Wisdomtree US Quality GrowthQGRWETF
13F holders, Q1 2026 (March 31)152holders +17
26new positions
8sold out
1famous investor
$53.45avg. 13F price*
At the end of Q1 2026, 152 institutions reported holding Wisdomtree US Quality Growth (QGRW) in their 13F filings, up 17 from Q4 2025. 26 opened new positions and 8 sold out. The largest holders were Retirement Planning Group, LLC ($231.4M), HighTower Advisors, LLC ($189.6M) and LPL Financial LLC ($184.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.0M |
| Exits | 8 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 5,227,183 shares bought and 1,177,307 shares sold, net +4,049,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Retirement Planning Group, LLC | 7.17% | Add +2.8% | 4,330,872 | $231.4M |
| HighTower Advisors, LLC | 0.20% | Add +2.1% | 3,549,265 | $189.6M |
| LPL Financial LLC | 0.05% | Add +22.5% | 3,451,329 | $184.4M |
| Morgan Stanley | 0.01% | Add +21.3% | 2,843,665 | $151.9M |
| Trust Point Inc. | 11.65% | Reduce -4.2% | 2,510,018 | $134.1M |
| Bank of America Corp. | 0.01% | Add +29.5% | 2,039,375 | $109.0M |
| Private Advisor Group, LLC | 0.33% | Add +12.9% | 1,302,260 | $69.6M |
| RVW Wealth, LLC | 4.44% | Reduce -1.5% | 1,065,641 | $56.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.95% | Add +41.1% | 1,021,046 | $54.6M |
| Raymond James Financial Inc. | 0.01% | Add +419.7% | 792,207 | $42.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +289.6% | 536,656 | $28.7M |
| UBS Group AG | 0.01% | Add +200.0% | 527,364 | $28.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +409.3% | 506,026 | $27.0M |
| Columbia Advisory Partners LLC | 14.53% | Add +5.8% | 426,047 | $22.8M |
| Cetera Investment Advisers | 0.02% | Add +5.2% | 390,626 | $20.9M |
| Prestige Wealth Management Group LLC | 3.77% | Reduce -6.1% | 359,265 | $19.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.8% | 356,447 | $19.0M |
| Ritter Daniher Financial Advisory LLC / DE | 3.05% | Add +8.5% | 336,078 | $18.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +30.2% | 333,749 | $17.8M |
| Legacy Financial Advisors, Inc. | 2.49% | Add +1.6% | 333,342 | $17.8M |
| Etesian Wealth Advisors, Inc. | 5.03% | Add +3.3% | 294,796 | $15.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.5% | 276,494 | $14.8M |
| Smartleaf Asset Management LLC | 0.51% | Add +5.9% | 277,406 | $14.2M |
| Quattro Advisors LLC | 12.26% | Add +4.5% | 264,811 | $14.1M |
| Resolute Capital, LLC | 5.23% | Add +10.4% | 241,770 | $12.9M |
| Flynn Zito Capital Management, LLC | 4.03% | Add +10.4% | 236,170 | $12.6M |
| Cwm, LLC | 0.03% | Add +43.5% | 207,230 | $11.1M |
| Sound Income Strategies, LLC | 0.53% | Add +21.3% | 203,050 | $11.0M |
| tru Independence LLC | 5.26% | Add +8.5% | 199,034 | $10.6M |
| GLR Partners, LLC | 5.75% | — | 197,213 | $10.5M |
| Atria Investments, Inc | 0.12% | Reduce -1.5% | 193,055 | $10.3M |
| Oxinas Partners, LLC | 4.53% | Add +6.4% | 185,687 | $9.9M |
| US Bancorp \de | 0.01% | New | 181,949 | $9.7M |
| Centurion Wealth Management LLC | 1.35% | New | 112,201 | $6.0M |
| Vericrest Private Wealth | 5.27% | Add +11.2% | 110,009 | $5.9M |
| Lanark Financial, Inc. | 0.44% | Add +23.9% | 109,001 | $5.8M |
| Western Wealth Management, LLC | 0.19% | Add +514.7% | 91,929 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.7% | 89,456 | $4.8M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -2.6% | 80,423 | $4.3M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -1.6% | 74,362 | $4.0M |
| Avestar Capital, LLC | 0.27% | Add +2.2% | 73,361 | $3.9M |
| Equitable Holdings, Inc. | 0.02% | Add +47.9% | 64,194 | $3.8M |
