Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

91 institutional holders +13 vs Q3 2024
10,965,65911.0m shares reported held*
$540.4mreported value*
19 new 44 added 14 reduced 11 sold out net bought ≈ $87.2m (+1.8m 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 ≈ $49.28.

Trends to Q4 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: 78Q4 24: 9191Q4 22Q2 23Q4 23Q2 24Q4 24
Numbers
QuarterHolders
Q4 20223
Q1 20233
Q2 20238
Q3 202310
Q4 202324
Q1 202448
Q2 202461
Q3 202478
Q4 202491

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 outQ2 23: 6 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 7 bought or addedQ3 23: 3 cut or sold outQ4 23: 19 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 41 bought or addedQ1 24: 7 cut or sold outQ2 24: 48 bought or addedQ2 24: 12 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 12 cut or sold outQ4 24: 63 bought or addedQ4 24: 25 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202321
Q2 202361
Q3 202373
Q4 2023193
Q1 2024417
Q2 20244812
Q3 20246012
Q4 20246325

Biggest buyers

LPL Financial LLC Added +511,420+511.4k
COLUMBIA ADVISORY PARTNERS LLC New +265,558+265.6k
Ritter Daniher Financial Advisory LLC / DE New +202,771+202.8k
Gratus Wealth Advisors, LLC New +144,542+144.5k
MORGAN STANLEY Added +121,165+121.2k
Tempus Wealth Planning, LLC New +69,700+69.7k
Private Advisor Group, LLC Added +65,348+65.3k
UBS Group AG Added +58,886+58.9k
RVW Wealth, LLC Added +56,685+56.7k
GPS Wealth Strategies Group, LLC Added +34,295+34.3k

