W
WisdomTree U.S. Quality Growth Fund
QGRW • ARCA
WisdomTree U.S. Quality Growth Fund is an exchange-traded fund on ARCA. As of Q3 2025, 111 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. Retirement Planning Group is the largest holder with a position valued at $234.8M.
Overview
Overview of institutional ownership in QGRW as of Q3 2025
All Institutions
- Institutions
- 111
- Value Held
- $1.4B
- Shares Held
- 24.6M
- Avg Position
- $12.7M
- Median Position
- $764.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in QGRW as of Q3 2025
| Institution | Position Value |
|---|---|
 Retirement Planning Group RIA/Wealth | $234.8M 8.16% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $192.6M 0.22% of portfolio |
T Trust Point Inc. Institution | $151.3M 12.22% of portfolio |
L LPL Financial LLC Institution | $148.4M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $129.7M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $88.7M 0.01% of portfolio |
 RVW Wealth, LLC RIA/Wealth | $66.8M 5.22% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $51.7M 0.25% of portfolio |
P Prestige Wealth Management Group LLC RIA/Wealth | $22.0M 4.24% of portfolio |
 COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | $20.8M 14.36% of portfolio |
Net Capital Flow
Institutional buying and selling activity for QGRW in Q3 2025
- Traded
- +$203.6M
- Buyers
- 70
- Sellers
- 39
- Total Bought
- +$234.2M
- Total Sold
- −$30.6M
- Avg Position
- $11.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
HighTower Advisors, LLC RIA/Wealth | +$75.6M +1.3M shares |
BANK OF AMERICA CORP /DE/ Institution | +$52.1M +908.4K shares |
L LPL Financial LLC Institution | +$30.7M +534.9K shares |
Retirement Planning Group RIA/Wealth | +$19.8M +344.4K shares |
 FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | +$12.4M +215.9K shares |
 Sound Income Strategies, LLC RIA/Wealth | +$6.0M +102.9K shares |
 AMERIPRISE FINANCIAL INC Institution | +$5.6M +97.9K shares |
 Sunbelt Securities, Inc. RIA/Wealth | +$4.8M +83.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.5M +78.5K shares |
MORGAN STANLEY RIA/Wealth | +$2.6M +44.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$5.0M −86.8K shares |
RVW Wealth, LLC RIA/Wealth | −$4.0M −69.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$3.3M −57.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$2.8M −48.4K shares |
 L.M. KOHN & COMPANY RIA/Wealth | −$2.1M −39.6K shares |
 Armis Advisers, LLC RIA/Wealth | −$1.8M −34.5K shares |
Private Advisor Group, LLC RIA/Wealth | −$1.7M −30.1K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$1.5M −26.2K shares |
−$1.4M −25.1K shares | |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$1.2M −21.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited QGRW in Q3 2025
- New Positions
- 19
- New Value
- $36.1M
- Exited Positions
- 7
- Exited Value
- $6.4M
New Positions
| Institution | Position Value |
|---|---|
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $12.4M 215.9K shares |
Sound Income Strategies, LLC RIA/Wealth | $6.0M 102.9K shares |
AMERIPRISE FINANCIAL INC Institution | $5.6M 97.9K shares |
Sunbelt Securities, Inc. RIA/Wealth | $4.8M 83.4K shares |
 Summit Financial, LLC RIA/Wealth | $2.0M 35.3K shares |
 BB&T CORP Institution | $1.6M 27.1K shares |
 Soltis Investment Advisors LLC RIA/Wealth | $530.9K 9.3K shares |
 Intrua Financial, LLC RIA/Wealth | $526.1K 9.2K shares |
L Legacy Advisors, LLC RIA/Wealth | $357.1K 6.2K shares |
 Janney Montgomery Scott LLC RIA/Wealth | $356.1K 6.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L.M. KOHN & COMPANY RIA/Wealth | $2.1M 39.6K shares |
Armis Advisers, LLC RIA/Wealth | $1.8M 34.5K shares |
T TABLEAUX LLC Institution | $772.0K 8.4K shares |
D DRIVE WEALTH MANAGEMENT, LLC RIA/Wealth | $671.2K 12.8K shares |
J JANE STREET GROUP, LLC Institution | $626.6K 11.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $390.2K 7.4K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $21.0K 400.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in QGRW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with QGRW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 14.36% $20.8M |
T Trust Point Inc. Institution | 12.22% $151.3M |
Retirement Planning Group RIA/Wealth | 8.16% $234.8M |
 Oxinas Partners Wealth Management LLC RIA/Wealth | 5.27% $9.8M |
RVW Wealth, LLC RIA/Wealth | 5.22% $66.8M |
 Etesian Wealth Advisors, Inc. RIA/Wealth | 4.77% $14.4M |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 4.58% $12.4M |
P Prestige Wealth Management Group LLC RIA/Wealth | 4.24% $22.0M |
3.19% $18.1M | |
 Legacy Financial Advisors, Inc. RIA/Wealth | 2.74% $19.9M |
