Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

102 institutional holders +3 vs Q1 2025
24,476,31424.5m shares reported held*
$1.3bnreported value*
13 new 53 added 27 reduced 11 sold out net bought ≈ $453.5m (+8.6m 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 ≈ $52.55.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q4 22: 3Q1 23: 3Q2 23: 8Q3 23: 10Q4 23: 24Q1 24: 48Q2 24: 61Q3 24: 78Q4 24: 91Q1 25: 99Q2 25: 102102Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 20223
Q1 20233
Q2 20238
Q3 202310
Q4 202324
Q1 202448
Q2 202461
Q3 202478
Q4 202491
Q1 202599
Q2 2025102

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 7 bought or addedQ3 23: 3 cut or sold outQ4 23: 19 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 41 bought or addedQ1 24: 7 cut or sold outQ2 24: 48 bought or addedQ2 24: 12 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 12 cut or sold outQ4 24: 63 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 69 bought or addedQ1 25: 29 cut or sold outQ2 25: 66 bought or addedQ2 25: 38 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202373
Q4 2023193
Q1 2024417
Q2 20244812
Q3 20246012
Q4 20246325
Q1 20256929
Q2 20256638

Biggest buyers

Smith Anglin Financial, LLC New +3,394,147+3.4m
HighTower Advisors, LLC New +2,039,834+2.0m
MORGAN STANLEY Added +1,904,214+1.9m
LPL Financial LLC Added +502,095+502.1k
Retirement Planning Group, LLC Added +407,979+408.0k
Private Advisor Group, LLC Added +396,152+396.2k
MML INVESTORS SERVICES, LLC Added +72,475+72.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +69,936+69.9k
COLUMBIA ADVISORY PARTNERS LLC Added +55,125+55.1k
CWM, LLC Added +53,607+53.6k

