Wisdomtree US Quality GrowthQGRWETF
13F holders, Q4 2025 (December 31)135holders +20
19new positions
8sold out
1famous investor
$58.67avg. 13F price*
At the end of Q4 2025, 135 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 20 from Q3 2025. 19 opened new positions and 8 sold out. The largest holders were Retirement Planning Group, LLC ($247.2M), HighTower Advisors, LLC ($203.8M) and LPL Financial LLC ($165.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $38.0M |
| Exits | 8 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,342,044 shares bought and 534,120 shares sold, net +2,807,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Retirement Planning Group, LLC | 8.12% | Add +2.9% | 4,214,209 | $247.2M |
| HighTower Advisors, LLC | 0.22% | Add +3.5% | 3,474,401 | $203.8M |
| LPL Financial LLC | 0.05% | Add +8.9% | 2,817,821 | $165.3M |
| Trust Point Inc. | 12.14% | Reduce -0.7% | 2,620,337 | $153.7M |
| Morgan Stanley | 0.01% | Add +3.7% | 2,344,690 | $137.6M |
| Bank of America Corp. | 0.01% | Add +1.8% | 1,574,515 | $92.4M |
| Private Advisor Group, LLC | 0.32% | Add +28.1% | 1,153,475 | $67.7M |
| RVW Wealth, LLC | 4.85% | Reduce -7.1% | 1,082,120 | $63.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.76% | Add +15576.4% | 723,464 | $42.4M |
| Horizon Wealth Management, LLC | 4.69% | New | 514,956 | $30.2M |
| Columbia Advisory Partners LLC | 16.09% | Add +11.2% | 402,504 | $23.6M |
| Prestige Wealth Management Group LLC | 4.28% | Reduce -0.0% | 382,611 | $22.4M |
| Osaic Holdings, Inc. | 0.03% | Add +697.0% | 374,511 | $22.0M |
| Cetera Investment Advisers | 0.02% | Add +333.1% | 371,378 | $21.8M |
| Legacy Financial Advisors, Inc. | 2.66% | Reduce -5.4% | 328,144 | $19.3M |
| Ritter Daniher Financial Advisory LLC / DE | 3.05% | Reduce -2.0% | 309,705 | $18.2M |
| Etesian Wealth Advisors, Inc. | 5.25% | Add +13.3% | 285,340 | $16.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.9% | 283,701 | $16.6M |
| Insight Advisors, LLC/ PA | 2.44% | Reduce -0.2% | 275,021 | $16.1M |
| Smartleaf Asset Management LLC | 0.59% | Add +1.8% | 261,909 | $15.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.1% | 256,351 | $15.0M |
| Quattro Advisors LLC | 11.89% | — | 253,502 | $14.9M |
| Resolute Capital, LLC | 5.37% | — | 218,948 | $12.8M |
| Flynn Zito Capital Management, LLC | 4.49% | Reduce -0.9% | 213,896 | $12.5M |
| Atria Investments, Inc | 0.13% | Add +1.6% | 195,959 | $11.5M |
| tru Independence LLC | 2.71% | Add +2.4% | 183,393 | $10.8M |
| UBS Group AG | 0.00% | Add +16.1% | 175,772 | $10.3M |
| Oxinas Partners, LLC | 4.93% | Add +1.8% | 174,525 | $10.2M |
| Sound Income Strategies, LLC | 0.47% | Add +62.8% | 167,464 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 152,423 | $8.9M |
| Cwm, LLC | 0.02% | Add +89.8% | 144,429 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 137,741 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.7% | 103,321 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2323.4% | 99,360 | $5.8M |
| Vericrest Private Wealth | 5.16% | — | 98,966 | $5.8M |
| Lanark Financial, Inc. | 0.39% | Add +0.7% | 88,006 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.8% | 86,322 | $5.1M |
| Sunbelt Securities, Inc. | 0.32% | Reduce -1.0% | 82,578 | $4.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +0.7% | 75,558 | $4.4M |
| Avestar Capital, LLC | 0.29% | Add +0.0% | 71,804 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.8% | 70,587 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +0.6% | 61,334 | $3.6M |
| Mgo One Seven LLC | 0.07% | Add +6.4% | 60,663 | $3.6M |
| Herold Advisors, Inc. | 0.72% | Add +6.0% | 55,154 | $3.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.82% | Add +2.3% | 46,422 | $2.7M |
| TD Capital Management LLC | 0.24% | Add +12.7% | 45,957 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Add +15.9% | 43,408 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 38,608 | $2.3M |
| RFG Advisory, LLC | 0.04% | Add +10.4% | 37,394 | $2.2M |
| Summit Financial, LLC | 0.03% | Reduce -1.6% | 34,686 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +121.5% | 33,975 | $2.0M |
| KPP Advisory Services LLC | 0.29% | Add +339.2% | 33,594 | $2.0M |
| TopTier Wealth Management, LLC | 1.32% | — | 33,031 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +6.7% | 32,496 | $1.9M |
| Bravias Capital Group, LLC | 1.11% | Add +24.7% | 31,407 | $1.8M |
| Bison Wealth, LLC | 0.19% | New | 31,337 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +94.2% | 27,520 | $1.6M |
| Formidable Asset Management, LLC | 0.23% | New | 27,467 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | Add +38.7% | 24,514 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +13.6% | 24,477 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 24,121 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +16.4% | 23,294 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +104.8% | 21,911 | $1.3M |
