Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

152 institutional holders +17 vs Q4 2025
32,273,92832.3m shares reported held*
$1.7bnreported value*
26 new 78 added 32 reduced 8 sold out net bought ≈ $216.4m (+4.0m 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 ≈ $53.45.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q4 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: 135Q1 26: 152152Q4 22Q3 23Q2 24Q1 25Q1 26
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
Q1 2026152

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 83 bought or addedQ4 25: 41 cut or sold outQ1 26: 104 bought or addedQ1 26: 40 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244812
Q3 20246012
Q4 20246325
Q1 20256929
Q2 20256638
Q3 20257139
Q4 20258341
Q1 202610440

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +639,784+639.8k
LPL Financial LLC Added +633,508+633.5k
MORGAN STANLEY Added +498,975+499.0k
BANK OF AMERICA CORP /DE/ Added +464,860+464.9k
Rockefeller Capital Management L.P. Added +406,666+406.7k
ENVESTNET ASSET MANAGEMENT INC Added +398,915+398.9k
UBS Group AG Added +351,592+351.6k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Added +297,582+297.6k
US BANCORP \DE\ New +181,949+181.9k
Private Advisor Group, LLC Added +148,785+148.8k

Biggest sellers

Horizon Wealth Management, LLC Reduced -505,216-505.2k
Insight Advisors, LLC/ PA Reduced -267,029-267.0k
TRUST POINT INC. Reduced -110,319-110.3k
Concurrent Investment Advisors, LLC Reduced -94,295-94.3k
AMERIPRISE FINANCIAL INC Reduced -44,176-44.2k
MML INVESTORS SERVICES, LLC Reduced -26,382-26.4k
Prestige Wealth Management Group LLC Reduced -23,346-23.3k
OSAIC HOLDINGS, INC. Reduced -18,064-18.1k
GK Wealth Management LLC Sold out -17,716-17.7k
RVW Wealth, LLC Reduced -16,479-16.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Retirement Planning Group, LLC 7.17% of their portfolio LEAWOOD, KS 4,330,8724.3m $231.4m $231.4m 7.17% Added +116.7k +116,663
2 HighTower Advisors, LLC 0.20% of their portfolio CHICAGO, IL 3,549,2653.5m $189.6m $189.6m 0.20% Added +74.9k +74,864
3 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,451,3293.5m $184.4m $184.4m 0.05% Added +633.5k +633,508
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,843,6652.8m $151.9m $151.9m 0.01% Added +499.0k +498,975
5 TRUST POINT INC. 11.65% of their portfolio LA CROSSE, WI 2,510,0182.5m $134.1m $134.1m 11.65% Reduced -110.3k -110,319
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,039,3752.0m $109.0m $109.0m 0.01% Added +464.9k +464,860
7 Private Advisor Group, LLC 0.33% of their portfolio MORRISTOWN, NJ 1,302,2601.3m $69.6m $69.6m 0.33% Added +148.8k +148,785
8 RVW Wealth, LLC 4.44% of their portfolio LOS ANGELES, CA 1,065,6411.1m $56.9m $56.9m 4.44% Reduced -16.5k -16,479
9 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.95% of their portfolio Seattle, WA 1,021,0461.0m $54.6m $54.6m 0.95% Added +297.6k +297,582
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 792,207792.2k $42.3m $42.3m 0.01% Added +639.8k +639,784
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 536,656536.7k $28.7m $28.7m 0.01% Added +398.9k +398,915
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 527,364527.4k $28.2m $28.2m 0.00% Added +351.6k +351,592
13 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 506,026506.0k $27.0m $27.0m 0.05% Added +406.7k +406,666
14 COLUMBIA ADVISORY PARTNERS LLC 14.53% of their portfolio SPOKANE, WA 426,047426.0k $22.8m $22.8m 14.53% Added +23.5k +23,543
15 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 390,626390.6k $20.9m $20.9m 0.02% Added +19.2k +19,248
16 Prestige Wealth Management Group LLC 3.77% of their portfolio FLEMINGTON, NJ 359,265359.3k $19.2m $19.2m 3.77% Reduced -23.3k -23,346
17 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 356,447356.4k $19.0m $19.0m 0.03% Reduced -18.1k -18,064
18 Ritter Daniher Financial Advisory LLC / DE 3.05% of their portfolio CINCINNATI, OH 336,078336.1k $18.0m $18.0m 3.05% Added +26.4k +26,373
19 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 333,749333.7k $17.8m $17.8m 0.07% Added +77.4k +77,398
20 Legacy Financial Advisors, Inc. 2.49% of their portfolio COVINGTON, KY 333,342333.3k $17.8m $17.8m 2.49% Added +5.2k +5,198
21 Etesian Wealth Advisors, Inc. 5.03% of their portfolio West Linn, OR 294,796294.8k $15.8m $15.8m 5.03% Added +9.5k +9,456
22 Smartleaf Asset Management LLC 0.51% of their portfolio BOSTON, MA 277,406277.4k $14.2m $14.2m 0.51% Added +15.5k +15,497
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 276,494276.5k $14.8m $14.8m 0.01% Reduced -7.2k -7,207