Biggest sellers

TRUST POINT INC. Reduced -344,207-344.2k
RAYMOND JAMES FINANCIAL INC Reduced -106,230-106.2k
Tempus Wealth Planning, LLC Reduced -52,725-52.7k
Avestar Capital, LLC Reduced -36,742-36.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -20,210-20.2k
IHT Wealth Management, LLC Sold out -15,623-15.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,534-14.5k
Sanctuary Advisors, LLC Reduced -13,910-13.9k
Concurrent Investment Advisors, LLC Reduced -11,659-11.7k
Ritter Daniher Financial Advisory LLC / DE Reduced -10,393-10.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Retirement Planning Group, LLC 8.38% of their portfolio LEAWOOD, KS 3,749,6203.7m $197.0m $197.0m 8.38% Added +408.0k +407,979
2 Smith Anglin Financial, LLC 16.15% of their portfolio DALLAS, TX 3,394,1473.4m $178.4m $178.4m 16.15% New
3 TRUST POINT INC. 13.03% of their portfolio LA CROSSE, WI 2,629,9162.6m $138.2m $138.2m 13.03% Reduced -344.2k -344,207
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,216,8232.2m $116.5m $116.5m 0.01% Added +1.9m +1,904,214
5 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,052,7182.1m $107.9m $107.9m 0.04% Added +502.1k +502,095
6 HighTower Advisors, LLC 0.13% of their portfolio CHICAGO, IL 2,039,8342.0m $107.2m $107.2m 0.13% New
7 RVW Wealth, LLC 5.50% of their portfolio LOS ANGELES, CA 1,233,8081.2m $64.8m $64.8m 5.50% Added +2.1k +2,116
8 Private Advisor Group, LLC 0.26% of their portfolio MORRISTOWN, NJ 930,707930.7k $48.9m $48.9m 0.26% Added +396.2k +396,152
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 638,317638.3k $33.5m $33.5m 0.00% Added +41.5k +41,521
10 Prestige Wealth Management Group LLC 4.20% of their portfolio FLEMINGTON, NJ 391,703391.7k $20.6m $20.6m 4.20% Added +8.7k +8,678
11 COLUMBIA ADVISORY PARTNERS LLC 14.59% of their portfolio SPOKANE, WA 366,689366.7k $19.3m $19.3m 14.59% Added +55.1k +55,125
12 Legacy Financial Advisors, Inc. 2.91% of their portfolio COVINGTON, KY 354,204354.2k $18.6m $18.6m 2.91% Reduced -1.5k -1,492
13 Ritter Daniher Financial Advisory LLC / DE 3.88% of their portfolio CINCINNATI, OH 300,470300.5k $15.8m $15.8m 3.88% Reduced -10.4k -10,393
14 GPS Wealth Strategies Group, LLC 1.72% of their portfolio CENTENNIAL, CO 284,339284.3k $14.9m $14.9m 1.72% Added +17.2k +17,217
15 Insight Advisors, LLC/ PA 2.33% of their portfolio Newtown, PA 275,552275.6k $14.5m $14.5m 2.33% Added +44.1k +44,097
16 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 274,946274.9k $14.4m $14.4m 0.07% Added +23.7k +23,707
17 Smartleaf Asset Management LLC 1.23% of their portfolio BOSTON, MA 266,758266.8k $13.9m $13.9m 1.23% Added +20.1k +20,104
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 261,679261.7k $13.8m $13.8m 0.01% Added +69.9k +69,936
19 Etesian Wealth Advisors, Inc. 4.42% of their portfolio West Linn, OR 225,376225.4k $11.8m $11.8m 4.42% Added +51.1k +51,063
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 200,992201.0k $10.6m $10.6m 0.00% Reduced -106.2k -106,230
21 Atria Investments, Inc 0.12% of their portfolio Charlotte, NC 191,816191.8k $10.1m $10.1m 0.12% Added +4.6k +4,645
22 tru Independence LLC 2.68% of their portfolio PORTLAND, OR 176,087176.1k $9.3m $9.3m 2.68% Reduced -1.1k -1,051
23 Oxinas Partners, LLC 4.53% of their portfolio JEFFERSONVILLE, IN 168,106168.1k $8.8m $8.8m 4.53% Reduced -1.5k -1,512
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 152,856152.9k $8.0m $8.0m 0.00% Added +32.9k +32,882
25 Concurrent Investment Advisors, LLC 0.13% of their portfolio Tampa, FL 124,271124.3k $6.5m $6.5m 0.13% Reduced -11.7k -11,659
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 102,101102.1k $5.4m $5.4m 0.01% Added +14.8k +14,775
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 88,00488.0k $4.6m $4.6m 0.01% Added +72.5k +72,475
28 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 83,57383.6k $4.4m $4.4m 0.01% Reduced -2.3k -2,300
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 81,93681.9k $4.3m $4.3m 0.01% Added +18.6k +18,632
30 LANARK FINANCIAL, INC. 0.34% of their portfolio BIRMINGHAM, AL 79,36079.4k $4.2m $4.2m 0.34% Added +2.0k +1,973
31 Avestar Capital, LLC 0.29% of their portfolio New York, NY 74,62974.6k $3.9m $3.9m 0.29% Reduced -36.7k -36,742
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 70,15670.2k $3.7m $3.7m 0.00% Added +5.7k +5,682
33 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 63,52563.5k $3.3m $3.3m 0.06% Added +15.3k +15,344
34 FLAGSHIP HARBOR ADVISORS, LLC 0.15% of their portfolio BOSTON, MA 60,61560.6k $3.2m $3.2m 0.15% Reduced -7.1k -7,141
35 CWM, LLC 0.01% of their portfolio OMAHA, NE 58,66658.7k $3.1m $3.1m 0.01% Added +53.6k +53,607
36 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 52,58552.6k $2.8m $2.8m 0.09% Added +14.3k +14,305
37 Herold Advisors, Inc. 0.54% of their portfolio New York, NY 48,93048.9k $2.6m $2.6m 0.54% Reduced -3.6k -3,583
38 Comprehensive Financial Consultants Institutional, Inc. 0.71% of their portfolio Bloomington, IN 41,44941.4k $2.2m $2.2m 0.71% Reduced -1.2k -1,170
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 40,76340.8k $2.1m $2.1m 0.00% Added +2.8k +2,801
40 L.M. KOHN & COMPANY 0.56% of their portfolio CINCINNATI, OH 39,61439.6k $2.1m $2.1m 0.56% Added +1.4k +1,383
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 35,42435.4k $1.9m $1.9m 0.00% Added +16.9k +16,877
42 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 35,21835.2k $1.9m $1.9m 0.04% Added +2.9k +2,916
43 Bison Wealth, LLC 0.14% of their portfolio ATLANTA, GA 34,52634.5k $1.8m $1.8m 0.14% Reduced -3.7k -3,671
44 TD Capital Management LLC 0.16% of their portfolio MEMPHIS, TN 32,70932.7k $1.7m $1.7m 0.16% Added +8.2k +8,217
45 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 32,35532.4k $1.7m $1.7m 0.02% Reduced -3.2k -3,180
