Wisdomtree US Quality GrowthQGRWETF
13F holders, Q3 2025 (September 30)115holders +14
21new positions
6sold out
$57.36avg. 13F price*
At the end of Q3 2025, 115 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 14 from Q2 2025. 21 opened new positions and 6 sold out. The largest holders were Retirement Planning Group, LLC ($234.8M), HighTower Advisors, LLC ($192.6M) and Trust Point Inc. ($151.3M).
- Company
- Wisdomtree US Quality Growth
- CUSIP
- 97717Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $36.3M |
| Exits | 6 | $5.6M |
All 13F filers, Q2 2025 → Q3 2025: 4,075,015 shares bought and 545,556 shares sold, net +3,529,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Retirement Planning Group, LLC | 8.15% | Add +9.2% | 4,093,976 | $234.8M |
| HighTower Advisors, LLC | 0.22% | Add +64.6% | 3,356,988 | $192.6M |
| Trust Point Inc. | 12.22% | Add +0.3% | 2,637,754 | $151.3M |
| LPL Financial LLC | 0.04% | Add +26.1% | 2,587,579 | $148.4M |
| Morgan Stanley | 0.01% | Add +2.0% | 2,261,499 | $129.7M |
| Bank of America Corp. | 0.01% | Add +142.3% | 1,546,733 | $88.7M |
| RVW Wealth, LLC | 5.22% | Reduce -5.6% | 1,164,711 | $66.8M |
| Private Advisor Group, LLC | 0.25% | Reduce -3.2% | 900,613 | $51.7M |
| Prestige Wealth Management Group LLC | 4.24% | Reduce -2.3% | 382,726 | $22.0M |
| Columbia Advisory Partners LLC | 14.36% | Reduce -1.3% | 362,017 | $20.8M |
| Legacy Financial Advisors, Inc. | 2.74% | Reduce -2.0% | 346,961 | $19.9M |
| Ritter Daniher Financial Advisory LLC / DE | 3.19% | Add +5.2% | 316,039 | $18.1M |
| GPS Wealth Strategies Group, LLC | 1.83% | Add +6.2% | 302,051 | $17.3M |
| Insight Advisors, LLC/ PA | 2.42% | Reduce -0.0% | 275,472 | $15.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 267,838 | $15.4M |
| Smartleaf Asset Management LLC | 0.91% | Reduce -3.5% | 257,369 | $14.7M |
| Etesian Wealth Advisors, Inc. | 4.77% | Add +11.7% | 251,764 | $14.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.5% | 248,726 | $14.3M |
| Flynn Zito Capital Management, LLC | 4.58% | New | 215,906 | $12.4M |
| Atria Investments, Inc | 0.13% | Add +0.6% | 192,958 | $11.1M |
| tru Independence LLC | 2.67% | Add +1.7% | 179,080 | $10.3M |
| Oxinas Partners, LLC | 5.27% | Add +2.0% | 171,452 | $9.8M |
| UBS Group AG | 0.00% | Reduce -1.0% | 151,377 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +111.9% | 148,653 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.4% | 144,020 | $8.3M |
| Sound Income Strategies, LLC | 0.33% | New | 102,870 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -17.5% | 102,575 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | New | 97,891 | $5.6M |
| Lanark Financial, Inc. | 0.39% | Add +10.1% | 87,361 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +4.7% | 85,755 | $4.9M |
| Sunbelt Securities, Inc. | 0.33% | New | 83,421 | $4.8M |
| Cwm, LLC | 0.01% | Add +29.7% | 76,075 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | Add +18.1% | 75,008 | $4.3M |
| Avestar Capital, LLC | 0.29% | Reduce -3.8% | 71,790 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +0.6% | 60,996 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.1% | 58,455 | $3.4M |
| Mgo One Seven LLC | 0.08% | Add +8.4% | 57,009 | $3.3M |
| Herold Advisors, Inc. | 0.69% | Add +6.3% | 52,022 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 46,990 | $2.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.81% | Add +9.4% | 45,368 | $2.6M |
| TD Capital Management LLC | 0.21% | Add +24.6% | 40,773 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -55.0% | 39,635 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +27.3% | 37,452 | $2.1M |
