Wisdomtree US Quality GrowthQGRWETF
13F holders, Q1 2025 (March 31)98holders +8
17new positions
10sold out
$43.90avg. 13F price*
At the end of Q1 2025, 98 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 8 from Q4 2024. 17 opened new positions and 10 sold out. The largest holders were Retirement Planning Group, LLC ($146.7M), Trust Point Inc. ($130.6M) and LPL Financial LLC ($68.1M).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $157.4M |
| Exits | 10 | $10.7M |
All 13F filers, Q4 2024 → Q1 2025: 5,199,848 shares bought and 401,925 shares sold, net +4,797,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Retirement Planning Group, LLC | 6.88% | New | 3,341,641 | $146.7M |
| Trust Point Inc. | 11.91% | Reduce -1.4% | 2,974,123 | $130.6M |
| LPL Financial LLC | 0.03% | Add +23.4% | 1,550,623 | $68.1M |
| RVW Wealth, LLC | 5.09% | Add +4.1% | 1,231,692 | $54.1M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 596,796 | $26.2M |
| Private Advisor Group, LLC | 0.14% | Add +15.4% | 534,555 | $23.5M |
| Prestige Wealth Management Group LLC | 3.59% | Reduce -10.1% | 383,025 | $16.8M |
| Legacy Financial Advisors, Inc. | 2.61% | Reduce -0.5% | 355,696 | $15.6M |
| Morgan Stanley | 0.00% | Add +48.3% | 312,609 | $13.7M |
| Columbia Advisory Partners LLC | 11.86% | Add +17.3% | 311,564 | $13.7M |
| Ritter Daniher Financial Advisory LLC / DE | 3.72% | Add +53.3% | 310,863 | $13.6M |
| Raymond James Financial Inc. | 0.01% | Add +138.3% | 307,222 | $13.5M |
| GPS Wealth Strategies Group, LLC | 1.58% | Add +40.5% | 267,122 | $11.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +20.1% | 251,239 | $11.0M |
| Smartleaf Asset Management LLC | 1.05% | Add +22.4% | 246,654 | $10.8M |
| Insight Advisors, LLC/ PA | 1.78% | Add +16.7% | 231,455 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +72.3% | 191,743 | $8.4M |
| Atria Investments, Inc | 0.11% | Add +29.6% | 187,171 | $8.2M |
| tru Independence LLC | 2.41% | Add +14.2% | 177,138 | $7.8M |
| Etesian Wealth Advisors, Inc. | 3.30% | Add +75.0% | 174,313 | $7.7M |
| Oxinas Partners, LLC | 4.40% | Add +57.2% | 169,618 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.15% | New | 135,930 | $6.0M |
| UBS Group AG | 0.00% | Add +43.5% | 119,974 | $5.3M |
| Avestar Capital, LLC | 0.47% | Reduce -18.2% | 111,371 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +89.7% | 87,326 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +34.2% | 85,873 | $3.8M |
| Lanark Financial, Inc. | 0.29% | — | 77,387 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +34.1% | 67,756 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +50.8% | 64,474 | $2.8M |
| Cetera Investment Advisers | 0.01% | Reduce -0.4% | 63,304 | $2.8M |
| Tempus Wealth Planning, LLC | 0.76% | Reduce -16.9% | 57,913 | $2.5M |
| Herold Advisors, Inc. | 0.51% | Add +26.8% | 52,513 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +29.5% | 48,181 | $2.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.67% | Reduce -0.9% | 42,619 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.0% | 38,866 | $1.7M |
| Mgo One Seven LLC | 0.07% | Add +89.1% | 38,280 | $1.7M |
| L.M. Kohn & Company | 0.44% | Add +34.9% | 38,231 | $1.7M |
| Bison Wealth, LLC | 0.16% | Add +14.0% | 38,197 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +169.6% | 37,962 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +21.6% | 35,535 | $1.6M |
| RFG Advisory, LLC | 0.04% | Add +0.9% | 32,302 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -26.8% | 27,450 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 24,508 | $1.1M |
