Wisdomtree US Quality GrowthQGRWETF
13F holders, Q2 2026 (June 30)165holders +13
26new positions
12sold out
1famous investor
$65.99avg. 13F price*
At the end of Q2 2026, 165 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 13 from Q1 2026. 26 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($319.4M), Retirement Planning Group, LLC ($299.8M) and Morgan Stanley ($207.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $57.4M |
| Exits | 12 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,708,602 shares bought and 3,439,086 shares sold, net +1,269,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| LPL Financial LLC | 0.07% | Add +40.1% | 4,836,523 | $319.4M |
| Retirement Planning Group, LLC | 7.62% | Add +4.8% | 4,540,625 | $299.8M |
| Morgan Stanley | 0.01% | Add +10.6% | 3,143,846 | $207.6M |
| Trust Point Inc. | 13.89% | Reduce -1.3% | 2,477,989 | $163.6M |
| Bank of America Corp. | 0.01% | Add +4.8% | 2,136,892 | $141.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.12% | Add +13.6% | 1,160,231 | $76.6M |
| Private Advisor Group, LLC | 0.34% | Reduce -14.5% | 1,113,144 | $73.5M |
| RVW Wealth, LLC | 4.67% | Add +0.7% | 1,073,242 | $70.9M |
| Raymond James Financial Inc. | 0.02% | Add +15.1% | 912,147 | $60.2M |
| Bluespring Wealth Management, LLC | 0.88% | New | 692,580 | $45.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.0% | 681,763 | $45.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +8.4% | 548,800 | $36.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -84.8% | 540,515 | $35.7M |
| UBS Group AG | 0.01% | Reduce -2.1% | 516,476 | $34.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +42.5% | 475,740 | $31.4M |
| Columbia Advisory Partners LLC | 15.90% | Add +2.5% | 436,638 | $28.8M |
| Cetera Investment Advisers | 0.03% | Add +9.9% | 429,394 | $28.4M |
| Quattro Advisors LLC | 15.96% | Add +37.1% | 363,175 | $24.0M |
| Prestige Wealth Management Group LLC | 4.33% | Add +0.4% | 360,786 | $23.8M |
| Osaic Holdings, Inc. | 0.03% | Add +0.3% | 357,500 | $23.6M |
| Ritter Daniher Financial Advisory LLC / DE | 3.47% | Add +2.8% | 345,390 | $22.8M |
| Legacy Financial Advisors, Inc. | 2.71% | Add +1.0% | 336,730 | $22.2M |
| Western Wealth Management, LLC | 0.65% | Add +227.2% | 300,758 | $19.9M |
| Etesian Wealth Advisors, Inc. | 5.81% | Add +1.0% | 297,728 | $19.7M |
| Smartleaf Asset Management LLC | 0.59% | No change | 277,406 | $18.1M |
| Flynn Zito Capital Management, LLC | 4.61% | Add +8.8% | 257,034 | $17.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.6% | 252,706 | $16.7M |
| Sound Income Strategies, LLC | 0.70% | Add +17.0% | 237,599 | $15.7M |
| Resolute Capital, LLC | 4.83% | Reduce -12.4% | 211,825 | $14.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +4924.1% | 205,987 | $13.6M |
| GLR Partners, LLC | 6.32% | Add +4.3% | 205,596 | $13.6M |
| tru Independence LLC | 5.66% | Reduce -1.5% | 196,015 | $12.9M |
| Atria Investments, Inc | 0.13% | Add +0.3% | 193,726 | $12.8M |
| Oxinas Partners, LLC | 4.96% | Add +2.6% | 190,503 | $12.6M |
| US Bancorp \de | 0.01% | Reduce -0.3% | 181,419 | $12.0M |
| Centurion Wealth Management LLC | 2.55% | Add +44.0% | 161,509 | $10.7M |
| Summit Financial, LLC | 0.11% | Add +218.3% | 148,890 | $9.8M |
| Lanark Financial, Inc. | 0.59% | Add +20.3% | 131,120 | $8.7M |
| Vericrest Private Wealth | 7.50% | Add +16.0% | 127,611 | $8.4M |
| United Advisor Group, LLC | 0.67% | Add +417.0% | 95,524 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 92,301 | $6.1M |
| Kingsview Wealth Management, LLC | 0.07% | Add +12.8% | 83,917 | $5.5M |
| KPP Advisory Services LLC | 0.66% | Add +108.5% | 79,191 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +47.7% | 77,208 | $5.1M |
| Arkadios Wealth Advisors | 0.07% | Add +36.0% | 73,666 | $4.9M |
