Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

135 institutional holders +20 vs Q3 2025
28,036,08028.0m shares reported held*
$1.6bnreported value*
19 new 64 added 33 reduced 8 sold out net bought ≈ $160.8m (+2.7m 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 ≈ $58.67.

Trends to Q4 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: 115Q4 25: 135135Q4 22Q3 23Q2 24Q1 25Q4 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
Q4 2025135

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 71 bought or addedQ3 25: 39 cut or sold outQ4 25: 83 bought or addedQ4 25: 41 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024417
Q2 20244812
Q3 20246012
Q4 20246325
Q1 20256929
Q2 20256638
Q3 20257139
Q4 20258341

Biggest buyers

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Added +718,849+718.8k
Horizon Wealth Management, LLC New +514,956+515.0k
OSAIC HOLDINGS, INC. Added +327,521+327.5k
Cetera Investment Advisers Added +285,623+285.6k
Private Advisor Group, LLC Added +252,862+252.9k
LPL Financial LLC Added +230,242+230.2k
Retirement Planning Group, LLC Added +120,233+120.2k
HighTower Advisors, LLC Added +117,413+117.4k
Rockefeller Capital Management L.P. Added +95,260+95.3k
MORGAN STANLEY Added +83,191+83.2k

Biggest sellers

GPS Wealth Strategies Group, LLC Reduced -293,089-293.1k
RVW Wealth, LLC Reduced -82,591-82.6k
Sanctuary Advisors, LLC Reduced -64,728-64.7k
TRUIST FINANCIAL CORP Reduced -23,117-23.1k
Legacy Financial Advisors, Inc. Reduced -18,817-18.8k
TRUST POINT INC. Reduced -17,417-17.4k
D.A. DAVIDSON & CO. Sold out -13,329-13.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -12,595-12.6k
AMERIPRISE FINANCIAL INC Reduced -11,569-11.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -10,912-10.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Retirement Planning Group, LLC 8.12% of their portfolio LEAWOOD, KS 4,214,2094.2m $247.2m $247.2m 8.12% Added +120.2k +120,233
2 HighTower Advisors, LLC 0.22% of their portfolio CHICAGO, IL 3,474,4013.5m $203.8m $203.8m 0.22% Added +117.4k +117,413
3 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 2,817,8212.8m $165.3m $165.3m 0.05% Added +230.2k +230,242
4 TRUST POINT INC. 12.14% of their portfolio LA CROSSE, WI 2,620,3372.6m $153.7m $153.7m 12.14% Reduced -17.4k -17,417
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,344,6902.3m $137.6m $137.6m 0.01% Added +83.2k +83,191
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,574,5151.6m $92.4m $92.4m 0.01% Added +27.8k +27,782
7 Private Advisor Group, LLC 0.32% of their portfolio MORRISTOWN, NJ 1,153,4751.2m $67.7m $67.7m 0.32% Added +252.9k +252,862
8 RVW Wealth, LLC 4.85% of their portfolio LOS ANGELES, CA 1,082,1201.1m $63.5m $63.5m 4.85% Reduced -82.6k -82,591
9 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.76% of their portfolio Seattle, WA 723,464723.5k $42.4m $42.4m 0.76% Added +718.8k +718,849
10 Horizon Wealth Management, LLC 4.69% of their portfolio LA GRANGE, IL 514,956515.0k $30.2m $30.2m 4.69% New
11 COLUMBIA ADVISORY PARTNERS LLC 16.09% of their portfolio SPOKANE, WA 402,504402.5k $23.6m $23.6m 16.09% Added +40.5k +40,487
12 Prestige Wealth Management Group LLC 4.28% of their portfolio FLEMINGTON, NJ 382,611382.6k $22.4m $22.4m 4.28% Reduced -115 -115
13 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 374,511374.5k $22.0m $22.0m 0.03% Added +327.5k +327,521
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 371,378371.4k $21.8m $21.8m 0.02% Added +285.6k +285,623
15 Legacy Financial Advisors, Inc. 2.66% of their portfolio COVINGTON, KY 328,144328.1k $19.3m $19.3m 2.66% Reduced -18.8k -18,817
16 Ritter Daniher Financial Advisory LLC / DE 3.05% of their portfolio CINCINNATI, OH 309,705309.7k $18.2m $18.2m 3.05% Reduced -6.3k -6,334
17 Etesian Wealth Advisors, Inc. 5.25% of their portfolio West Linn, OR 285,340285.3k $16.7m $16.7m 5.25% Added +33.6k +33,576
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 283,701283.7k $16.6m $16.6m 0.01% Added +15.9k +15,863
19 Insight Advisors, LLC/ PA 2.44% of their portfolio Newtown, PA 275,021275.0k $16.1m $16.1m 2.44% Reduced -451 -451
20 Smartleaf Asset Management LLC 0.59% of their portfolio BOSTON, MA 261,909261.9k $15.5m $15.5m 0.59% Added +4.5k +4,540
21 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 256,351256.4k $15.0m $15.0m 0.06% Added +7.6k +7,625
