Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US QUALITY GROW
-
Total 13F shares
-
15,799,939
-
Share change
-
+4,865,835
-
Total reported value
-
$693,625,873
-
Price per share
-
$43.90
-
Number of holders
-
95
-
Value change
-
+$212,453,410
-
Number of buys
-
67
-
Number of sells
-
29
Institutional Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US QUALITY GROW (QGRW) was held by
95 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,799,939 shares.
The largest 10 holders included
Retirement Planning Group, LLC, TRUST POINT INC., LPL Financial LLC, RVW Wealth, LLC, BANK OF AMERICA CORP /DE/, Private Advisor Group, LLC, Prestige Wealth Management Group LLC, Legacy Financial Advisors, Inc., MORGAN STANLEY, and COLUMBIA ADVISORY PARTNERS LLC.
This page lists
97
institutional shareholders reporting positions in this security
for the Q1 2025 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.