| Mgo One Seven LLC | 0.07% | Add +10.0% | 66,726 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +3.6% | 63,519 | $3.4M |
| Herold Advisors, Inc. | 0.71% | Add +9.9% | 60,598 | $3.2M |
| Formidable Asset Management, LLC | 0.50% | Add +100.1% | 54,950 | $3.2M |
| Golden State Wealth Management, LLC | 0.32% | Add +4646.8% | 54,493 | $2.9M |
| Arkadios Wealth Advisors | 0.05% | Add +498.3% | 54,150 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +53.9% | 52,277 | $2.8M |
| TD Capital Management LLC | 0.23% | Add +6.3% | 48,829 | $2.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.76% | Add +3.6% | 48,093 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +34.9% | 46,775 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -51.2% | 42,146 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +86.0% | 40,747 | $2.2M |
| TopTier Wealth Management, LLC | 1.28% | Add +17.8% | 38,906 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +18.1% | 38,373 | $2.1M |
| KPP Advisory Services LLC | 0.29% | Add +13.0% | 37,974 | $2.0M |
| RFG Advisory, LLC | 0.04% | Add +0.5% | 37,566 | $2.0M |
| Bison Wealth, LLC | 0.19% | Reduce -3.3% | 30,294 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +14.6% | 31,533 | $1.6M |
| Bravias Capital Group, LLC | 1.01% | Reduce -7.8% | 28,947 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +14.0% | 27,908 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.9% | 26,037 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.8% | 23,480 | $1.3M |
| Gateway Wealth Partners, LLC | 0.05% | Add +88.9% | 22,248 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -14.4% | 20,988 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +1167.7% | 21,336 | $1.1M |
| United Advisor Group, LLC | 0.12% | Add +37.9% | 18,475 | $987K |
| Citadel Advisors | 0.00% | Add +242.8% | 18,115 | $968K |
| Jane Street Group, LLC | 0.00% | Add +279.7% | 15,334 | $819K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.3% | 15,217 | $813K |
| Farrell Financial LLC | 0.47% | Add +24.3% | 14,725 | $787K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +76.5% | 14,426 | $771K |
| Trademark Financial Management, LLC | 0.38% | Reduce -2.2% | 14,408 | $770K |
| Creative Financial Designs Inc. | 0.05% | Add +1.9% | 14,371 | $768K |
| Stifel Financial Corp. | 0.00% | New | 13,871 | $741K |
| Hopwood Nicholas Hunter | 0.23% | Add +0.4% | 13,268 | $709K |
| MML Investors Services, LLC | 0.00% | Reduce -68.3% | 12,226 | $653K |
| Park Avenue Securities LLC | 0.00% | Add +1.2% | 11,791 | $630K |
| XY Planning Network, Inc. | 0.10% | New | 11,475 | $621K |
| Millington Financial Advisors, LLC | 0.24% | No change | 9,086 | $564K |
| Geneos Wealth Management Inc. | 0.01% | New | 10,263 | $548K |
| Creative Planning | 0.00% | Add +89.4% | 10,243 | $547K |
| Horizon Wealth Management, LLC | 0.08% | Reduce -98.1% | 9,740 | $520K |
| WealthPoint Financial, LLC | 0.42% | Add +5.7% | 9,449 | $505K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -91.3% | 9,026 | $482K |
| Kovack Advisors, Inc. | 0.03% | Add +2.8% | 8,776 | $474K |
| Brown Advisory Inc. | 0.00% | No change | 8,766 | $468K |
| Empirical Asset Management, LLC | 0.12% | Add +32.4% | 8,438 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,220 | $439K |
| Founders Financial Alliance, LLC | 0.08% | Add +3.0% | 8,085 | $432K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -97.1% | 7,992 | $427K |
| Truist Financial Corp. | 0.00% | Add +98.0% | 7,949 | $425K |
| Mariner, LLC | 0.00% | New | 7,844 | $419K |
| Paragon Capital Management Ltd | 0.09% | New | 7,642 | $408K |