| TD Capital Management LLC | 0.11% | Add +47.6% | 24,492 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +7.7% | 23,174 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +63.6% | 23,041 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +119.9% | 20,210 | $887K |
| Royal Bank of Canada | 0.00% | New | 18,547 | $814K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +9.8% | 17,438 | $766K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 15,705 | $689K |
| IHT Wealth Management, LLC | 0.02% | Add +2.2% | 15,623 | $686K |
| MML Investors Services, LLC | 0.00% | Reduce -16.8% | 15,529 | $682K |
| Elm3 Financial Group, LLC | 0.49% | Reduce -40.3% | 12,771 | $561K |
| Drive Wealth Management, LLC | 0.13% | Reduce -19.2% | 12,653 | $555K |
| D.A. Davidson & Co. | 0.00% | Reduce -25.9% | 12,568 | $552K |
| Bravias Capital Group, LLC | 0.44% | Add +57.7% | 12,342 | $542K |
| Jane Street Group, LLC | 0.00% | New | 12,132 | $533K |
| Park Avenue Securities LLC | 0.01% | Add +100.4% | 10,329 | $453K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 9,659 | $424K |
| Sigma Planning Corp | 0.01% | Add +9.9% | 9,579 | $421K |
| Millington Financial Advisors, LLC | 0.24% | No change | 9,148 | $390K |
| Brown Advisory Inc. | 0.00% | No change | 8,526 | $374K |
| PNC Financial Services Group, Inc. | 0.00% | New | 7,895 | $347K |
| Farrell Financial LLC | 0.24% | Add +56.7% | 7,550 | $331K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.4% | 7,189 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +52.7% | 7,178 | $315K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.9% | 6,991 | $307K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -6.7% | 6,964 | $306K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,350 | $279K |
| Arkadios Wealth Advisors | 0.01% | New | 5,785 | $254K |
| Independent Financial Group, LLC | 0.01% | Add +25.6% | 5,701 | $250K |
| KPP Advisory Services LLC | 0.05% | Add +28.0% | 5,649 | $248K |
| Falcon Wealth Planning | 0.03% | New | 5,396 | $237K |
| CoreCap Advisors, LLC | 0.01% | Add +18.6% | 5,352 | $235K |
| United Advisor Group, LLC | 0.05% | New | 5,281 | $232K |
| VestGen Advisors, LLC | 0.01% | — | 5,260 | $231K |
| Royal Harbor Partners, LLC | 0.09% | Add +7.7% | 5,204 | $228K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -15.4% | 5,071 | $223K |
| Cwm, LLC | 0.00% | Reduce -2.8% | 5,059 | $222K |
| Founders Financial Alliance, LLC | 0.05% | Add +74.1% | 4,585 | $201K |
| Gateway Wealth Partners, LLC | 0.05% | Add +7.1% | 4,580 | $201K |
| Creative Financial Designs Inc. | 0.01% | New | 3,725 | $164K |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.0% | 2,410 | $106K |
| FMR LLC | 0.00% | Add +162.2% | 2,187 | $96K |
| Tucker Asset Management LLC | 0.02% | No change | 1,681 | $74K |
| Private Trust Co. NA | 0.01% | No change | 1,438 | $63K |
| Runnymede Capital Advisors, Inc. | 0.06% | No change | 1,321 | $58K |
| BlackRock, Inc. | 0.00% | Reduce -51.8% | 783 | $34K |
| Aptus Capital Advisors, LLC | 0.00% | New | 590 | $26K |
| AE Wealth Management LLC | 0.00% | New | 412 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +263.6% | 400 | $18K |
| Bank of Montreal | 0.00% | No change | 400 | $18K |
| Qube Research & Technologies Ltd | 0.00% | New | 400 | $18K |
| Covestor Ltd | 0.01% | Add +37.6% | 304 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $12K |
| IFP Advisors, Inc | 0.00% | New | 268 | $12K |
| Comerica Bank | 0.00% | New | 235 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 33 | $2K |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.