Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

99 institutional holders +8 vs Q4 2024
15,846,18715.8m shares reported held*
$695.7mreported value*
17 new 52 added 19 reduced 10 sold out net bought ≈ $214.0m (+4.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $43.90.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 3Q1 23: 3Q2 23: 8Q3 23: 10Q4 23: 24Q1 24: 48Q2 24: 61Q3 24: 78Q4 24: 91Q1 25: 9999Q4 22Q2 23Q4 23Q2 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 20223
Q1 20233
Q2 20238
Q3 202310
Q4 202324
Q1 202448
Q2 202461
Q3 202478
Q4 202491
Q1 202599

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 6 bought or addedQ2 23: 1 cut or sold outQ3 23: 7 bought or addedQ3 23: 3 cut or sold outQ3 23Q4 23: 19 bought or addedQ4 23: 3 cut or sold outQ1 24: 41 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 48 bought or addedQ2 24: 12 cut or sold outQ3 24: 60 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 63 bought or addedQ4 24: 25 cut or sold outQ1 25: 69 bought or addedQ1 25: 29 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202361
Q3 202373
Q4 2023193
Q1 2024417
Q2 20244812
Q3 20246012
Q4 20246325
Q1 20256929

Biggest buyers

Retirement Planning Group, LLC New +3,341,641+3.3m
LPL Financial LLC Added +294,595+294.6k
RAYMOND JAMES FINANCIAL INC Added +178,312+178.3k
Concurrent Investment Advisors, LLC New +135,930+135.9k
Ritter Daniher Financial Advisory LLC / DE Added +108,092+108.1k
MORGAN STANLEY Added +101,797+101.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +80,428+80.4k
LANARK FINANCIAL, INC. Added +77,345+77.3k
GPS Wealth Strategies Group, LLC Added +77,016+77.0k
Etesian Wealth Advisors, Inc. Added +74,695+74.7k