| Sankala Group LLC | 0.33% | Add +148.4% | 7,416 | $400K |
| Intrua Financial, LLC | 0.04% | Reduce -8.1% | 7,307 | $390K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +2.1% | 7,139 | $381K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -15.5% | 6,663 | $356K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,391 | $341K |
| Legacy Advisors, LLC | 0.04% | No change | 6,225 | $333K |
| Vise Technologies, Inc. | 0.01% | No change | 5,653 | $332K |
| Integrated Wealth Concepts LLC | 0.00% | Add +58.0% | 5,849 | $313K |
| FMR LLC | 0.00% | Add +17.7% | 5,766 | $308K |
| Parsons Capital Management Inc. | 0.01% | Add +47.2% | 5,725 | $306K |
| Falcon Wealth Planning | 0.02% | Add +7.7% | 5,678 | $303K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.5% | 5,266 | $281K |
| ZEGA Investments, LLC | 0.05% | Add +49.0% | 5,243 | $280K |
| Colonial River Investments, LLC | 0.10% | New | 5,205 | $278K |
| VestGen Advisors, LLC | 0.01% | No change | 4,289 | $278K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -6.2% | 4,607 | $246K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.3% | 4,606 | $246K |
| &partners | 0.00% | No change | 4,464 | $240K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.1% | 4,400 | $235K |
| Elm3 Financial Group, LLC | 0.19% | Reduce -12.3% | 4,200 | $224K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -41.5% | 4,100 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,000 | $214K |
| Enclave Advisors LLC | 0.03% | No change | 3,994 | $213K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | Add +3.6% | 3,994 | $213K |
| Clarity Asset Management, Inc. | 0.10% | New | 3,877 | $207K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -36.3% | 3,864 | $206K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,804 | $203K |
| Aire Advisors, LLC | 0.04% | New | 3,781 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,738 | $146K |
| Centaurus Financial, Inc. | 0.01% | Add +6.4% | 2,397 | $128K |
| Fifth Third Bancorp | 0.00% | New | 1,646 | $88K |
| Private Trust Co. NA | 0.01% | Reduce -57.5% | 1,121 | $60K |
| MAI Capital Management | 0.00% | New | 983 | $53K |
| Tucker Asset Management LLC | 0.01% | Reduce -46.7% | 896 | $48K |
| Covestor Ltd | 0.03% | Add +67.4% | 822 | $44K |
| JNBA Financial Advisors | 0.00% | Reduce -11.6% | 754 | $40K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 696 | $37K |
| Wells Fargo & Company | 0.00% | New | 651 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 608 | $32K |
| EFG International AG | 0.00% | No change | 600 | $32K |
| Waverly Advisors, LLC | 0.00% | New | 548 | $29K |
| Bank of Montreal | 0.00% | No change | 400 | $21K |
| REAP Financial Group, LLC | 0.00% | New | 392 | $21K |
| Assetmark, Inc. | 0.00% | New | 376 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 280 | $15K |
| AE Wealth Management LLC | 0.00% | Reduce -64.4% | 224 | $12K |
| Arax Advisory Partners | 0.00% | New | 210 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -22.4% | 201 | $11K |
| NBT Bank, N.A. | 0.00% | Add +239.0% | 200 | $11K |
| Evolution Wealth Management Inc. | 0.01% | No change | 188 | $10K |
| Destiny Wealth Partners, LLC | 0.00% | New | 129 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 108 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 100 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 50 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 50 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 31 | $2K |
| Key Capital Management, INC | 0.00% | New | 30 | $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.