Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / US QUALITY GROW
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Number of holders
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88
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Total 13F shares, excl. options
-
10.9M
-
Shares change
-
+1.76M
-
Total reported value, excl. options
-
$539M
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Value change
-
+$87.2M
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Number of buys
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62
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Number of sells
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-25
-
Price
-
$49.26
Significant Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q4 2024
100 filings reported holding QGRW - WISDOMTREE TR - US QUALITY GROW as of Q4 2024.
WISDOMTREE TR - US QUALITY GROW (QGRW) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.9M shares
.
Largest 10 shareholders include TRUST POINT INC. (3.02M shares), LPL Financial LLC (1.26M shares), RVW Wealth, LLC (1.18M shares), BANK OF AMERICA CORP /DE/ (625K shares), Private Advisor Group, LLC (463K shares), Prestige Wealth Management Group LLC (426K shares), Legacy Financial Advisors, Inc. (357K shares), COLUMBIA ADVISORY PARTNERS LLC (266K shares), MORGAN STANLEY (211K shares), and Kestra Advisory Services, LLC (209K shares).
This table shows the top 88 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.