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Disclosery

QGRW WISDOMTREE TR

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US QUALITY GROW (fund)

88 managers (90 13F filers) reported a position in QGRW shares at 2024-12-31, 10,954,546 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
88
13F filers
90
New
19
Added
44
Reduced
13
Sold out
12
Shares held by filers
10,954,546

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TRUST POINT INC.3,017,086$149M10.31%+2,83913F-HRTimeline
LPL Financial LLC1,256,028$61.9M0.03%+511,42013F-HRTimeline
RVW Wealth, LLC1,182,836$58.3M5.44%+56,68513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/624,516$30.8M<0.01%+5,18413F-HRTimelineGroup
Private Advisor Group, LLC463,371$22.8M0.13%+65,34813F-HRTimeline
Prestige Wealth Management Group LLC426,150$21M4.37%-4,45813F-HR/ATimeline
Legacy Financial Advisors, Inc.357,410$17.6M2.91%-19,92213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC265,558$13.1M12.17%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding238,447$11.7M+45,360Timeline
MORGAN STANLEYin group MORGAN STANLEY210,812$10.4M<0.01%+121,16513F-HR/ATimelineGroup
Smartleaf Asset Management LLC201,521$10M1.02%+1,68413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…202,771$9.99M2.82%new13F-HRTimeline
Insight Advisors, LLC/ PA198,351$9.86M1.69%+31,23313F-HRTimeline
GPS Wealth Strategies Group, LLC190,106$9.36M1.2%+34,29513F-HRTimeline
tru Independence LLC155,118$7.64M2.4%+1,11113F-HRTimeline
Gratus Wealth Advisors, LLC144,542$7.12M1.14%new13F-HRTimeline
Atria Investments, Inc144,438$7.11M0.09%+30,88413F-HRTimeline
Avestar Capital, LLC136,133$6.71M0.61%+17,51613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,910$6.35M<0.01%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…111,315$5.48M<0.01%+4,56913F-HRTimelineGroup
Oxinas Partners, LLC107,921$5.32M3.12%+11,18113F-HRTimeline
Etesian Wealth Advisors, Inc.99,618$4.91M2.17%+30,95313F-HRTimeline
UBS Group AGin group UBS Group AG83,584$4.12M<0.01%+58,88613F-HRTimelineGroup
Tempus Wealth Planning, LLC69,700$3.43M1.05%new13F-HRTimeline
Cambridge Investment Research Advisors,…63,975$3.15M0.01%+31,44913F-HRTimeline
Cetera Investment Advisers63,548$3.13M0.01%+6,43513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC50,512$2.49M0.13%+4,79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding49,338$2.43M-1,782Timeline
COMMONWEALTH EQUITY SERVICES, LLC46,029$2.27M<0.01%+12,19313F-HRTimeline
Comprehensive Financial Consultants Ins…43,008$2.12M0.77%+20,89813F-HRTimeline
Herold Advisors, Inc.41,405$2.04M0.44%+6,65613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,515$1.85M0.06%+7,37113F-HRTimelineGroup
Kingsview Wealth Management, LLC37,203$1.83M0.04%+4,93613F-HRTimeline
Bison Wealth, LLC33,516$1.65M0.2%13F-HRTimeline
CLG LLC32,870$1.62M0.58%13F-HRTimeline
RFG Advisory, LLC32,002$1.58M0.04%-4,09613F-HRTimeline
Sanctuary Advisors, LLC30,596$1.54M0.01%+5,97713F-HRTimeline
L.M. KOHN & COMPANY28,351$1.4M0.36%+21,01513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,514$1.06M0.01%+6,54913F-HRTimelineGroup
Elm3 Financial Group, LLC21,407$1.05M0.9%13F-HRTimeline
MGO ONE SEVEN LLC20,248$997K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC18,670$920K<0.01%+2613F-HRTimeline
D.A. DAVIDSON & CO.16,957$835K0.01%new13F-HRTimeline
TD Capital Management LLC16,597$818K0.08%+44513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,888$783K0.02%+43613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC15,668$772K0.19%+28813F-HRTimeline
IHT Wealth Management, LLC15,292$753K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,082$694K<0.01%+13,78213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.14,082$694K0.02%-45513F-HRTimeline
D'Orazio & Associates, Inc.9,659$476K0.07%+3,59813F-HRTimeline
Millington Financial Advisors, LLC9,148$454K0.26%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,190$453K<0.01%+3,47113F-HR/ATimeline
Sigma Planning Corp8,713$429K0.01%new13F-HRTimeline
TABLEAUX LLC8,625$425K0.35%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,526$420K<0.01%013F-HRTimelineGroup
Bravias Capital Group, LLC7,827$392K0.32%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,462$368K0.02%-1713F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.7,352$362K<0.01%+1,99813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,259$308K<0.01%-23,37913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,997$295K0.04%+1,56413F-HRTimeline
NewEdge Advisors, LLC5,222$257K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,204$256K<0.01%+29613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,154$254K<0.01%new13F-HRTimelineGroup
Royal Harbor Partners, LLC4,832$238K0.09%new13F-HRTimeline
Farrell Financial LLC4,819$237K0.17%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,701$232K<0.01%+4413F-HRTimeline
Beacon Financial Advisory LLC4,556$224K0.07%+313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,538$224K0.01%-7513F-HRTimeline
CoreCap Advisors, LLC4,513$222K0.01%+1,96213F-HRTimeline
KPP Advisory Services LLC4,413$217K0.05%new13F-HRTimeline
Gateway Wealth Partners, LLC4,276$211K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,213$158K<0.01%-3,13913F-HRTimelineGroup
Founders Financial Alliance, LLC2,634$130K0.04%+2,34813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,962$96.6K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,681$82.8K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,624$80K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,438$70.8K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.1,321$65.1K0.06%13F-HRTimeline
Avior Wealth Management, LLC1,127$55.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC834$41.1K<0.01%+23813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$19.7K<0.01%+4113F-HRTimelineGroup
Glen Eagle Advisors, LLC280$13.8K<0.01%013F-HRTimeline
Covestor Ltd221$11K0.01%-613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.125$6.21K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…110$5.42K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.42$2.1K0.19%-39,65213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$1.63K<0.01%-69913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.