Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

78 institutional holders +17 vs Q2 2024
9,051,4179.1m shares reported held*
$413.0mreported value*
18 new 42 added 11 reduced 1 sold out net bought ≈ $49.7m (+1.1m 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 ≈ $45.63.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 3Q1 23: 3Q2 23: 8Q3 23: 10Q4 23: 24Q1 24: 48Q2 24: 61Q3 24: 7878Q4 22Q2 23Q4 23Q2 24Q3 24
Numbers
QuarterHolders
Q4 20223
Q1 20233
Q2 20238
Q3 202310
Q4 202324
Q1 202448
Q2 202461
Q3 202478

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 2 bought or addedQ1 23: 1 cut or sold outQ1 23Q2 23: 6 bought or addedQ2 23: 1 cut or sold outQ3 23: 7 bought or addedQ3 23: 3 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 3 cut or sold outQ1 24: 41 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 48 bought or addedQ2 24: 12 cut or sold outQ3 24: 60 bought or addedQ3 24: 12 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q1 202321
Q2 202361
Q3 202373
Q4 2023193
Q1 2024417
Q2 20244812
Q3 20246012

Biggest buyers

RVW Wealth, LLC Added +137,210+137.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +106,627+106.6k
Smartleaf Asset Management LLC Added +78,640+78.6k
MORGAN STANLEY Added +69,462+69.5k
Kestra Advisory Services, LLC Added +59,358+59.4k
Atria Investments, Inc Added +58,912+58.9k
Etesian Wealth Advisors, Inc. Added +52,538+52.5k
LPL Financial LLC Added +51,819+51.8k
Oxinas Partners, LLC Added +50,356+50.4k
RAYMOND JAMES & ASSOCIATES New +48,857+48.9k

Biggest sellers

Legacy Financial Advisors, Inc. Reduced -8,878-8.9k
Prestige Wealth Management Group LLC Reduced -8,110-8.1k
L.M. KOHN & COMPANY Reduced -6,084-6.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -5,276-5.3k
FMR LLC Reduced -699-699
Raymond James Financial Services Advisors, Inc. Reduced -669-669
US BANCORP \DE\ Sold out -381-381
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -306-306
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -208-208
Millington Financial Advisors, LLC Reduced -83-83

