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Get Institutions for : 
Wisdomtree Us Quality Growth Fund (QGRW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TRUST POINT INC. 3 *New 2024-03-31 3,023,477 $124,265,000 3,023,477
   RVW Wealth LLC 9 - 2024-03-31 714,683 $29,373,000 131,583
   BANK OF AMERICA CORP /DE/ 1767 *New 2024-03-31 595,566 $24,478,000 595,566
   LPL FINANCIAL CORP 917 - 2024-03-31 522,169 $21,461,000 318,452
   Legacy Financial Advisors Inc. 5 - 2024-03-31 460,330 $18,920,000 -48,710
   Prestige Wealth Management Group LLC 7 - 2024-03-31 456,479 $18,761,000 -32,861
   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
   tru Independence LLC 28 *New 2024-03-31 130,064 $5,346,000 130,064
   Smartleaf Asset Management LLC 14 *New 2024-03-31 121,081 $4,451,000 121,081
   Insight Advisors LLC/ PA 28 *New 2024-03-31 71,711 $2,947,000 71,711
   FINANCIAL NETWORK 1163 - 2024-03-31 36,864 $1,515,000 4,748
   NBC SECURITIES INC. 162 *New 2024-03-31 34,107 $1,411,000 34,107
   RFG Advisory Group LLC 295 *New 2024-03-31 32,903 $1,352,000 32,903
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1880 - 2024-03-31 32,225 $1,324,000 1,032
   ENVESTNET ASSET MANAGEMENT INC 2838 *New 2024-03-31 31,357 $1,289,000 31,357
   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
   Oxinas Partners Wealth Management LLC 41 *New 2024-03-31 23,112 $950,000 23,112
   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
   Kingsview Wealth Management LLC 572 *New 2024-03-31 17,934 $737,000 17,934
   Herold Advisors Inc. 156 - 2024-03-31 14,512 $596,000 8,541
   JANE STREET GROUP LLC 3670 *New 2024-03-31 14,360 $590,000 14,360
   MML INVESTORS SERVICES LLC 1730 *New 2024-03-31 13,598 $559,000 13,598
   My Legacy Advisors LLC *New 2023-12-31 13,919 $511,000 13,919
   J P MORGAN CHASE & CO 3778 *New 2024-03-31 11,286 $464,000 11,286
   OLD MISSION CAPITAL LLC 588 *New 2024-03-31 11,021 $453,000 11,021
   FLAGSHIP HARBOR ADVISORS LLC 409 *New 2024-03-31 10,957 $450,000 10,957
   TD CAPITAL MANAGEMENT LLC 67 *New 2024-03-31 10,373 $426,000 10,373
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 648 *New 2024-03-31 10,290 $424,000 10,290
   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
   HALBERT, HARGROVE/RUSSELL LLC 65 *New 2024-03-31 7,909 $325,000 7,909
   Envestnet Portfolio Solutions Inc. 1378 *New 2024-03-31 7,055 $290,000 7,055
   GREAT VALLEY ADVISOR GROUP INC. 623 *New 2024-03-31 6,823 $280,000 6,823
   Dynamic Advisors Solutions LLC 805 - 2024-03-31 6,035 $248,000 225
   DOrazio & Associates Inc. 147 *New 2024-03-31 6,031 $248,000 6,031
   L.M. KOHN & COMPANY 244 *New 2024-03-31 5,109 $210,000 5,109
   US BANCORP 2884 *New 2024-03-31 764 $31,000 764
   Advisor Group Holdings Inc. 5040 - 2024-03-31 700 $29,000 400
   BARTLETT & CO. LLC *New 2023-12-31 518 $19,000 518
   Covestor Ltd 1715 *New 2024-03-31 190 $8,000 190
   FMR LLC 4416 - 2024-03-31 104 $4,000 103
   MORGAN STANLEY 6797 *New 2024-03-31 49 $2,000 49
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1171 *Closed 2024-03-31 0 $0 -518
   PROEQUITIES INC. 7587 *New 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6344 *Closed 2024-03-31 0 $0 -6,446
  48 Records found
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