Biggest sellers

Gratus Wealth Advisors, LLC Sold out -144,542-144.5k
Prestige Wealth Management Group LLC Reduced -43,125-43.1k
TRUST POINT INC. Reduced -42,963-43.0k
CLG LLC Sold out -32,870-32.9k
BANK OF AMERICA CORP /DE/ Reduced -27,720-27.7k
Avestar Capital, LLC Reduced -24,762-24.8k
Tempus Wealth Planning, LLC Reduced -11,787-11.8k
Western Wealth Management, LLC Sold out -11,113-11.1k
CreativeOne Wealth, LLC Reduced -10,065-10.1k
Elm3 Financial Group, LLC Reduced -8,636-8.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Retirement Planning Group, LLC 6.88% of their portfolio LEAWOOD, KS 3,341,6413.3m $146.7m $146.7m 6.88% New
2 TRUST POINT INC. 11.91% of their portfolio LA CROSSE, WI 2,974,1233.0m $130.6m $130.6m 11.91% Reduced -43.0k -42,963
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,550,6231.6m $68.1m $68.1m 0.03% Added +294.6k +294,595
4 RVW Wealth, LLC 5.09% of their portfolio LOS ANGELES, CA 1,231,6921.2m $54.1m $54.1m 5.09% Added +48.9k +48,856
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 596,796596.8k $26.2m $26.2m 0.00% Reduced -27.7k -27,720
6 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 534,555534.6k $23.5m $23.5m 0.14% Added +71.2k +71,184
7 Prestige Wealth Management Group LLC 3.59% of their portfolio FLEMINGTON, NJ 383,025383.0k $16.8m $16.8m 3.59% Reduced -43.1k -43,125
8 Legacy Financial Advisors, Inc. 2.61% of their portfolio COVINGTON, KY 355,696355.7k $15.6m $15.6m 2.61% Reduced -1.7k -1,714
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 312,609312.6k $13.7m $13.7m 0.00% Added +101.8k +101,797
10 COLUMBIA ADVISORY PARTNERS LLC 11.86% of their portfolio SPOKANE, WA 311,564311.6k $13.7m $13.7m 11.86% Added +46.0k +46,006
11 Ritter Daniher Financial Advisory LLC / DE 3.72% of their portfolio CINCINNATI, OH 310,863310.9k $13.6m $13.6m 3.72% Added +108.1k +108,092
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 307,222307.2k $13.5m $13.5m 0.01% Added +178.3k +178,312
13 GPS Wealth Strategies Group, LLC 1.58% of their portfolio CENTENNIAL, CO 267,122267.1k $11.7m $11.7m 1.58% Added +77.0k +77,016
14 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 251,239251.2k $11.0m $11.0m 0.05% Added +42.0k +42,022
15 Smartleaf Asset Management LLC 1.05% of their portfolio BOSTON, MA 246,654246.7k $10.8m $10.8m 1.05% Added +45.1k +45,133
16 Insight Advisors, LLC/ PA 1.78% of their portfolio Newtown, PA 231,455231.5k $10.2m $10.2m 1.78% Added +33.1k +33,104
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 191,743191.7k $8.4m $8.4m 0.01% Added +80.4k +80,428
18 Atria Investments, Inc 0.11% of their portfolio Charlotte, NC 187,171187.2k $8.2m $8.2m 0.11% Added +42.7k +42,733
19 tru Independence LLC 2.41% of their portfolio PORTLAND, OR 177,138177.1k $7.8m $7.8m 2.41% Added +22.0k +22,020
20 Etesian Wealth Advisors, Inc. 3.30% of their portfolio West Linn, OR 174,313174.3k $7.7m $7.7m 3.30% Added +74.7k +74,695
21 Oxinas Partners, LLC 4.40% of their portfolio JEFFERSONVILLE, IN 169,618169.6k $7.4m $7.4m 4.40% Added +61.7k +61,697
22 Concurrent Investment Advisors, LLC 0.15% of their portfolio Tampa, FL 135,930135.9k $6.0m $6.0m 0.15% New
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,974120.0k $5.3m $5.3m 0.00% Added +36.4k +36,390
24 Avestar Capital, LLC 0.47% of their portfolio New York, NY 111,371111.4k $4.9m $4.9m 0.47% Reduced -24.8k -24,762
25 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 87,32687.3k $3.8m $3.8m 0.01% Added +41.3k +41,297
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,87385.9k $3.8m $3.8m 0.01% Added +21.9k +21,898
27 LANARK FINANCIAL, INC. 0.29% of their portfolio BIRMINGHAM, AL 77,38777.4k $3.4m $3.4m 0.29% Added +77.3k +77,345
28 FLAGSHIP HARBOR ADVISORS, LLC 0.16% of their portfolio BOSTON, MA 67,75667.8k $3.0m $3.0m 0.16% Added +17.2k +17,244
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 64,47464.5k $2.8m $2.8m 0.00% Added +21.7k +21,709
30 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 63,30463.3k $2.8m $2.8m 0.01% Reduced -244 -244
31 Tempus Wealth Planning, LLC 0.76% of their portfolio IRVINE, CA 57,91357.9k $2.5m $2.5m 0.76% Reduced -11.8k -11,787
32 Herold Advisors, Inc. 0.51% of their portfolio New York, NY 52,51352.5k $2.3m $2.3m 0.51% Added +11.1k +11,108
33 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 48,18148.2k $2.1m $2.1m 0.04% Added +11.0k +10,978
34 Comprehensive Financial Consultants Institutional, Inc. 0.67% of their portfolio Bloomington, IN 42,61942.6k $1.9m $1.9m 0.67% Reduced -389 -389
35 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 38,86638.9k $1.7m $1.7m 0.01% Added +8.3k +8,270
36 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 38,28038.3k $1.7m $1.7m 0.07% Added +18.0k +18,032
37 L.M. KOHN & COMPANY 0.44% of their portfolio CINCINNATI, OH 38,23138.2k $1.7m $1.7m 0.44% Added +9.9k +9,880
38 Bison Wealth, LLC 0.16% of their portfolio ATLANTA, GA 38,19738.2k $1.7m $1.7m 0.16% Added +4.7k +4,681
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 37,96238.0k $1.7m $1.7m 0.00% Added +23.9k +23,880
40 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 35,53535.5k $1.6m $1.6m 0.03% Added +6.3k +6,305
41 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 32,30232.3k $1.4m $1.4m 0.04% Added +300 +300
42 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 27,45027.4k $1.2m $1.2m 0.04% Reduced -10.1k -10,065
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,50824.5k $1.1m $1.1m 0.00% New
44 TD Capital Management LLC 0.11% of their portfolio MEMPHIS, TN 24,49224.5k $1.1m $1.1m 0.11% Added +7.9k +7,895