46 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 29,42329.4k $1.5m $1.5m 0.01% Added +6.2k +6,249
47 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 25,29825.3k $1.3m $1.3m 0.03% Added +2.3k +2,257
48 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,95625.0k $1.3m $1.3m 0.01% Reduced -13.9k -13,910
49 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 19,31119.3k $1.0m $1.0m 0.03% Reduced -8.1k -8,139
50 Bravias Capital Group, LLC 0.73% of their portfolio ISELIN, NJ 18,88018.9k $992.1k $992.1k 0.73% Added +6.5k +6,538
51 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 17,80117.8k $935.5k $935.5k 0.02% Added +363 +363
52 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 17,40417.4k $914.6k $914.6k 0.04% Added +1.7k +1,699
53 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,49913.5k $709.4k $709.4k 0.00% Added +931 +931
54 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 12,89112.9k $677.4k $677.4k 0.03% Added +7.6k +7,631
55 DRIVE WEALTH MANAGEMENT, LLC 0.15% of their portfolio LEHI, UT 12,77312.8k $671.2k $671.2k 0.15% Added +120 +120
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,92311.9k $626.6k $626.6k 0.00% Reduced -209 -209
57 Farrell Financial LLC 0.36% of their portfolio ORCHARD PARK, NY 10,21510.2k $536.8k $536.8k 0.36% Added +2.7k +2,665
58 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 10,07910.1k $530.0k $530.0k 0.00% Reduced -250 -250
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,97410.0k $524.1k $524.1k 0.00% Reduced -14.5k -14,534
60 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 9,7889.8k $514.4k $514.4k 0.09% Added +4.5k +4,507
61 Millington Financial Advisors, LLC 0.25% of their portfolio NAPERVILLE, IL 9,1489.1k $491.7k $491.7k 0.25% Unchanged
62 Elm3 Financial Group, LLC 0.39% of their portfolio ALPHARETTA, GA 9,0099.0k $473.4k $473.4k 0.39% Reduced -3.8k -3,762
63 WIN ADVISORS, INC 0.22% of their portfolio PALM BEACH GARDENS, FL 8,6278.6k $453.3k $453.3k 0.22% New
64 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,4428.4k $443.6k $443.6k 0.00% Reduced -84 -84
65 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 8,2988.3k $436.1k $436.1k 0.07% Added +2.6k +2,649
66 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,8957.9k $414.9k $414.9k 0.00% Unchanged
67 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 7,7497.7k $407.2k $407.2k 0.01% New
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,4257.4k $390.2k $390.2k 0.00% New
69 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 7,3697.4k $387.2k $387.2k 0.01% Added +1.6k +1,584
70 Empirical Asset Management, LLC 0.12% of their portfolio WELLESLEY, MA 7,1507.2k $375.7k $375.7k 0.12% New
71 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,0267.0k $369.2k $369.2k 0.02% Added +62 +62
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 6,8116.8k $357.9k $357.9k 0.03% Added +3.1k +3,086
73 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 6,7796.8k $356.2k $356.2k 0.00% Reduced -212 -212
74 Gateway Wealth Partners, LLC 0.07% of their portfolio APPLETON, WI 6,6726.7k $350.6k $350.6k 0.07% Added +2.1k +2,092
75 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,2956.3k $330.8k $330.8k 0.01% Added +594 +594
76 D'Orazio & Associates, Inc. 0.05% of their portfolio VIENNA, VA 6,0696.1k $318.9k $318.9k 0.05% Reduced -3.6k -3,590
77 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 5,6895.7k $299.0k $299.0k 0.02% New
78 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,6085.6k $294.7k $294.7k 0.01% Added +256 +256
79 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 5,4845.5k $288.2k $288.2k 0.03% Added +88 +88
80 Founders Financial Alliance, LLC 0.07% of their portfolio RALEIGH, NC 5,4665.5k $287.2k $287.2k 0.07% Added +881 +881
81 Tempus Wealth Planning, LLC 0.07% of their portfolio IRVINE, CA 5,1885.2k $272.6k $272.6k 0.07% Reduced -52.7k -52,725
82 Royal Harbor Partners, LLC 0.10% of their portfolio HOUSTON, TX 5,0825.1k $267.1k $267.1k 0.10% Reduced -122 -122
83 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 4,5254.5k $237.8k $237.8k 0.01% Reduced -1.8k -1,825
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,4234.4k $232.4k $232.4k 0.00% New
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,6052.6k $136.9k $136.9k 0.00% Added +195 +195
86 TUCKER ASSET MANAGEMENT LLC 0.03% of their portfolio LITTLETON, CO 1,6811.7k $88.3k $88.3k 0.03% Unchanged
87 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1211.1k $58.9k $58.9k 0.00% Reduced -1.1k -1,066
88 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 951951 $50.0k $50.0k 0.00% New
89 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 677677 $35.4k $35.4k 0.00% New
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 629629 $33.1k $33.1k 0.00% Added +217 +217
91 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 590590 $31.0k $31.0k 0.00% Unchanged
92 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 570570 $30.0k $30.0k 0.00% New
93 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 525525 $27.6k $27.6k 0.00% New
94 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 447447 $23.5k $23.5k 0.00% New
95 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 400400 $21.0k $21.0k 0.00% Unchanged
96 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 400400 $21.0k $21.0k 0.00% Unchanged
97 Covestor Ltd 0.01% of their portfolio LONDON, X0 357357 $19.0k $19.0k 0.01% Added +53 +53
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 337337 $17.7k $17.7k 0.00% Added +69 +69
99 Glen Eagle Advisors, LLC 0.00% of their portfolio KINGSTON, NJ 280280 $14.7k $14.7k 0.00% Unchanged
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 240240 $12.6k $12.6k 0.00% Added +5 +5