22 Quattro Advisors LLC 11.89% of their portfolio PITTSBURGH, PA 253,502253.5k $14.9m $14.9m 11.89% First filing
23 RESOLUTE CAPITAL, LLC 5.37% of their portfolio GREENVILLE, SC 218,948218.9k $12.8m $12.8m 5.37% First filing
24 FLYNN ZITO CAPITAL MANAGEMENT, LLC 4.49% of their portfolio GARDEN CITY, NY 213,896213.9k $12.5m $12.5m 4.49% Reduced -2.0k -2,010
25 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 195,959196.0k $11.5m $11.5m 0.13% Added +3.0k +3,001
26 tru Independence LLC 2.71% of their portfolio PORTLAND, OR 183,393183.4k $10.8m $10.8m 2.71% Added +4.3k +4,313
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 175,772175.8k $10.3m $10.3m 0.00% Added +24.4k +24,395
28 Oxinas Partners, LLC 4.93% of their portfolio JEFFERSONVILLE, IN 174,525174.5k $10.2m $10.2m 4.93% Added +3.1k +3,073
29 Sound Income Strategies, LLC 0.47% of their portfolio FT LAUDERDALE, FL 167,464167.5k $9.9m $9.9m 0.47% Added +64.6k +64,594
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 152,423152.4k $8.9m $8.9m 0.00% Added +8.4k +8,403
31 CWM, LLC 0.02% of their portfolio OMAHA, NE 144,429144.4k $8.5m $8.5m 0.02% Added +68.4k +68,354
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 137,741137.7k $8.1m $8.1m 0.00% Reduced -10.9k -10,912
33 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 103,321103.3k $6.1m $6.1m 0.07% Added +746 +746
34 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 99,36099.4k $5.8m $5.8m 0.01% Added +95.3k +95,260
35 Vericrest Private Wealth 5.16% of their portfolio NEWTOWN, PA 98,96699.0k $5.8m $5.8m 5.16% First filing
36 LANARK FINANCIAL, INC. 0.39% of their portfolio BIRMINGHAM, AL 88,00688.0k $5.2m $5.2m 0.39% Added +645 +645
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 86,32286.3k $5.1m $5.1m 0.00% Reduced -11.6k -11,569
38 Sunbelt Securities, Inc. 0.32% of their portfolio HOUSTON, TX 82,57882.6k $4.8m $4.8m 0.32% Reduced -843 -843
39 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 75,55875.6k $4.4m $4.4m 0.06% Added +550 +550
40 Avestar Capital, LLC 0.29% of their portfolio New York, NY 71,80471.8k $4.2m $4.2m 0.29% Added +14 +14
41 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 70,58770.6k $4.1m $4.1m 0.01% Added +12.1k +12,132
42 FLAGSHIP HARBOR ADVISORS, LLC 0.17% of their portfolio BOSTON, MA 61,33461.3k $3.6m $3.6m 0.17% Added +338 +338
43 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 60,66360.7k $3.6m $3.6m 0.07% Added +3.7k +3,654
44 Herold Advisors, Inc. 0.72% of their portfolio New York, NY 55,15455.2k $3.2m $3.2m 0.72% Added +3.1k +3,132
45 Comprehensive Financial Consultants Institutional, Inc. 0.82% of their portfolio Bloomington, IN 46,42246.4k $2.7m $2.7m 0.82% Added +1.1k +1,054
46 TD Capital Management LLC 0.24% of their portfolio MEMPHIS, TN 45,95746.0k $2.7m $2.7m 0.24% Added +5.2k +5,184
47 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 43,40843.4k $2.5m $2.5m 0.02% Added +6.0k +5,956
48 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 38,60838.6k $2.3m $2.3m 0.01% Reduced -1.0k -1,027
49 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 37,39437.4k $2.2m $2.2m 0.04% Added +3.5k +3,522
50 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 34,68634.7k $2.0m $2.0m 0.03% Reduced -577 -577
51 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,97534.0k $2.0m $2.0m 0.00% Added +18.6k +18,635
52 KPP Advisory Services LLC 0.29% of their portfolio Louisville, KY 33,59433.6k $2.0m $2.0m 0.29% Added +25.9k +25,945
53 TopTier Wealth Management, LLC 1.32% of their portfolio MUSKEGO, WI 33,03133.0k $1.9m $1.9m 1.32% First filing
54 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 32,49632.5k $1.9m $1.9m 0.04% Added +2.0k +2,028
55 Bravias Capital Group, LLC 1.11% of their portfolio ISELIN, NJ 31,40731.4k $1.8m $1.8m 1.11% Added +6.2k +6,220
56 Bison Wealth, LLC 0.19% of their portfolio ATLANTA, GA 31,33731.3k $1.7m $1.7m 0.19% New
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,52027.5k $1.6m $1.6m 0.00% Reduced -828 -828
58 Formidable Asset Management, LLC 0.23% of their portfolio CINCINNATI, OH 27,46727.5k $1.6m $1.6m 0.23% New
59 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 24,51424.5k $1.4m $1.4m 0.03% Added +6.8k +6,841
60 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 24,47724.5k $1.4m $1.4m 0.05% Added +2.9k +2,929