45 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 23,17423.2k $1.0m $1.0m 0.01% Added +1.7k +1,660
46 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 23,04123.0k $1.0m $1.0m 0.03% Added +9.0k +8,959
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,21020.2k $887.3k $887.3k 0.00% Added +11.0k +11,020
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,54718.5k $814.0k $814.0k 0.00% New
49 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 17,43817.4k $765.6k $765.6k 0.02% Added +1.6k +1,550
50 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 15,70515.7k $689.4k $689.4k 0.03% New
51 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 15,62315.6k $685.9k $685.9k 0.02% Added +331 +331
52 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,52915.5k $682.0k $682.0k 0.00% Reduced -3.1k -3,141
53 Elm3 Financial Group, LLC 0.49% of their portfolio ALPHARETTA, GA 12,77112.8k $560.6k $560.6k 0.49% Reduced -8.6k -8,636
54 DRIVE WEALTH MANAGEMENT, LLC 0.13% of their portfolio LEHI, UT 12,65312.7k $555.5k $555.5k 0.13% Reduced -3.0k -3,015
55 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 12,56812.6k $551.7k $551.7k 0.00% Reduced -4.4k -4,389
56 Bravias Capital Group, LLC 0.44% of their portfolio ISELIN, NJ 12,34212.3k $541.8k $541.8k 0.44% Added +4.5k +4,515
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,13212.1k $532.6k $532.6k 0.00% New
58 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,32910.3k $453.0k $453.0k 0.01% Added +5.2k +5,175
59 D'Orazio & Associates, Inc. 0.06% of their portfolio VIENNA, VA 9,6599.7k $424.1k $424.1k 0.06% Unchanged
60 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 9,5799.6k $420.5k $420.5k 0.01% Added +866 +866
61 Millington Financial Advisors, LLC 0.24% of their portfolio NAPERVILLE, IL 9,1489.1k $390.0k $390.0k 0.24% Unchanged
62 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,5268.5k $374.3k $374.3k 0.00% Unchanged
63 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,8957.9k $346.6k $346.6k 0.00% New
64 Farrell Financial LLC 0.24% of their portfolio ORCHARD PARK, NY 7,5507.5k $331.5k $331.5k 0.24% Added +2.7k +2,731
65 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 7,1897.2k $315.6k $315.6k 0.00% Added +616 +616
66 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,1787.2k $315.1k $315.1k 0.00% Added +2.5k +2,477
67 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,9917.0k $306.9k $306.9k 0.00% Reduced -361 -361
68 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 6,9647.0k $305.7k $305.7k 0.02% Reduced -498 -498
69 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 6,3506.3k $278.8k $278.8k 0.01% New
70 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,7855.8k $253.9k $253.9k 0.01% New
71 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 5,7015.7k $250.3k $250.3k 0.01% Added +1.2k +1,163
72 KPP Advisory Services LLC 0.05% of their portfolio Louisville, KY 5,6495.6k $248.0k $248.0k 0.05% Added +1.2k +1,236
73 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 5,3965.4k $236.9k $236.9k 0.03% New
74 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,3525.4k $235.0k $235.0k 0.01% Added +839 +839
75 United Advisor Group, LLC 0.05% of their portfolio CINCINNATI, OH 5,2815.3k $231.8k $231.8k 0.05% New
76 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,2605.3k $230.9k $230.9k 0.01% First filing
77 Royal Harbor Partners, LLC 0.09% of their portfolio HOUSTON, TX 5,2045.2k $228.5k $228.5k 0.09% Added +372 +372
78 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 5,0715.1k $222.6k $222.6k 0.03% Reduced -926 -926
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,0595.1k $222.0k $222.0k 0.00% Reduced -145 -145
80 Founders Financial Alliance, LLC 0.05% of their portfolio RALEIGH, NC 4,5854.6k $201.3k $201.3k 0.05% Added +2.0k +1,951
81 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 4,5804.6k $201.0k $201.0k 0.05% Added +304 +304
82 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,7253.7k $163.5k $163.5k 0.01% New
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,4102.4k $105.8k $105.8k 0.00% Reduced -803 -803
84 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1872.2k $96.0k $96.0k 0.00% Added +1.4k +1,353
85 TUCKER ASSET MANAGEMENT LLC 0.02% of their portfolio LITTLETON, CO 1,6811.7k $73.8k $73.8k 0.02% Unchanged
86 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,4381.4k $63.1k $63.1k 0.01% Unchanged
87 Runnymede Capital Advisors, Inc. 0.06% of their portfolio DUBLIN, OH 1,3211.3k $58.0k $58.0k 0.06% Unchanged
88 BlackRock, Inc. 0.00% of their portfolio New York, NY 783783 $34.4k $34.4k 0.00% Reduced -841 -841
89 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 590590 $25.9k $25.9k 0.00% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 412412 $18.1k $18.1k 0.00% New
91 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 400400 $17.6k $17.6k 0.00% Added +290 +290
92 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 400400 $17.6k $17.6k 0.00% Unchanged
93 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 400400 $17.6k $17.6k 0.00% New
94 Covestor Ltd 0.01% of their portfolio LONDON, X0 304304 $13.0k $13.0k 0.01% Added +83 +83
95 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 280280 $12.3k $12.3k 0.00% Unchanged
96 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 268268 $11.8k $11.8k 0.00% New
97 COMERICA BANK 0.00% of their portfolio DALLAS, TX 235235 $10.3k $10.3k 0.00% New
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 3333 $1.6k $1.6k 0.00% Unchanged
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged