Wisdomtree US Quality GrowthQGRWETF
13F holders, Q2 2025 (June 30)101holders +3
13new positions
11sold out
1famous investor
$52.55avg. 13F price*
At the end of Q2 2025, 101 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 11 sold out. The largest holders were Retirement Planning Group, LLC ($197.0M), Smith Anglin Financial, LLC ($178.4M) and Trust Point Inc. ($138.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $287.9M |
| Exits | 11 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 9,316,646 shares bought and 704,419 shares sold, net +8,612,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Retirement Planning Group, LLC | 8.38% | Add +12.2% | 3,749,620 | $197.0M |
| Smith Anglin Financial, LLC | 16.15% | New | 3,394,147 | $178.4M |
| Trust Point Inc. | 13.03% | Reduce -11.6% | 2,629,916 | $138.2M |
| Morgan Stanley | 0.01% | Add +609.1% | 2,216,823 | $116.5M |
| LPL Financial LLC | 0.04% | Add +32.4% | 2,052,718 | $107.9M |
| HighTower Advisors, LLC | 0.13% | New | 2,039,834 | $107.2M |
| RVW Wealth, LLC | 5.50% | Add +0.2% | 1,233,808 | $64.8M |
| Private Advisor Group, LLC | 0.26% | Add +74.1% | 930,707 | $48.9M |
| Bank of America Corp. | 0.00% | Add +7.0% | 638,317 | $33.5M |
| Prestige Wealth Management Group LLC | 4.20% | Add +2.3% | 391,703 | $20.6M |
| Columbia Advisory Partners LLC | 14.59% | Add +17.7% | 366,689 | $19.3M |
| Legacy Financial Advisors, Inc. | 2.91% | Reduce -0.4% | 354,204 | $18.6M |
| Ritter Daniher Financial Advisory LLC / DE | 3.88% | Reduce -3.3% | 300,470 | $15.8M |
| GPS Wealth Strategies Group, LLC | 1.72% | Add +6.5% | 284,339 | $14.9M |
| Insight Advisors, LLC/ PA | 2.33% | Add +19.1% | 275,552 | $14.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +9.4% | 274,946 | $14.4M |
| Smartleaf Asset Management LLC | 1.23% | Add +8.2% | 266,758 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +36.5% | 261,679 | $13.8M |
| Etesian Wealth Advisors, Inc. | 4.42% | Add +29.3% | 225,376 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.6% | 200,992 | $10.6M |
| Atria Investments, Inc | 0.12% | Add +2.5% | 191,816 | $10.1M |
| tru Independence LLC | 2.68% | Reduce -0.6% | 176,087 | $9.3M |
| Oxinas Partners, LLC | 4.53% | Reduce -0.9% | 168,106 | $8.8M |
| UBS Group AG | 0.00% | Add +27.4% | 152,856 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -8.6% | 124,271 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.9% | 102,101 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +466.7% | 88,004 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.7% | 83,573 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +29.4% | 81,936 | $4.3M |
| Lanark Financial, Inc. | 0.34% | Add +2.5% | 79,360 | $4.2M |
| Avestar Capital, LLC | 0.29% | Reduce -33.0% | 74,629 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 70,156 | $3.7M |
| Kingsview Wealth Management, LLC | 0.06% | Add +31.9% | 63,525 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.15% | Reduce -10.5% | 60,615 | $3.2M |
| Cwm, LLC | 0.01% | Add +1059.6% | 58,666 | $3.1M |
| Mgo One Seven LLC | 0.09% | Add +37.4% | 52,585 | $2.8M |
| Herold Advisors, Inc. | 0.54% | Reduce -6.8% | 48,930 | $2.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.72% | Reduce -2.8% | 41,449 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 40,763 | $2.1M |
| L.M. Kohn & Company | 0.56% | Add +3.6% | 39,614 | $2.1M |
| RFG Advisory, LLC | 0.04% | Add +9.0% | 35,218 | $1.9M |
| Bison Wealth, LLC | 0.14% | Reduce -9.6% | 34,526 | $1.8M |