| Avestar Capital, LLC | 0.29% | Reduce -0.4% | 73,092 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +10.4% | 70,842 | $4.7M |
| Herold Advisors, Inc. | 0.88% | Add +11.2% | 67,404 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -0.3% | 63,312 | $4.2M |
| Formidable Asset Management, LLC | 0.66% | Add +39.9% | 76,884 | $4.1M |
| Global Retirement Partners, LLC | 0.06% | — | 61,097 | $4.0M |
| Mgo One Seven LLC | 0.07% | Reduce -10.2% | 59,895 | $4.0M |
| Golden State Wealth Management, LLC | 0.36% | Add +9.5% | 59,671 | $3.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.89% | Add +5.8% | 50,902 | $3.4M |
| TD Capital Management LLC | 0.27% | Add +1.9% | 49,781 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +467.0% | 46,606 | $3.1M |
| Harbour Investments, Inc. | 0.04% | Add +20.2% | 46,133 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +40.9% | 44,415 | $2.9M |
| TopTier Wealth Management, LLC | 1.72% | Add +11.0% | 43,171 | $2.9M |
| RFG Advisory, LLC | 0.04% | Add +5.9% | 39,791 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +498.8% | 38,270 | $2.5M |
| Flagship Wealth Advisors, LLC | 0.50% | New | 34,092 | $2.3M |
| Bison Wealth, LLC | 0.20% | Add +6.1% | 32,132 | $2.1M |
| Bravias Capital Group, LLC | 1.19% | Add +4.5% | 30,262 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +42.1% | 30,322 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.0% | 28,646 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +214.1% | 24,965 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -10.8% | 24,889 | $1.6M |
| Sigma Planning Corp | 0.04% | New | 24,578 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | New | 24,124 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.9% | 23,937 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Add +106.0% | 21,147 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -5.0% | 19,941 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +36.1% | 19,637 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +26.8% | 19,292 | $1.3M |
| HRT Financial LP | 0.00% | New | 17,837 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.2% | 17,616 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.1% | 17,479 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +25.5% | 17,404 | $1.1M |
| GK Wealth Management LLC | 0.68% | New | 17,075 | $1.1M |
| Creative Financial Designs Inc. | 0.05% | Add +6.7% | 15,331 | $1.0M |
| Farrell Financial LLC | 0.53% | Add +0.6% | 14,810 | $978K |
| Park Avenue Securities LLC | 0.01% | Add +23.1% | 14,521 | $959K |
| Hopwood Nicholas Hunter | 0.26% | Add +8.2% | 14,354 | $948K |
| Trademark Financial Management, LLC | 0.39% | Reduce -0.7% | 14,310 | $945K |
| XY Planning Network, Inc. | 0.10% | Add +7.7% | 12,358 | $816K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -45.5% | 12,134 | $801K |
| WealthPoint Financial, LLC | 0.55% | Add +20.9% | 11,421 | $754K |
| Empirical Asset Management, LLC | 0.15% | Add +23.1% | 10,389 | $686K |
| Creative Planning | 0.00% | Add +0.5% | 10,295 | $680K |
| GTS Securities LLC | 0.01% | New | 10,254 | $677K |
| Clarity Asset Management, Inc. | 0.32% | Add +153.2% | 9,818 | $648K |
| Sankala Group LLC | 0.43% | Add +28.6% | 9,534 | $639K |
| Horizon Wealth Management, LLC | 0.08% | Reduce -1.1% | 9,628 | $636K |
| Kovack Advisors, Inc. | 0.03% | Add +4.8% | 9,194 | $606K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.2% | 9,011 | $595K |
| Millington Financial Advisors, LLC | 0.23% | No change | 9,086 | $586K |
| Brown Advisory Inc. | 0.00% | No change | 8,766 | $579K |
| Founders Financial Alliance, LLC | 0.07% | Add +2.3% | 8,267 | $546K |
| FMR LLC | 0.00% | Add +42.4% | 8,209 | $542K |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.