Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

115 institutional holders +13 vs Q2 2025
24,671,35624.7m shares reported held*
$1.4bnreported value*
22 new 49 added 33 reduced 6 sold out net bought ≈ $205.6m (+3.6m 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 ≈ $57.34.

Trends to Q3 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: 102Q3 25: 115115Q4 22Q3 23Q2 24Q1 25Q3 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
Q3 2025115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 66 bought or addedQ2 25: 38 cut or sold outQ3 25: 71 bought or addedQ3 25: 39 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023193
Q1 2024417
Q2 20244812
Q3 20246012
Q4 20246325
Q1 20256929
Q2 20256638
Q3 20257139

Biggest buyers

HighTower Advisors, LLC Added +1,317,154+1.3m
BANK OF AMERICA CORP /DE/ Added +908,416+908.4k
LPL Financial LLC Added +534,861+534.9k
Retirement Planning Group, LLC Added +344,356+344.4k
FLYNN ZITO CAPITAL MANAGEMENT, LLC New +215,906+215.9k
Sound Income Strategies, LLC New +102,870+102.9k
AMERIPRISE FINANCIAL INC New +97,891+97.9k
Sunbelt Securities, Inc. New +83,421+83.4k
ENVESTNET ASSET MANAGEMENT INC Added +78,497+78.5k
Sanctuary Advisors, LLC Added +63,893+63.9k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -86,761-86.8k
RVW Wealth, LLC Reduced -69,097-69.1k
RAYMOND JAMES FINANCIAL INC Reduced -56,972-57.0k
MML INVESTORS SERVICES, LLC Reduced -48,369-48.4k
L.M. KOHN & COMPANY Sold out -39,614-39.6k
ROYAL BANK OF CANADA Reduced -34,727-34.7k
Bison Wealth, LLC Sold out -34,526-34.5k
Private Advisor Group, LLC Reduced -30,094-30.1k
Kestra Advisory Services, LLC Reduced -26,220-26.2k
Cambridge Investment Research Advisors, Inc. Reduced -25,118-25.1k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Retirement Planning Group, LLC 8.15% of their portfolio LEAWOOD, KS 4,093,9764.1m $234.8m $234.8m 8.15% Added +344.4k +344,356
2 HighTower Advisors, LLC 0.22% of their portfolio CHICAGO, IL 3,356,9883.4m $192.6m $192.6m 0.22% Added +1.3m +1,317,154
3 TRUST POINT INC. 12.22% of their portfolio LA CROSSE, WI 2,637,7542.6m $151.3m $151.3m 12.22% Added +7.8k +7,838
4 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,587,5792.6m $148.4m $148.4m 0.04% Added +534.9k +534,861
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,261,4992.3m $129.7m $129.7m 0.01% Added +44.7k +44,676
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,546,7331.5m $88.7m $88.7m 0.01% Added +908.4k +908,416
7 RVW Wealth, LLC 5.22% of their portfolio LOS ANGELES, CA 1,164,7111.2m $66.8m $66.8m 5.22% Reduced -69.1k -69,097
8 Private Advisor Group, LLC 0.25% of their portfolio MORRISTOWN, NJ 900,613900.6k $51.7m $51.7m 0.25% Reduced -30.1k -30,094
9 Prestige Wealth Management Group LLC 4.24% of their portfolio FLEMINGTON, NJ 382,726382.7k $22.0m $22.0m 4.24% Reduced -9.0k -8,977
10 COLUMBIA ADVISORY PARTNERS LLC 14.36% of their portfolio SPOKANE, WA 362,017362.0k $20.8m $20.8m 14.36% Reduced -4.7k -4,672
11 Legacy Financial Advisors, Inc. 2.74% of their portfolio COVINGTON, KY 346,961347.0k $19.9m $19.9m 2.74% Reduced -7.2k -7,243
12 Ritter Daniher Financial Advisory LLC / DE 3.19% of their portfolio CINCINNATI, OH 316,039316.0k $18.1m $18.1m 3.19% Added +15.6k +15,569
13 GPS Wealth Strategies Group, LLC 1.83% of their portfolio CENTENNIAL, CO 302,051302.1k $17.3m $17.3m 1.83% Added +17.7k +17,712
14 Insight Advisors, LLC/ PA 2.42% of their portfolio Newtown, PA 275,472275.5k $15.8m $15.8m 2.42% Reduced -80 -80
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 267,838267.8k $15.4m $15.4m 0.01% Added +6.2k +6,159
16 Smartleaf Asset Management LLC 0.91% of their portfolio BOSTON, MA 257,369257.4k $14.7m $14.7m 0.91% Reduced -9.4k -9,389
17 Etesian Wealth Advisors, Inc. 4.77% of their portfolio West Linn, OR 251,764251.8k $14.4m $14.4m 4.77% Added +26.4k +26,388
18 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 248,726248.7k $14.3m $14.3m 0.07% Reduced -26.2k -26,220
19 FLYNN ZITO CAPITAL MANAGEMENT, LLC 4.58% of their portfolio GARDEN CITY, NY 215,906215.9k $12.4m $12.4m 4.58% New
20 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 192,958193.0k $11.1m $11.1m 0.13% Added +1.1k +1,142
