW) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,957,883 shares.
The largest 10 holders included
TRUST POINT INC., RVW Wealth, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Legacy Financial Advisors, Inc., Prestige Wealth Management Group LLC, Private Advisor Group, LLC, Kestra Advisory Services, LLC, tru Independence LLC, and Smartleaf Asset Management LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.