Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdomtree Us Quality Growth Fund (QGRW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    13
Total shares held : 
 2,061,139  
% of shares held : 
 22.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 848,736  
% of shares held change : 
   9.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 681,910
 33.08%
 
Increased Positions :
5
 211,809
 10.28%
 
Unchanged Positions :
1
 8,123
 0.39%
 
Decreased Positions :
3
-44,983
-2.18%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RVW Wealth LLC 9 - 2024-03-31 714,683 $29,373,000 131,583
   LPL FINANCIAL CORP 917 - 2024-03-31 522,169 $21,461,000 318,452
   Private Advisor Group LLC 302 - 2024-03-31 211,567 $8,695,000 204,874
   Kestra Advisory Services LLC 479 - 2024-03-31 138,365 $5,687,000 20,058
   FINANCIAL NETWORK 1163 - 2024-03-31 36,864 $1,515,000 4,748
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1880 - 2024-03-31 32,225 $1,324,000 1,032
   GPS Wealth Strategies Group LLC 89 - 2024-03-31 29,385 $1,208,000 29,325
   COMMONWEALTH EQUITY SERVICES LLC. 2126 - 2024-03-31 27,585 $1,134,000 9,672
   UBS Group AG 3745 - 2024-03-31 18,445 $758,000 16,943
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1919 - 2024-03-31 18,364 $755,000 657
   Herold Advisors Inc. 156 - 2024-03-31 14,512 $596,000 8,541
   MULTIFINANCIAL SECURITIES CORP 1720 - 2024-03-31 10,054 $413,000 1,209
   Millington Financial Advisors LLC 59 - 2024-03-31 9,296 $382,000 1,173
   Dynamic Advisors Solutions LLC 805 - 2024-03-31 6,035 $248,000 225
   Advisor Group Holdings Inc. 5040 - 2024-03-31 700 $29,000 400
   FMR LLC 4416 - 2024-03-31 104 $4,000 103
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us