| TD Capital Management LLC | 0.16% | Add +33.5% | 32,709 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.9% | 32,355 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +27.0% | 29,423 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +9.8% | 25,298 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -35.8% | 24,956 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -29.6% | 19,311 | $1.0M |
| Bravias Capital Group, LLC | 0.73% | Add +53.0% | 18,880 | $992K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.1% | 17,801 | $935K |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 17,712 | $931K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +10.8% | 17,404 | $915K |
| D.A. Davidson & Co. | 0.01% | Add +7.4% | 13,499 | $709K |
| VestGen Advisors, LLC | 0.03% | Add +145.1% | 12,891 | $677K |
| Drive Wealth Management, LLC | 0.15% | Add +0.9% | 12,773 | $671K |
| Jane Street Group, LLC | 0.00% | Reduce -1.7% | 11,923 | $627K |
| Farrell Financial LLC | 0.36% | Add +35.3% | 10,215 | $537K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.4% | 10,079 | $530K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 9,974 | $524K |
| United Advisor Group, LLC | 0.09% | Add +85.3% | 9,788 | $514K |
| Millington Financial Advisors, LLC | 0.25% | No change | 9,148 | $492K |
| Elm3 Financial Group, LLC | 0.39% | Reduce -29.5% | 9,009 | $473K |
| Win Advisors, Inc. | 0.22% | New | 8,627 | $453K |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 8,442 | $444K |
| KPP Advisory Services LLC | 0.07% | Add +46.9% | 8,298 | $436K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,895 | $415K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,749 | $407K |
| Citadel Advisors | 0.00% | New | 7,425 | $390K |
| Arkadios Wealth Advisors | 0.01% | Add +27.4% | 7,369 | $387K |
| Empirical Asset Management, LLC | 0.12% | New | 7,150 | $376K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +0.9% | 7,026 | $369K |
| Creative Financial Designs Inc. | 0.03% | Add +82.8% | 6,811 | $358K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 6,779 | $356K |
| Gateway Wealth Partners, LLC | 0.07% | Add +45.7% | 6,672 | $351K |
| Independent Financial Group, LLC | 0.01% | Add +10.4% | 6,295 | $331K |
| D'Orazio & Associates, Inc. | 0.04% | Reduce -37.2% | 6,069 | $319K |
| Western Wealth Management, LLC | 0.02% | New | 5,689 | $299K |
| CoreCap Advisors, LLC | 0.01% | Add +4.8% | 5,608 | $295K |
| Falcon Wealth Planning | 0.03% | Add +1.6% | 5,484 | $288K |
| Founders Financial Alliance, LLC | 0.07% | Add +19.2% | 5,466 | $287K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -91.0% | 5,188 | $273K |
| Royal Harbor Partners, LLC | 0.10% | Reduce -2.3% | 5,082 | $267K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -28.7% | 4,525 | $238K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 4,423 | $232K |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 2,605 | $137K |
| Tucker Asset Management LLC | 0.03% | No change | 1,681 | $88K |
| FMR LLC | 0.00% | Reduce -48.7% | 1,121 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | New | 951 | $50K |
| Jones Financial Companies LLLP | 0.00% | New | 677 | $35K |
| AE Wealth Management LLC | 0.00% | Add +52.7% | 629 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 590 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 570 | $30K |
| JNBA Financial Advisors | 0.00% | New | 525 | $28K |
| Golden State Wealth Management, LLC | 0.00% | New | 447 | $23K |
| Bank of Montreal | 0.00% | No change | 400 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 400 | $21K |
| Covestor Ltd | 0.01% | Add +17.4% | 357 | $19K |
| IFP Advisors, Inc | 0.00% | Add +25.8% | 337 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $15K |
| Comerica Bank | 0.00% | Add +2.1% | 240 | $13K |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.