Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US QUALITY GROW
-
Number of holders
-
76
-
Total 13F shares, excl. options
-
9,040,452
-
Shares change
-
+1,077,735
-
Total reported value, excl. options
-
$412,507,974
-
Value change
-
+$49,237,179
-
Number of buys
-
60
-
Number of sells
-
-12
-
Price
-
$45.62
Significant Holders of WISDOMTREE TR - US QUALITY GROW (QGRW) as of Q3 2024
78 filings reported holding QGRW - WISDOMTREE TR - US QUALITY GROW as of Q3 2024.
WISDOMTREE TR - US QUALITY GROW (QGRW) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,040,452 shares
.
Largest 10 shareholders include TRUST POINT INC. (3,014,247 shares), RVW Wealth, LLC (1,126,151 shares), LPL Financial LLC (744,608 shares), BANK OF AMERICA CORP /DE/ (619,332 shares), Prestige Wealth Management Group LLC (430,608 shares), Private Advisor Group, LLC (398,023 shares), Legacy Financial Advisors, Inc. (377,332 shares), Smartleaf Asset Management LLC (199,837 shares), Kestra Advisory Services, LLC (193,087 shares), and Insight Advisors, LLC/ PA (167,118 shares).
This table shows the top 76 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.