Biggest sellers

LANARK FINANCIAL, INC. Reduced -39,652-39.7k
JANE STREET GROUP, LLC Sold out -27,655-27.7k
STIFEL FINANCIAL CORP Reduced -23,379-23.4k
Legacy Financial Advisors, Inc. Reduced -19,922-19.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -19,802-19.8k
ROYAL BANK OF CANADA Sold out -16,735-16.7k
CITADEL ADVISORS LLC Sold out -9,745-9.7k
JPMORGAN CHASE & CO Reduced -9,491-9.5k
Dynamic Advisor Solutions LLC Sold out -6,510-6.5k
D. E. Shaw & Co., Inc. Sold out -5,978-6.0k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUST POINT INC. 10.31% of their portfolio LA CROSSE, WI 3,017,0863.0m $148.6m $148.6m 10.31% Added +2.8k +2,839
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,256,0281.3m $61.9m $61.9m 0.03% Added +511.4k +511,420
3 RVW Wealth, LLC 5.44% of their portfolio LOS ANGELES, CA 1,182,8361.2m $58.3m $58.3m 5.44% Added +56.7k +56,685
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 624,516624.5k $30.8m $30.8m 0.00% Added +5.2k +5,184
5 Private Advisor Group, LLC 0.13% of their portfolio MORRISTOWN, NJ 463,371463.4k $22.8m $22.8m 0.13% Added +65.3k +65,348
6 Prestige Wealth Management Group LLC 4.37% of their portfolio FLEMINGTON, NJ 426,150426.1k $21.0m $21.0m 4.37% Reduced -4.5k -4,458
7 Legacy Financial Advisors, Inc. 2.91% of their portfolio COVINGTON, KY 357,410357.4k $17.6m $17.6m 2.91% Reduced -19.9k -19,922
8 COLUMBIA ADVISORY PARTNERS LLC 12.17% of their portfolio SPOKANE, WA 265,558265.6k $13.1m $13.1m 12.17% New
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 210,812210.8k $10.4m $10.4m 0.00% Added +121.2k +121,165
10 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 209,217209.2k $10.3m $10.3m 0.06% Added +16.1k +16,130
11 Ritter Daniher Financial Advisory LLC / DE 2.82% of their portfolio CINCINNATI, OH 202,771202.8k $10.0m $10.0m 2.82% New
12 Smartleaf Asset Management LLC 1.02% of their portfolio BOSTON, MA 201,521201.5k $10.0m $10.0m 1.02% Added +1.7k +1,684
13 Insight Advisors, LLC/ PA 1.69% of their portfolio Newtown, PA 198,351198.4k $9.9m $9.9m 1.69% Added +31.2k +31,233
14 GPS Wealth Strategies Group, LLC 1.20% of their portfolio CENTENNIAL, CO 190,106190.1k $9.4m $9.4m 1.20% Added +34.3k +34,295
15 tru Independence LLC 2.40% of their portfolio PORTLAND, OR 155,118155.1k $7.6m $7.6m 2.40% Added +1.1k +1,111
16 Gratus Wealth Advisors, LLC 1.14% of their portfolio VIRGINIA BEACH, VA 144,542144.5k $7.1m $7.1m 1.14% New
17 Atria Investments, Inc 0.09% of their portfolio Charlotte, NC 144,438144.4k $7.1m $7.1m 0.09% Added +30.9k +30,884
18 Avestar Capital, LLC 0.61% of their portfolio New York, NY 136,133136.1k $6.7m $6.7m 0.61% Added +17.5k +17,516
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 128,910128.9k $6.4m $6.4m 0.00% First filing
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 111,315111.3k $5.5m $5.5m 0.00% Added +4.6k +4,569
21 Oxinas Partners, LLC 3.12% of their portfolio JEFFERSONVILLE, IN 107,921107.9k $5.3m $5.3m 3.12% Added +11.2k +11,181
22 Etesian Wealth Advisors, Inc. 2.17% of their portfolio West Linn, OR 99,61899.6k $4.9m $4.9m 2.17% Added +31.0k +30,953
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 83,58483.6k $4.1m $4.1m 0.00% Added +58.9k +58,886
24 Tempus Wealth Planning, LLC 1.05% of their portfolio IRVINE, CA 69,70069.7k $3.4m $3.4m 1.05% New
25 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 63,97564.0k $3.2m $3.2m 0.01% Added +31.4k +31,449
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 63,54863.5k $3.1m $3.1m 0.01% Added +6.4k +6,435
27 FLAGSHIP HARBOR ADVISORS, LLC 0.13% of their portfolio BOSTON, MA 50,51250.5k $2.5m $2.5m 0.13% Added +4.8k +4,792
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,02946.0k $2.3m $2.3m 0.00% Added +12.2k +12,193
29 Comprehensive Financial Consultants Institutional, Inc. 0.77% of their portfolio Bloomington, IN 43,00843.0k $2.1m $2.1m 0.77% Added +20.9k +20,898
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,76542.8k $2.1m $2.1m 0.00% Reduced -136 -136
31 Herold Advisors, Inc. 0.44% of their portfolio New York, NY 41,40541.4k $2.0m $2.0m 0.44% Added +6.7k +6,656
32 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 37,51537.5k $1.8m $1.8m 0.06% Added +7.4k +7,371
33 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 37,20337.2k $1.8m $1.8m 0.04% Added +4.9k +4,936
34 Bison Wealth, LLC 0.20% of their portfolio ATLANTA, GA 33,51633.5k $1.7m $1.7m 0.20% First filing
35 CLG LLC 0.58% of their portfolio Long Beach, CA 32,87032.9k $1.6m $1.6m 0.58% First filing
36 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 32,00232.0k $1.6m $1.6m 0.04% Reduced -4.1k -4,096
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 30,59630.6k $1.5m $1.5m 0.01% Added +6.0k +5,977
38 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 29,23029.2k $1.4m $1.4m 0.02% New
39 L.M. KOHN & COMPANY 0.36% of their portfolio CINCINNATI, OH 28,35128.4k $1.4m $1.4m 0.36% Added +21.0k +21,015
40 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 21,51421.5k $1.1m $1.1m 0.01% Added +6.5k +6,549
41 Elm3 Financial Group, LLC 0.90% of their portfolio ALPHARETTA, GA 21,40721.4k $1.1m $1.1m 0.90% First filing
