Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US QUALITY GROW
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
30,004
-
Shares change
-
+583
-
Total reported value, excl. options
-
$852,000
-
Value change
-
+$96,294
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$28.40
Significant Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q1 2023
3 filings reported holding QGRW - WISDOMTREE TR - US QUALITY GROW as of Q1 2023.
WISDOMTREE TR - US QUALITY GROW (QGRW) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30,004 shares
.
Largest 3 shareholders include Legacy Financial Advisors, Inc. (16,098 shares), Cambridge Investment Research Advisors, Inc. (13,906 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 2 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.