Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US QUALITY GROW
-
Total 13F shares
-
2,061,419
-
Share change
-
+849,016
-
Total reported value
-
$75,400,653
-
Price per share
-
$36.58
-
Number of holders
-
23
-
Value change
-
+$31,050,835
-
Number of buys
-
19
-
Number of sells
-
3
Institutional Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US QUALITY GROW (QGRW) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,061,419 shares.
The largest 10 holders included
RVW Wealth, LLC, Legacy Financial Advisors, Inc., Prestige Wealth Management Group LLC, LPL Financial LLC, Kestra Advisory Services, LLC, Cetera Advisor Networks LLC, Raymond James Financial Services Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., and My Legacy Advisors, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2023 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.