42 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 20,24820.2k $997.4k $997.4k 0.04% New
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,67018.7k $920.0k $920.0k 0.00% Added +26 +26
44 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 16,95717.0k $835.3k $835.3k 0.01% New
45 TD Capital Management LLC 0.08% of their portfolio MEMPHIS, TN 16,59716.6k $817.6k $817.6k 0.08% Added +445 +445
46 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 15,88815.9k $782.7k $782.7k 0.02% Added +436 +436
47 DRIVE WEALTH MANAGEMENT, LLC 0.19% of their portfolio LEHI, UT 15,66815.7k $771.8k $771.8k 0.19% Added +288 +288
48 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 15,29215.3k $753.3k $753.3k 0.02% New
49 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 14,08214.1k $693.7k $693.7k 0.02% Reduced -455 -455
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,08214.1k $694.2k $694.2k 0.00% Added +13.8k +13,782
51 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,11311.1k $547.4k $547.4k 0.03% Reduced -142 -142
52 D'Orazio & Associates, Inc. 0.07% of their portfolio VIENNA, VA 9,6599.7k $475.8k $475.8k 0.07% Added +3.6k +3,598
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,1909.2k $452.7k $452.7k 0.00% Added +3.5k +3,471
54 Millington Financial Advisors, LLC 0.26% of their portfolio NAPERVILLE, IL 9,1489.1k $454.1k $454.1k 0.26% Unchanged
55 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 8,7138.7k $429.2k $429.2k 0.01% New
56 TABLEAUX LLC 0.35% of their portfolio STOCKBRIDGE, MA 8,6258.6k $424.9k $424.9k 0.35% First filing
57 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,5268.5k $420.0k $420.0k 0.00% Unchanged
58 Bravias Capital Group, LLC 0.32% of their portfolio ISELIN, NJ 7,8277.8k $392.2k $392.2k 0.32% First filing
59 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,4627.5k $367.6k $367.6k 0.02% Reduced -17 -17
60 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,3527.4k $362.2k $362.2k 0.00% Added +2.0k +1,998
61 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,5736.6k $323.8k $323.8k 0.00% Reduced -1.6k -1,646
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,2596.3k $308.3k $308.3k 0.00% Reduced -23.4k -23,379
63 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.04% of their portfolio ALAMO, CA 5,9976.0k $295.4k $295.4k 0.04% Added +1.6k +1,564
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,2225.2k $257.2k $257.2k 0.00% New
65 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,2045.2k $256.0k $256.0k 0.00% Added +296 +296
66 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 5,1545.2k $254.0k $254.0k 0.00% New
67 Royal Harbor Partners, LLC 0.09% of their portfolio HOUSTON, TX 4,8324.8k $238.0k $238.0k 0.09% New
68 Farrell Financial LLC 0.17% of their portfolio ORCHARD PARK, NY 4,8194.8k $237.4k $237.4k 0.17% New
69 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,7014.7k $231.6k $231.6k 0.00% Added +44 +44
70 Beacon Financial Advisory LLC 0.07% of their portfolio CLEVELAND, OH 4,5564.6k $224.4k $224.4k 0.07% Added +3 +3
71 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 4,5384.5k $223.5k $223.5k 0.01% Reduced -75 -75
72 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,5134.5k $222.3k $222.3k 0.01% Added +2.0k +1,962
73 KPP Advisory Services LLC 0.05% of their portfolio Louisville, KY 4,4134.4k $217.4k $217.4k 0.05% New
74 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 4,2764.3k $210.6k $210.6k 0.05% New
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,2133.2k $158.3k $158.3k 0.00% Reduced -9.5k -9,491
76 Founders Financial Alliance, LLC 0.04% of their portfolio RALEIGH, NC 2,6342.6k $129.8k $129.8k 0.04% Added +2.3k +2,348
77 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,9622.0k $96.6k $96.6k 0.00% New
78 TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio LITTLETON, CO 1,6811.7k $82.8k $82.8k 0.01% Unchanged
79 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,6241.6k $80.0k $80.0k 0.00% New
80 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,4381.4k $70.8k $70.8k 0.01% New
81 Runnymede Capital Advisors, Inc. 0.06% of their portfolio DUBLIN, OH 1,3211.3k $65.1k $65.1k 0.06% First filing
82 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,1271.1k $55.5k $55.5k 0.00% Unchanged
83 FMR LLC 0.00% of their portfolio BOSTON, MA 834834 $41.1k $41.1k 0.00% Added +238 +238
84 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 400400 $19.7k $19.7k 0.00% Added +41 +41
85 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 280280 $13.8k $13.8k 0.00% Unchanged
86 Covestor Ltd 0.01% of their portfolio LONDON, X0 221221 $11.0k $11.0k 0.01% Reduced -6 -6
87 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 125125 $6.2k $6.2k 0.00% Unchanged
88 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 110110 $5.4k $5.4k 0.00% New
89 LANARK FINANCIAL, INC. 0.19% of their portfolio BIRMINGHAM, AL 4242 $2.1k $2.1k 0.19% Reduced -39.7k -39,652
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3333 $1.6k $1.6k 0.00% Reduced -699 -699
91 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged