Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

61 institutional holders +13 vs Q1 2024
7,962,4398.0m shares reported held*
$357.0mreported value*
15 new 33 added 10 reduced 2 sold out net bought ≈ $45.0m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $44.83.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q4 22: 3Q1 23: 3Q2 23: 8Q3 23: 10Q4 23: 24Q1 24: 48Q2 24: 6161Q4 22Q2 23Q4 23Q2 24
Numbers
QuarterHolders
Q4 20223
Q1 20233
Q2 20238
Q3 202310
Q4 202324
Q1 202448
Q2 202461

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q1 23: 2 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 6 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 7 bought or addedQ3 23: 3 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 41 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 48 bought or addedQ2 24: 12 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q1 202321
Q2 202361
Q3 202373
Q4 2023193
Q1 2024417
Q2 20244812

Biggest buyers

RVW Wealth, LLC Added +274,258+274.3k
LPL Financial LLC Added +170,620+170.6k
Private Advisor Group, LLC Added +148,906+148.9k
Avestar Capital, LLC New +117,881+117.9k
GPS Wealth Strategies Group, LLC Added +79,972+80.0k
Insight Advisors, LLC/ PA Added +49,024+49.0k
STIFEL FINANCIAL CORP New +28,389+28.4k
FLAGSHIP HARBOR ADVISORS, LLC Added +27,278+27.3k
Atria Investments, Inc Added +26,704+26.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +25,078+25.1k

Biggest sellers

Legacy Financial Advisors, Inc. Reduced -74,120-74.1k
Prestige Wealth Management Group LLC Reduced -17,761-17.8k
TRUST POINT INC. Reduced -13,815-13.8k
JPMORGAN CHASE & CO Reduced -11,788-11.8k
OLD MISSION CAPITAL LLC Sold out -11,021-11.0k
My Legacy Advisors, LLC Sold out -10,981-11.0k
JANE STREET GROUP, LLC Reduced -8,980-9.0k
Kestra Advisory Services, LLC Reduced -4,636-4.6k
OSAIC HOLDINGS, INC. Reduced -400-400
US BANCORP \DE\ Reduced -383-383