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUST POINT INC. 10.32% of their portfolio LA CROSSE, WI 3,014,2473.0m $137.5m $137.5m 10.32% Added +4.6k +4,585
2 RVW Wealth, LLC 4.77% of their portfolio LOS ANGELES, CA 1,126,1511.1m $51.4m $51.4m 4.77% Added +137.2k +137,210
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 744,608744.6k $34.0m $34.0m 0.02% Added +51.8k +51,819
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 619,332619.3k $28.3m $28.3m 0.00% Added +11.0k +11,019
5 Prestige Wealth Management Group LLC 4.07% of their portfolio FLEMINGTON, NJ 430,608430.6k $19.6m $19.6m 4.07% Reduced -8.1k -8,110
6 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 398,023398.0k $18.2m $18.2m 0.11% Added +37.5k +37,550
7 Legacy Financial Advisors, Inc. 2.89% of their portfolio COVINGTON, KY 377,332377.3k $17.2m $17.2m 2.89% Reduced -8.9k -8,878
8 Smartleaf Asset Management LLC 1.10% of their portfolio BOSTON, MA 199,837199.8k $9.1m $9.1m 1.10% Added +78.6k +78,640
9 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 193,087193.1k $8.8m $8.8m 0.05% Added +59.4k +59,358
10 Insight Advisors, LLC/ PA 1.33% of their portfolio Newtown, PA 167,118167.1k $7.6m $7.6m 1.33% Added +46.4k +46,383
11 GPS Wealth Strategies Group, LLC 0.95% of their portfolio CENTENNIAL, CO 155,811155.8k $7.1m $7.1m 0.95% Added +46.5k +46,454
12 tru Independence LLC 2.06% of their portfolio PORTLAND, OR 154,007154.0k $7.0m $7.0m 2.06% Added +15.1k +15,109
13 Avestar Capital, LLC 0.59% of their portfolio New York, NY 118,617118.6k $5.4m $5.4m 0.59% Added +736 +736
14 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 113,554113.6k $5.2m $5.2m 0.06% Added +58.9k +58,912
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 106,746106.7k $4.9m $4.9m 0.00% Added +106.6k +106,627
16 Oxinas Partners, LLC 2.70% of their portfolio JEFFERSONVILLE, IN 96,74096.7k $4.4m $4.4m 2.70% Added +50.4k +50,356
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 89,64789.6k $4.1m $4.1m 0.00% Added +69.5k +69,462
18 Etesian Wealth Advisors, Inc. 1.42% of their portfolio West Linn, OR 68,66568.7k $3.1m $3.1m 1.42% Added +52.5k +52,538
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 57,11357.1k $2.6m $2.6m 0.01% Added +3.1k +3,127
20 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 48,85748.9k $2.2m $2.2m 0.00% New
21 FLAGSHIP HARBOR ADVISORS, LLC 0.11% of their portfolio BOSTON, MA 45,72045.7k $2.1m $2.1m 0.11% Added +7.5k +7,485
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,90142.9k $2.0m $2.0m 0.00% Added +9.6k +9,609
23 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 41,76241.8k $1.9m $1.9m 0.00% Reduced -669 -669
24 LANARK FINANCIAL, INC. 0.15% of their portfolio BIRMINGHAM, AL 39,69439.7k $1.8m $1.8m 0.15% Added +844 +844
25 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 36,09836.1k $1.6m $1.6m 0.05% Added +805 +805
26 Herold Advisors, Inc. 0.34% of their portfolio New York, NY 34,74934.7k $1.6m $1.6m 0.34% Added +5.5k +5,517
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,83633.8k $1.5m $1.5m 0.00% Added +3.8k +3,828
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 32,52632.5k $1.5m $1.5m 0.01% Added +11.9k +11,896
29 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 32,26732.3k $1.5m $1.5m 0.03% Added +4.1k +4,104
30 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 30,14430.1k $1.4m $1.4m 0.05% New
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 29,63829.6k $1.4m $1.4m 0.00% Added +1.2k +1,249
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,65527.7k $1.3m $1.3m 0.00% Added +22.3k +22,275
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,69824.7k $1.1m $1.1m 0.00% Added +2.2k +2,161
34 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,61924.6k $1.2m $1.2m 0.01% New
35 Comprehensive Financial Consultants Institutional, Inc. 0.37% of their portfolio Bloomington, IN 22,11022.1k $1.0m $1.0m 0.37% New
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,80219.8k $903.5k $903.5k 0.00% Reduced -5.3k -5,276
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,64418.6k $851.0k $851.0k 0.00% Added +2.2k +2,250
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,73516.7k $764.0k $764.0k 0.00% New
39 TD Capital Management LLC 0.07% of their portfolio MEMPHIS, TN 16,15216.2k $736.9k $736.9k 0.07% Added +2.9k +2,892
40 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 15,45215.5k $705.0k $705.0k 0.02% Added +1.2k +1,228
41 DRIVE WEALTH MANAGEMENT, LLC 0.18% of their portfolio LEHI, UT 15,38015.4k $701.7k $701.7k 0.18% Added +10.9k +10,854
42 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,96515.0k $682.8k $682.8k 0.01% Added +9.6k +9,616
43 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 14,53714.5k $663.3k $663.3k 0.02% Added +1.9k +1,861
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,70412.7k $579.6k $579.6k 0.00% Added +1.9k +1,920
45 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,25511.3k $513.5k $513.5k 0.03% New
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,7459.7k $444.6k $444.6k 0.00% New
47 Millington Financial Advisors, LLC 0.26% of their portfolio NAPERVILLE, IL 9,1489.1k $417.4k $417.4k 0.26% Reduced -83 -83
48 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,5268.5k $389.0k $389.0k 0.00% Added +1.6k +1,594
49 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,2198.2k $375.0k $375.0k 0.00% Added +314 +314
50 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,4797.5k $341.2k $341.2k 0.02% Reduced -208 -208
51 L.M. KOHN & COMPANY 0.08% of their portfolio CINCINNATI, OH 7,3367.3k $334.7k $334.7k 0.08% Reduced -6.1k -6,084
52 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,5106.5k $297.0k $297.0k 0.01% Added +300 +300
53 D'Orazio & Associates, Inc. 0.04% of their portfolio VIENNA, VA 6,0616.1k $276.5k $276.5k 0.04% Unchanged
54 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 5,9786.0k $272.7k $272.7k 0.00% New
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,7195.7k $260.9k $260.9k 0.00% Reduced -306 -306
56 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 5,3545.4k $244.3k $244.3k 0.00% Added +354 +354
57 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 5,0405.0k $229.9k $229.9k 0.03% Added +55 +55
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,9084.9k $224.0k $224.0k 0.00% New
59 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,6574.7k $212.5k $212.5k 0.00% New
60 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 4,6134.6k $210.5k $210.5k 0.01% Reduced -7 -7
61 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 4,5534.6k $207.7k $207.7k 0.07% Unchanged
62 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 4,4334.4k $202.3k $202.3k 0.03% New
63 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 2,5512.6k $116.4k $116.4k 0.01% Added +375 +375
64 TUCKER ASSET MANAGEMENT LLC 0.02% of their portfolio LITTLETON, CO 1,6811.7k $76.7k $76.7k 0.02% Unchanged
65 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,1271.1k $51.4k $51.4k 0.00% New
66 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 732732 $33.4k $33.4k 0.00% New
67 FMR LLC 0.00% of their portfolio BOSTON, MA 596596 $27.2k $27.2k 0.00% Reduced -699 -699
68 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 359359 $16.3k $16.3k 0.00% Unchanged
69 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 318318 $14.5k $14.5k 0.00% New
70 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 318318 $14.5k $14.5k 0.00% New
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 300300 $13.7k $13.7k 0.00% Unchanged
72 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 286286 $13.0k $13.0k 0.00% Added +281 +281
73 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 280280 $12.8k $12.8k 0.00% Unchanged
74 Covestor Ltd 0.01% of their portfolio LONDON, X0 227227 $10.0k $10.0k 0.01% Reduced -29 -29
75 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 125125 $5.7k $5.7k 0.00% New
76 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 8989 $4.1k $4.1k 0.00% New
77 Ascentis Independent Advisors 0.00% of their portfolio DALLAS, TX 66 $273 $273 0.00% New
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged