WISDOMTREE US QUALITY GROWTH QGRW
$65.13
-1.1% 52w: $49.77 – $68.63
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data49.7759.2068.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
150
+16 QoQ
13F value
$1.72B
+4.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns QGRW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | Wealth advisor | 4.3M | $231.4M | 7.2% | +2.8% |
| HighTower Advisors, LLC | Diversified mechanical | 3.5M | $189.6M | 0.2% | +2.2% |
| LPL Financial LLC | Bank broker | 3.5M | $184.4M | 0.0% | +22.5% |
| MORGAN STANLEY | Bank broker | 2.8M | $151.9M | 0.0% | +21.3% |
| TRUST POINT INC. | Wealth advisor | 2.5M | $134.1M | 11.7% | -4.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $109.0M | 0.0% | +29.5% |
| Private Advisor Group, LLC | Wealth advisor | 1.3M | $69.6M | 0.3% | +12.9% |
| RVW Wealth, LLC | Wealth advisor | 1.1M | $56.9M | 4.4% | -1.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 1.0M | $54.6M | 0.9% | +41.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 792.2K | $42.3M | 0.0% | +419.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 536.7K | $28.7M | 0.0% | +289.6% |
| UBS Group AG | Bank broker | 527.4K | $28.2M | 0.0% | +200.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 506.0K | $27.0M | 0.0% | +409.3% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 426.0K | $22.8M | 14.5% | +5.8% |
| Cetera Investment Advisers | Wealth advisor | 390.6K | $20.9M | 0.0% | +5.2% |
| Prestige Wealth Management Group LLC | Wealth advisor | 359.3K | $19.2M | 3.8% | -6.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 356.4K | $19.0M | 0.0% | -4.8% |
| Ritter Daniher Financial Advisory LLC / DE | Wealth advisor | 336.1K | $18.0M | 3.0% | +8.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 333.7K | $17.8M | 0.1% | +30.2% |
| Legacy Financial Advisors, Inc. | Other | 333.3K | $17.8M | 2.5% | +1.6% |
| Etesian Wealth Advisors, Inc. | Wealth advisor | 294.8K | $15.8M | 5.0% | +3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 276.5K | $14.8M | 0.0% | -2.5% |
| Smartleaf Asset Management LLC | Wealth advisor | 277.4K | $14.2M | 0.5% | +5.9% |
| Quattro Advisors LLC | Wealth advisor | 264.8K | $14.1M | 12.3% | +4.5% |
| RESOLUTE CAPITAL, LLC | Wealth advisor | 241.8K | $12.9M | 5.2% | +10.4% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 236.2K | $12.6M | 4.0% | +10.4% |
| CWM, LLC | Wealth advisor | 207.2K | $11.1M | 0.0% | +43.5% |
| Sound Income Strategies, LLC | Diversified mechanical | 203.1K | $11.0M | 0.5% | +21.2% |
| tru Independence LLC | Wealth advisor | 199.0K | $10.6M | 5.3% | +8.5% |
| GLR Partners, LLC | Wealth advisor | 197.2K | $10.5M | 5.7% | — |
| Atria Investments, Inc | Wealth advisor | 193.1K | $10.3M | 0.1% | -1.5% |
| Oxinas Partners, LLC | Wealth advisor | 185.7K | $9.9M | 4.5% | +6.4% |
| US BANCORP \DE\ | Wealth advisor | 181.9K | $9.7M | 0.0% | New |
| Centurion Wealth Management LLC | Wealth advisor | 112.2K | $6.0M | 1.4% | New |
| Vericrest Private Wealth | Wealth advisor | 110.0K | $5.9M | 5.3% | +11.2% |
| NBC SECURITIES, INC. | Diversified mechanical | 109.0K | $5.8M | 0.4% | +23.9% |
| Western Wealth Management, LLC | Wealth advisor | 91.9K | $4.9M | 0.2% | +514.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 89.5K | $4.8M | 0.0% | +26.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 80.4K | $4.3M | 0.3% | -2.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 74.4K | $4.0M | 0.1% | -1.6% |
| Avestar Capital, LLC | Other | 73.4K | $3.9M | 0.3% | +2.2% |
| Equitable Holdings, Inc. | Wealth advisor | 64.2K | $3.8M | 0.0% | +47.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 66.7K | $3.6M | 0.1% | +10.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 63.5K | $3.4M | 0.1% | +3.6% |
| Herold Advisors, Inc. | Other | 60.6K | $3.2M | 0.7% | +9.9% |
| Formidable Asset Management, LLC | Other | 55.0K | $3.2M | 0.5% | +100.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 54.5K | $2.9M | 0.3% | +4646.8% |
| Arkadios Wealth Advisors | Wealth advisor | 54.1K | $2.9M | 0.0% | +498.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 52.3K | $2.8M | 0.0% | +53.9% |
| TD Capital Management LLC | Wealth advisor | 48.8K | $2.6M | 0.2% | +6.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.