21 tru Independence LLC 2.67% of their portfolio PORTLAND, OR 179,080179.1k $10.3m $10.3m 2.67% Added +3.0k +2,993
22 Oxinas Partners, LLC 5.27% of their portfolio JEFFERSONVILLE, IN 171,452171.5k $9.8m $9.8m 5.27% Added +3.3k +3,346
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 151,377151.4k $8.7m $8.7m 0.00% Reduced -1.5k -1,479
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 148,653148.7k $8.5m $8.5m 0.00% Added +78.5k +78,497
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 144,020144.0k $8.3m $8.3m 0.00% Reduced -57.0k -56,972
26 Sound Income Strategies, LLC 0.33% of their portfolio FT LAUDERDALE, FL 102,870102.9k $6.0m $6.0m 0.33% New
27 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 102,575102.6k $5.9m $5.9m 0.10% Reduced -21.7k -21,696
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 97,89197.9k $5.6m $5.6m 0.00% New
29 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 88,84988.8k $4.5m $4.5m 0.01% Added +63.9k +63,893
30 LANARK FINANCIAL, INC. 0.39% of their portfolio BIRMINGHAM, AL 87,36187.4k $5.0m $5.0m 0.39% Added +8.0k +8,001
31 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 85,75585.8k $4.9m $4.9m 0.01% Added +3.8k +3,819
32 Sunbelt Securities, Inc. 0.33% of their portfolio HOUSTON, TX 83,42183.4k $4.8m $4.8m 0.33% New
33 CWM, LLC 0.01% of their portfolio OMAHA, NE 76,07576.1k $4.4m $4.4m 0.01% Added +17.4k +17,409
34 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 75,00875.0k $4.3m $4.3m 0.07% Added +11.5k +11,483
35 Avestar Capital, LLC 0.29% of their portfolio New York, NY 71,79071.8k $4.1m $4.1m 0.29% Reduced -2.8k -2,839
36 FLAGSHIP HARBOR ADVISORS, LLC 0.15% of their portfolio BOSTON, MA 60,99661.0k $3.5m $3.5m 0.15% Added +381 +381
37 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 58,45558.5k $3.4m $3.4m 0.01% Reduced -25.1k -25,118
38 MGO ONE SEVEN LLC 0.08% of their portfolio Beachwood, OH 57,00957.0k $3.3m $3.3m 0.08% Added +4.4k +4,424
39 Herold Advisors, Inc. 0.69% of their portfolio New York, NY 52,02252.0k $3.0m $3.0m 0.69% Added +3.1k +3,092
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 46,99047.0k $2.7m $2.7m 0.00% Added +6.2k +6,227
41 Comprehensive Financial Consultants Institutional, Inc. 0.81% of their portfolio Bloomington, IN 45,36845.4k $2.6m $2.6m 0.81% Added +3.9k +3,919
42 TD Capital Management LLC 0.21% of their portfolio MEMPHIS, TN 40,77340.8k $2.3m $2.3m 0.21% Added +8.1k +8,064
43 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 39,63539.6k $2.3m $2.3m 0.01% Reduced -48.4k -48,369
44 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 37,45237.5k $2.1m $2.1m 0.02% Added +8.0k +8,029
45 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 35,26335.3k $2.0m $2.0m 0.03% New
46 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 33,87233.9k $1.9m $1.9m 0.04% Reduced -1.3k -1,346
47 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 30,46830.5k $1.7m $1.7m 0.04% Added +5.2k +5,170
48 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 30,14330.1k $1.7m $1.7m 0.02% Reduced -2.2k -2,212
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,34828.3k $1.6m $1.6m 0.00% Added +25.7k +25,743
50 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 27,13227.1k $1.6m $1.6m 0.00% New
51 Bravias Capital Group, LLC 0.97% of their portfolio ISELIN, NJ 25,18725.2k $1.4m $1.4m 0.97% Added +6.3k +6,307
52 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 21,54821.5k $1.2m $1.2m 0.05% Added +4.1k +4,144
53 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 20,01320.0k $1.1m $1.1m 0.02% Added +2.2k +2,212
54 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 17,67317.7k $1.0m $1.0m 0.02% Reduced -1.6k -1,638
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,34015.3k $880.0k $880.0k 0.00% Reduced -86.8k -86,761
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 13,48513.5k $773.5k $773.5k 0.05% Added +6.7k +6,674
57 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,32913.3k $764.6k $764.6k 0.00% Reduced -170 -170
58 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,44211.4k $656.0k $656.0k 0.01% Added +1.4k +1,363
59 Farrell Financial LLC 0.41% of their portfolio ORCHARD PARK, NY 11,37311.4k $652.4k $652.4k 0.41% Added +1.2k +1,158
60 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 11,22711.2k $644.0k $644.0k 0.09% Added +1.4k +1,439