61 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 24,12124.1k $1.4m $1.4m 0.01% Reduced -64.7k -64,728
62 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 23,29423.3k $1.4m $1.4m 0.03% Added +3.3k +3,281
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,91121.9k $1.3m $1.3m 0.00% Added +11.2k +11,213
64 GK Wealth Management LLC 0.76% of their portfolio RENO, NV 17,71617.7k $1.0m $1.0m 0.76% New
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 17,54817.5k $1.0m $1.0m 0.01% Reduced -12.6k -12,595
66 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 14,95515.0k $877.4k $877.4k 0.04% Added +5.4k +5,362
67 Trademark Financial Management, LLC 0.48% of their portfolio Bloomington, MN 14,73014.7k $864.2k $864.2k 0.48% New
68 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 14,10014.1k $827.2k $827.2k 0.05% Added +615 +615
69 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 13,40013.4k $786.2k $786.2k 0.10% Added +2.2k +2,173
70 Hopwood Nicholas Hunter 0.25% of their portfolio PLYMOUTH, MI 13,21313.2k $775.2k $775.2k 0.25% First filing
71 Farrell Financial LLC 0.41% of their portfolio ORCHARD PARK, NY 11,84611.8k $695.0k $695.0k 0.41% Added +473 +473
72 Gateway Wealth Partners, LLC 0.08% of their portfolio APPLETON, WI 11,77511.8k $690.8k $690.8k 0.08% Added +1.9k +1,876
73 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,65311.7k $684.0k $684.0k 0.01% Added +211 +211
74 Millington Financial Advisors, LLC 0.23% of their portfolio NAPERVILLE, IL 9,0869.1k $519.2k $519.2k 0.23% Added +8 +8
75 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 9,0509.1k $531.0k $531.0k 0.01% Reduced -1.2k -1,242
76 GPS Wealth Strategies Group, LLC 0.45% of their portfolio CENTENNIAL, CO 8,9629.0k $525.8k $525.8k 0.45% Reduced -293.1k -293,089
77 WealthPoint Financial, LLC 0.46% of their portfolio CRAMERTON, NC 8,9378.9k $524.3k $524.3k 0.46% First filing
78 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,7668.8k $514.3k $514.3k 0.00% Unchanged
79 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 8,5388.5k $500.9k $500.9k 0.02% New
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,2208.2k $482.3k $482.3k 0.00% Added +1.4k +1,363
81 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 8,1758.2k $479.6k $479.6k 0.01% Added +4.4k +4,397
82 Intrua Financial, LLC 0.05% of their portfolio Houston, TX 7,9487.9k $466.3k $466.3k 0.05% Reduced -1.2k -1,225
83 Soltis Investment Advisors LLC 0.03% of their portfolio ST. GEORGE, UT 7,8857.9k $462.6k $462.6k 0.03% Reduced -1.4k -1,371
84 Founders Financial Alliance, LLC 0.09% of their portfolio RALEIGH, NC 7,8487.8k $460.4k $460.4k 0.09% Added +1.9k +1,892
85 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,0097.0k $411.0k $411.0k 0.00% Added +800 +800
86 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 6,9947.0k $410.3k $410.3k 0.02% Reduced -26 -26
87 Empirical Asset Management, LLC 0.11% of their portfolio WELLESLEY, MA 6,3736.4k $373.9k $373.9k 0.11% Reduced -1.9k -1,859
88 Legacy Advisors, LLC 0.04% of their portfolio PLYMOUTH MEETING, PA 6,2256.2k $365.2k $365.2k 0.04% Unchanged
89 D'Orazio & Associates, Inc. 0.05% of their portfolio VIENNA, VA 6,0696.1k $356.1k $356.1k 0.05% Unchanged
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,0066.0k $352.4k $352.4k 0.00% Reduced -3.4k -3,389
91 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,6925.7k $333.9k $333.9k 0.01% Added +84 +84
92 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 5,6535.7k $331.7k $331.7k 0.01% New
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,4085.4k $317.3k $317.3k 0.00% Added +166 +166
94 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,2855.3k $310.1k $310.1k 0.00% New
95 Falcon Wealth Planning 0.03% of their portfolio Ontario, CA 5,2745.3k $309.4k $309.4k 0.03% Added +31 +31
96 Tempus Wealth Planning, LLC 0.07% of their portfolio IRVINE, CA 4,9094.9k $288.0k $288.0k 0.07% Reduced -102 -102
97 FMR LLC 0.00% of their portfolio BOSTON, MA 4,8984.9k $287.3k $287.3k 0.00% Added +1.9k +1,868
98 Elm3 Financial Group, LLC 0.23% of their portfolio ALPHARETTA, GA 4,7884.8k $280.9k $280.9k 0.23% Reduced -1.5k -1,453
99 SHRIER WEALTH MANAGEMENT, LLC 0.11% of their portfolio LOS ANGELES, CA 4,6144.6k $270.7k $270.7k 0.11% First filing
100 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 4,5074.5k $264.4k $264.4k 0.01% Reduced -2.6k -2,626