| GK Wealth Management LLC | 0.76% | New | 17,716 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.8% | 17,548 | $1.0M |
| Western Wealth Management, LLC | 0.04% | Add +55.9% | 14,955 | $877K |
| Trademark Financial Management, LLC | 0.48% | New | 14,730 | $864K |
| Creative Financial Designs Inc. | 0.05% | Add +4.6% | 14,100 | $827K |
| United Advisor Group, LLC | 0.10% | Add +19.4% | 13,400 | $786K |
| Hopwood Nicholas Hunter | 0.25% | — | 13,213 | $775K |
| Farrell Financial LLC | 0.41% | Add +4.2% | 11,846 | $695K |
| Gateway Wealth Partners, LLC | 0.08% | Add +18.9% | 11,775 | $691K |
| Park Avenue Securities LLC | 0.01% | Add +1.8% | 11,653 | $684K |
| Arkadios Wealth Advisors | 0.01% | Reduce -12.1% | 9,050 | $531K |
| GPS Wealth Strategies Group, LLC | 0.45% | Reduce -97.0% | 8,962 | $526K |
| WealthPoint Financial, LLC | 0.46% | — | 8,937 | $524K |
| Millington Financial Advisors, LLC | 0.23% | Add +0.1% | 9,086 | $519K |
| Brown Advisory Inc. | 0.00% | No change | 8,766 | $514K |
| Kovack Advisors, Inc. | 0.02% | New | 8,538 | $501K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.9% | 8,220 | $482K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +116.4% | 8,175 | $480K |
| Intrua Financial, LLC | 0.05% | Reduce -13.3% | 7,948 | $466K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -14.8% | 7,885 | $463K |
| Founders Financial Alliance, LLC | 0.09% | Add +31.8% | 7,848 | $460K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.9% | 7,009 | $411K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.4% | 6,994 | $410K |
| Empirical Asset Management, LLC | 0.11% | Reduce -22.6% | 6,373 | $374K |
| Legacy Advisors, LLC | 0.04% | No change | 6,225 | $365K |
| D'Orazio & Associates, Inc. | 0.05% | No change | 6,069 | $356K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.1% | 6,006 | $352K |
| CoreCap Advisors, LLC | 0.01% | Add +1.5% | 5,692 | $334K |
| Vise Technologies, Inc. | 0.01% | New | 5,653 | $332K |
| Creative Planning | 0.00% | Add +3.2% | 5,408 | $317K |
| Citadel Advisors | 0.00% | New | 5,285 | $310K |
| Falcon Wealth Planning | 0.03% | Add +0.6% | 5,274 | $309K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -2.0% | 4,909 | $288K |
| FMR LLC | 0.00% | Add +61.6% | 4,898 | $287K |
| Elm3 Financial Group, LLC | 0.23% | Reduce -23.3% | 4,788 | $281K |
| Shrier Wealth Management, LLC | 0.11% | — | 4,614 | $271K |
| Independent Financial Group, LLC | 0.01% | Reduce -36.8% | 4,507 | $264K |
| &partners | 0.00% | Reduce -3.5% | 4,464 | $262K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.4% | 4,352 | $255K |
| VestGen Advisors, LLC | 0.01% | Reduce -6.3% | 4,289 | $252K |
| Royal Harbor Partners, LLC | 0.08% | Reduce -10.8% | 4,050 | $238K |
| Jane Street Group, LLC | 0.00% | New | 4,038 | $237K |
| Truist Financial Corp. | 0.00% | Reduce -85.2% | 4,015 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.4% | 4,000 | $235K |
| Enclave Advisors LLC | 0.03% | Reduce -32.7% | 3,994 | $234K |
| Parsons Capital Management Inc. | 0.01% | New | 3,890 | $228K |
| Investor's Fiduciary Advisor Network, LLC | 0.05% | New | 3,854 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,701 | $217K |
| ZEGA Investments, LLC | 0.04% | New | 3,519 | $206K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,409 | $200K |
| Sankala Group LLC | 0.14% | — | 2,985 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +364.1% | 2,738 | $161K |
| Private Trust Co. NA | 0.01% | Add +271.4% | 2,637 | $155K |
| Centaurus Financial, Inc. | 0.01% | Add +13.6% | 2,252 | $132K |
| Jones Financial Companies LLLP | 0.00% | Add +776.6% | 1,683 | $99K |
| Tucker Asset Management LLC | 0.03% | No change | 1,681 | $99K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,279 | $75K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.3% | 1,148 | $67K |
| JNBA Financial Advisors | 0.00% | Add +2.3% | 853 | $50K |
| CENTRAL TRUST Co | 0.00% | New | 699 | $41K |
| Royal Bank of Canada | 0.00% | No change | 697 | $41K |
| AE Wealth Management LLC | 0.00% | No change | 629 | $37K |
| EFG International AG | 0.00% | — | 600 | $35K |
| Covestor Ltd | 0.02% | Add +2.5% | 491 | $29K |
| Bank of Montreal | 0.00% | No change | 400 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $16K |
| Comerica Bank | 0.00% | No change | 279 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -23.1% | 259 | $15K |
| NBT Bank, N.A. | 0.00% | New | 59 | $12K |
| Evolution Wealth Management Inc. | 0.01% | No change | 188 | $11K |
| Elevated Capital Advisors, LLC | 0.00% | New | 100 | $6K |
| Optima Capital LLC | 0.00% | New | 26 | $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.