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,69810.7k $613.6k $613.6k 0.00% Added +724 +724
62 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,29210.3k $590.3k $590.3k 0.01% Added +2.9k +2,923
63 Gateway Wealth Partners, LLC 0.08% of their portfolio APPLETON, WI 9,8999.9k $567.8k $567.8k 0.08% Added +3.2k +3,227
64 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 9,5939.6k $550.3k $550.3k 0.03% Added +3.9k +3,904
65 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,3959.4k $538.9k $538.9k 0.00% New
66 Soltis Investment Advisors LLC 0.04% of their portfolio ST. GEORGE, UT 9,2569.3k $530.9k $530.9k 0.04% New
67 Intrua Financial, LLC 0.06% of their portfolio Houston, TX 9,1739.2k $526.1k $526.1k 0.06% New
68 Millington Financial Advisors, LLC 0.25% of their portfolio NAPERVILLE, IL 9,0789.1k $521.4k $521.4k 0.25% Reduced -70 -70
69 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,7668.8k $502.8k $502.8k 0.00% Added +324 +324
70 WIN ADVISORS, INC 0.24% of their portfolio PALM BEACH GARDENS, FL 8,6088.6k $493.8k $493.8k 0.24% Reduced -19 -19
71 Empirical Asset Management, LLC 0.13% of their portfolio WELLESLEY, MA 8,2328.2k $472.2k $472.2k 0.13% Added +1.1k +1,082
72 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 7,6497.6k $438.7k $438.7k 0.07% Reduced -649 -649
73 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 7,1337.1k $409.1k $409.1k 0.01% Added +838 +838
74 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,0207.0k $402.6k $402.6k 0.02% Reduced -6 -6
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,8576.9k $393.3k $393.3k 0.00% Added +2.4k +2,434
76 Elm3 Financial Group, LLC 0.29% of their portfolio ALPHARETTA, GA 6,2416.2k $358.0k $358.0k 0.29% Reduced -2.8k -2,768
77 Legacy Advisors, LLC 0.04% of their portfolio PLYMOUTH MEETING, PA 6,2256.2k $357.1k $357.1k 0.04% New
78 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,2096.2k $356.0k $356.0k 0.00% New
79 D'Orazio & Associates, Inc. 0.05% of their portfolio VIENNA, VA 6,0696.1k $348.1k $348.1k 0.05% Unchanged
80 Founders Financial Alliance, LLC 0.06% of their portfolio RALEIGH, NC 5,9566.0k $341.6k $341.6k 0.06% Added +490 +490
81 Enclave Advisors LLC 0.05% of their portfolio AUSTIN, TX 5,9355.9k $340.4k $340.4k 0.05% New
82 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,9215.9k $339.6k $339.6k 0.00% Reduced -2.0k -1,974
83 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,6085.6k $321.7k $321.7k 0.01% Unchanged
84 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,5065.5k $315.8k $315.8k 0.00% Reduced -2.2k -2,243
85 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 5,2435.2k $300.7k $300.7k 0.03% Reduced -241 -241
86 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,2425.2k $300.7k $300.7k 0.00% New
87 Tempus Wealth Planning, LLC 0.07% of their portfolio IRVINE, CA 5,0115.0k $287.4k $287.4k 0.07% Reduced -177 -177
88 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,6244.6k $265.2k $265.2k 0.00% New
89 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 4,6154.6k $264.7k $264.7k 0.01% New
90 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 4,5794.6k $262.7k $262.7k 0.01% Reduced -8.3k -8,312
91 Royal Harbor Partners, LLC 0.09% of their portfolio HOUSTON, TX 4,5384.5k $260.3k $260.3k 0.09% Reduced -544 -544
92 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 4,5054.5k $258.4k $258.4k 0.01% Reduced -20 -20
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,1004.1k $235.2k $235.2k 0.00% New
94 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,7783.8k $216.7k $216.7k 0.00% New
95 Lantern Wealth Advisors, LLC 0.11% of their portfolio MELVILLE, NY 3,7703.8k $216.2k $216.2k 0.11% New
96 FMR LLC 0.00% of their portfolio BOSTON, MA 3,0303.0k $173.8k $173.8k 0.00% Added +1.9k +1,909
97 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 1,9822.0k $114.0k $114.0k 0.01% New
98 TUCKER ASSET MANAGEMENT LLC 0.03% of their portfolio LITTLETON, CO 1,6811.7k $96.4k $96.4k 0.03% Unchanged
99 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 1,1111.1k $63.7k $63.7k 0.01% Added +664 +664
100 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 951951 $54.6k $54.6k 0.00% Unchanged