Who Owns QGRW?
WisdomTree U.S. Quality Growth Fund — Institutional Ownership & 13F Holdings
$61.08
-1.01 (-1.63%)
Market Cap
$1.7B
Shares Outstanding
33,866,318
Institutional Holders
96
Total Inst. Value
$597.9M
% of Float Held
—
QoQ Holder Change
+62
Institutional data as of Q1 2025
New Positions
33
Closed Positions
11
Increased
40
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Retirement Planning Group, LLCNew | $146.7M | 3,341,641 |
| 2 | Trust Point Inc. | $130.6M | 2,974,123 |
| 3 | RVW Wealth, LLC | $54.1M | 1,231,692 |
| 4 | BANK OF AMERICA CORP /DE/ | $26.2M | 596,796 |
| 5 | Private Advisor Group, LLC | $23.5M | 534,555 |
| 6 | Prestige Wealth Management Group LLC | $16.8M | 383,025 |
| 7 | Legacy Financial Advisors, Inc. | $15.6M | 355,696 |
| 8 | MORGAN STANLEY | $13.7M | 312,609 |
| 9 | COLUMBIA ADVISORY PARTNERS LLCNew | $13.7M | 311,564 |
| 10 | Ritter Daniher Financial Advisory LLC / DE | $13.6M | 310,863 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Retirement Planning Group, LLCNew | +3.3M | $146.7M |
| RVW Wealth, LLC | +49K | $54.1M |
| Private Advisor Group, LLC | +71K | $23.5M |
| MORGAN STANLEY | +102K | $13.7M |
| COLUMBIA ADVISORY PARTNERS LLCNew | +312K | $13.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Prestige Wealth Management Group LLC | -43K | $16.8M |
| Trust Point Inc. | -43K | $130.6M |
| BANK OF AMERICA CORP /DE/ | -28K | $26.2M |
| Avestar Capital, LLC | -25K | $4.9M |
| CreativeOne Wealth, LLC | -10K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold QGRW?
As of Q1 2025, 96 institutional investors report holding QGRW (WisdomTree U.S. Quality Growth Fund) in their 13F filings.
Which hedge fund owns the most QGRW?
The largest institutional holder of QGRW is Retirement Planning Group, LLC with $146.7M in shares.
Are institutions buying or selling QGRW?
This quarter, 33 institutions opened new positions in QGRW and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.