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUST POINT INC. 10.82% of their portfolio LA CROSSE, WI 3,009,6623.0m $134.9m $134.9m 10.82% Reduced -13.8k -13,815
2 RVW Wealth, LLC 4.42% of their portfolio LOS ANGELES, CA 988,941988.9k $44.3m $44.3m 4.42% Added +274.3k +274,258
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 692,789692.8k $31.1m $31.1m 0.02% Added +170.6k +170,620
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 608,313608.3k $27.3m $27.3m 0.00% Added +12.7k +12,747
5 Prestige Wealth Management Group LLC 4.25% of their portfolio FLEMINGTON, NJ 438,718438.7k $19.7m $19.7m 4.25% Reduced -17.8k -17,761
6 Legacy Financial Advisors, Inc. 3.08% of their portfolio COVINGTON, KY 386,210386.2k $17.3m $17.3m 3.08% Reduced -74.1k -74,120
7 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 360,473360.5k $16.2m $16.2m 0.11% Added +148.9k +148,906
8 tru Independence LLC 1.88% of their portfolio PORTLAND, OR 138,898138.9k $6.2m $6.2m 1.88% Added +8.8k +8,834
9 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 133,729133.7k $6.0m $6.0m 0.03% Reduced -4.6k -4,636
10 Smartleaf Asset Management LLC 0.90% of their portfolio BOSTON, MA 121,197121.2k $5.5m $5.5m 0.90% Added +116 +116
11 Insight Advisors, LLC/ PA 0.99% of their portfolio Newtown, PA 120,735120.7k $5.4m $5.4m 0.99% Added +49.0k +49,024
12 Avestar Capital, LLC 0.58% of their portfolio New York, NY 117,881117.9k $5.3m $5.3m 0.58% New
13 GPS Wealth Strategies Group, LLC 0.74% of their portfolio CENTENNIAL, CO 109,357109.4k $4.9m $4.9m 0.74% Added +80.0k +79,972
14 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 54,64254.6k $2.4m $2.4m 0.03% Added +26.7k +26,704
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 53,98654.0k $2.4m $2.4m 0.01% Added +5.3k +5,339
16 Oxinas Partners, LLC 1.38% of their portfolio JEFFERSONVILLE, IN 46,38446.4k $2.1m $2.1m 1.38% Added +23.3k +23,272
17 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 42,43142.4k $1.9m $1.9m 0.00% Added +10.2k +10,206
18 LANARK FINANCIAL, INC. 0.16% of their portfolio BIRMINGHAM, AL 38,85038.9k $1.7m $1.7m 0.16% Added +4.7k +4,743
19 FLAGSHIP HARBOR ADVISORS, LLC 0.10% of their portfolio BOSTON, MA 38,23538.2k $1.7m $1.7m 0.10% Added +27.3k +27,278
20 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 35,29335.3k $1.6m $1.6m 0.05% Added +2.4k +2,390
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,29233.3k $1.5m $1.5m 0.00% Added +1.9k +1,935
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,00830.0k $1.3m $1.3m 0.00% Added +2.4k +2,423
23 Herold Advisors, Inc. 0.30% of their portfolio New York, NY 29,23229.2k $1.3m $1.3m 0.30% Added +14.7k +14,720
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,38928.4k $1.3m $1.3m 0.00% New
25 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 28,16328.2k $1.3m $1.3m 0.03% Added +10.2k +10,229
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,07825.1k $1.1m $1.1m 0.00% New
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,53722.5k $1.0m $1.0m 0.00% Added +4.1k +4,092
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,63020.6k $925.0k $925.0k 0.00% Added +2.3k +2,266
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 20,18520.2k $904.9k $904.9k 0.00% Added +20.0k +20,038
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,39416.4k $735.0k $735.0k 0.00% Added +2.8k +2,796
31 Etesian Wealth Advisors, Inc. 0.41% of their portfolio West Linn, OR 16,12716.1k $723.0k $723.0k 0.41% New
32 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 14,22414.2k $637.7k $637.7k 0.02% Added +7.4k +7,401
33 L.M. KOHN & COMPANY 0.16% of their portfolio CINCINNATI, OH 13,42013.4k $601.6k $601.6k 0.16% Added +8.3k +8,311
34 TD Capital Management LLC 0.06% of their portfolio MEMPHIS, TN 13,26013.3k $594.4k $594.4k 0.06% Added +2.9k +2,887
35 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 12,67612.7k $568.3k $568.3k 0.02% Added +3.4k +3,405
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,78410.8k $483.4k $483.4k 0.00% Reduced -11.8k -11,788
37 Millington Financial Advisors, LLC 0.29% of their portfolio NAPERVILLE, IL 9,2319.2k $413.8k $413.8k 0.29% Reduced -65 -65
38 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,9057.9k $354.4k $354.4k 0.00% Added +850 +850
39 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,6877.7k $344.6k $344.6k 0.02% Reduced -222 -222
40 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 6,9326.9k $310.8k $310.8k 0.00% New
41 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,2106.2k $278.4k $278.4k 0.01% Added +175 +175
42 D'Orazio & Associates, Inc. 0.04% of their portfolio VIENNA, VA 6,0616.1k $271.7k $271.7k 0.04% Added +30 +30
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,0256.0k $270.1k $270.1k 0.00% New
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,3805.4k $241.2k $241.2k 0.00% Reduced -9.0k -8,980
45 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,3495.3k $239.8k $239.8k 0.00% New
46 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,0005.0k $224.2k $224.2k 0.00% New
47 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 4,9855.0k $223.5k $223.5k 0.03% New
48 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 4,6204.6k $207.1k $207.1k 0.01% New
49 Beacon Financial Advisory LLC 0.08% of their portfolio CLEVELAND, OH 4,5534.6k $204.1k $204.1k 0.08% New
50 DRIVE WEALTH MANAGEMENT, LLC 0.05% of their portfolio LEHI, UT 4,5264.5k $202.9k $202.9k 0.05% New
51 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 2,1762.2k $97.5k $97.5k 0.01% Added +462 +462
52 TUCKER ASSET MANAGEMENT LLC 0.02% of their portfolio LITTLETON, CO 1,6811.7k $75.4k $75.4k 0.02% Unchanged
53 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2951.3k $58.1k $58.1k 0.00% Added +1.2k +1,191
54 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 381381 $17.1k $17.1k 0.00% Reduced -383 -383
55 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 359359 $16.2k $16.2k 0.00% New
56 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 300300 $13.4k $13.4k 0.00% Reduced -400 -400
57 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 280280 $12.6k $12.6k 0.00% Unchanged
58 Covestor Ltd 0.01% of their portfolio LONDON, X0 256256 $11.0k $11.0k 0.01% Added +66 +66
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 119119 $5.3k $5.3k 0.00% New
60 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 55 $224 $224 0.00% New
61 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged