Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / US QUALITY GROW
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Number of holders
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59
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Total 13F shares, excl. options
-
7.92M
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Shares change
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+978K
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Total reported value, excl. options
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$355M
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Value change
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+$43.9M
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Number of buys
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46
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Number of sells
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-12
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Price
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$44.83
Significant Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q2 2024
61 filings reported holding QGRW - WISDOMTREE TR - US QUALITY GROW as of Q2 2024.
WISDOMTREE TR - US QUALITY GROW (QGRW) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.92M shares
.
Largest 10 shareholders include TRUST POINT INC. (3.01M shares), RVW Wealth, LLC (989K shares), LPL Financial LLC (693K shares), BANK OF AMERICA CORP /DE/ (608K shares), Prestige Wealth Management Group LLC (439K shares), Legacy Financial Advisors, Inc. (386K shares), Private Advisor Group, LLC (360K shares), tru Independence LLC (139K shares), Kestra Advisory Services, LLC (134K shares), and Smartleaf Asset Management LLC (121K shares).
This table shows the top 59 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.