| Summit Financial, LLC | 0.03% | New | 35,263 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -3.8% | 33,872 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +20.4% | 30,468 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.8% | 30,143 | $1.7M |
| Truist Financial Corp. | 0.00% | New | 27,132 | $1.6M |
| Bravias Capital Group, LLC | 0.97% | Add +33.4% | 25,187 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 25,027 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +23.8% | 21,548 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.4% | 20,013 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -8.5% | 17,673 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -85.0% | 15,340 | $880K |
| JPMorgan Chase & Co. | 0.00% | Add +444.1% | 14,174 | $813K |
| Creative Financial Designs Inc. | 0.05% | Add +98.0% | 13,485 | $774K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 13,329 | $765K |
| Park Avenue Securities LLC | 0.01% | Add +13.5% | 11,442 | $656K |
| Farrell Financial LLC | 0.41% | Add +11.3% | 11,373 | $652K |
| United Advisor Group, LLC | 0.09% | Add +14.7% | 11,227 | $644K |
| Susquehanna International Group, LLP | 0.00% | Add +7.3% | 10,698 | $614K |
| Arkadios Wealth Advisors | 0.01% | Add +39.7% | 10,292 | $590K |
| Gateway Wealth Partners, LLC | 0.08% | Add +48.4% | 9,899 | $568K |
| Western Wealth Management, LLC | 0.03% | Add +68.6% | 9,593 | $550K |
| NewEdge Advisors, LLC | 0.00% | New | 9,395 | $539K |
| Soltis Investment Advisors LLC | 0.04% | New | 9,256 | $531K |
| Intrua Financial, LLC | 0.06% | New | 9,173 | $526K |
| Millington Financial Advisors, LLC | 0.25% | Reduce -0.8% | 9,078 | $521K |
| Brown Advisory Inc. | 0.00% | Add +3.8% | 8,766 | $503K |
| Win Advisors, Inc. | 0.24% | Reduce -0.2% | 8,608 | $494K |
| Empirical Asset Management, LLC | 0.13% | Add +15.1% | 8,232 | $472K |
| KPP Advisory Services LLC | 0.07% | Reduce -7.8% | 7,649 | $439K |
| Independent Financial Group, LLC | 0.01% | Add +13.3% | 7,133 | $409K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.1% | 7,020 | $403K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +55.0% | 6,857 | $393K |
| Elm3 Financial Group, LLC | 0.29% | Reduce -30.7% | 6,241 | $358K |
| Legacy Advisors, LLC | 0.04% | — | 6,225 | $357K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,209 | $356K |
| D'Orazio & Associates, Inc. | 0.05% | No change | 6,069 | $348K |
| Founders Financial Alliance, LLC | 0.06% | Add +9.0% | 5,956 | $342K |
| Enclave Advisors LLC | 0.05% | New | 5,935 | $340K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.0% | 5,921 | $340K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,608 | $322K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -28.9% | 5,506 | $316K |
| Falcon Wealth Planning | 0.03% | Reduce -4.4% | 5,243 | $301K |
| Creative Planning | 0.00% | New | 5,242 | $301K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -3.4% | 5,011 | $287K |
| &partners | 0.00% | New | 4,624 | $265K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,615 | $265K |
| VestGen Advisors, LLC | 0.01% | Reduce -64.5% | 4,579 | $263K |
| Royal Harbor Partners, LLC | 0.09% | Reduce -10.7% | 4,538 | $260K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.4% | 4,505 | $258K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,100 | $235K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,778 | $217K |
| Lantern Wealth Advisors, LLC | 0.11% | New | 3,770 | $216K |
| FMR LLC | 0.00% | Add +170.3% | 3,030 | $174K |
| Centaurus Financial, Inc. | 0.01% | New | 1,982 | $114K |
| Tucker Asset Management LLC | 0.03% | No change | 1,681 | $96K |
| Golden State Wealth Management, LLC | 0.01% | Add +148.6% | 1,111 | $64K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 951 | $55K |
"% of holder's portfolio" is QGRW's weight in each manager's 13F, not the share of Wisdomtree US Quality Growth the manager owns.