24 Quattro Advisors LLC 12.26% of their portfolio PITTSBURGH, PA 264,811264.8k $14.1m $14.1m 12.26% Added +11.3k +11,309
25 RESOLUTE CAPITAL, LLC 5.23% of their portfolio GREENVILLE, SC 241,770241.8k $12.9m $12.9m 5.23% Added +22.8k +22,822
26 FLYNN ZITO CAPITAL MANAGEMENT, LLC 4.03% of their portfolio GARDEN CITY, NY 236,170236.2k $12.6m $12.6m 4.03% Added +22.3k +22,274
27 CWM, LLC 0.03% of their portfolio OMAHA, NE 207,230207.2k $11.1m $11.1m 0.03% Added +62.8k +62,801
28 Sound Income Strategies, LLC 0.53% of their portfolio FT LAUDERDALE, FL 203,050203.1k $11.0m $11.0m 0.53% Added +35.6k +35,586
29 tru Independence LLC 5.26% of their portfolio PORTLAND, OR 199,034199.0k $10.6m $10.6m 5.26% Added +15.6k +15,641
30 GLR Partners, LLC 5.75% of their portfolio COLUMBIA, MD 197,213197.2k $10.5m $10.5m 5.75% First filing
31 Atria Investments, Inc 0.12% of their portfolio Charlotte, NC 193,055193.1k $10.3m $10.3m 0.12% Reduced -2.9k -2,904
32 Oxinas Partners, LLC 4.53% of their portfolio JEFFERSONVILLE, IN 185,687185.7k $9.9m $9.9m 4.53% Added +11.2k +11,162
33 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 181,949181.9k $9.7m $9.7m 0.01% New
34 Centurion Wealth Management LLC 1.35% of their portfolio Mclean, VA 112,201112.2k $6.0m $6.0m 1.35% New
35 Vericrest Private Wealth 5.27% of their portfolio NEWTOWN, PA 110,009110.0k $5.9m $5.9m 5.27% Added +11.0k +11,043
36 LANARK FINANCIAL, INC. 0.44% of their portfolio BIRMINGHAM, AL 109,001109.0k $5.8m $5.8m 0.44% Added +21.0k +20,995
37 Western Wealth Management, LLC 0.19% of their portfolio GOLDEN, CO 91,92991.9k $4.9m $4.9m 0.19% Added +77.0k +76,974
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 89,45689.5k $4.8m $4.8m 0.01% Added +18.9k +18,869
39 Sunbelt Securities, Inc. 0.27% of their portfolio HOUSTON, TX 80,42380.4k $4.3m $4.3m 0.27% Reduced -2.2k -2,155
40 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 74,36274.4k $4.0m $4.0m 0.05% Reduced -1.2k -1,196
41 Avestar Capital, LLC 0.27% of their portfolio New York, NY 73,36173.4k $3.9m $3.9m 0.27% Added +1.6k +1,557
42 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 66,72666.7k $3.6m $3.6m 0.07% Added +6.1k +6,063
43 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 64,19464.2k $3.8m $3.8m 0.02% Added +20.8k +20,786
44 FLAGSHIP HARBOR ADVISORS, LLC 0.15% of their portfolio BOSTON, MA 63,51963.5k $3.4m $3.4m 0.15% Added +2.2k +2,185
45 Herold Advisors, Inc. 0.71% of their portfolio New York, NY 60,59860.6k $3.2m $3.2m 0.71% Added +5.4k +5,444
46 Formidable Asset Management, LLC 0.50% of their portfolio CINCINNATI, OH 54,95055.0k $3.2m $3.2m 0.50% Added +27.5k +27,483
47 Golden State Wealth Management, LLC 0.32% of their portfolio SANTA ANA, CA 54,49354.5k $2.9m $2.9m 0.32% Added +53.3k +53,345
48 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 54,15054.1k $2.9m $2.9m 0.05% Added +45.1k +45,100
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 52,27752.3k $2.8m $2.8m 0.00% Added +18.3k +18,302
50 TD Capital Management LLC 0.23% of their portfolio MEMPHIS, TN 48,82948.8k $2.6m $2.6m 0.23% Added +2.9k +2,872
51 Comprehensive Financial Consultants Institutional, Inc. 0.76% of their portfolio Bloomington, IN 48,09348.1k $2.6m $2.6m 0.76% Added +1.7k +1,671
52 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 46,77546.8k $2.5m $2.5m 0.03% Added +12.1k +12,089
53 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 42,14642.1k $2.3m $2.3m 0.00% Reduced -44.2k -44,176
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,74740.7k $2.2m $2.2m 0.00% Added +18.8k +18,836
55 TopTier Wealth Management, LLC 1.28% of their portfolio MUSKEGO, WI 38,90638.9k $2.1m $2.1m 1.28% Added +5.9k +5,875
56 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 38,37338.4k $2.1m $2.1m 0.03% Added +5.9k +5,877
57 KPP Advisory Services LLC 0.29% of their portfolio Louisville, KY 37,97438.0k $2.0m $2.0m 0.29% Added +4.4k +4,380
58 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 37,56637.6k $2.0m $2.0m 0.04% Added +172 +172
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 31,53331.5k $1.6m $1.6m 0.00% Added +4.0k +4,013
60 Bison Wealth, LLC 0.19% of their portfolio ATLANTA, GA 30,29430.3k $2.0m $2.0m 0.19% Reduced -1.0k -1,043
61 Bravias Capital Group, LLC 1.01% of their portfolio ISELIN, NJ 28,94728.9k $1.5m $1.5m 1.01% Reduced -2.5k -2,460
62 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 27,90827.9k $1.5m $1.5m 0.06% Added +3.4k +3,431
63 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 26,03726.0k $1.4m $1.4m 0.01% Added +1.9k +1,916
64 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 23,48023.5k $1.3m $1.3m 0.02% Added +186 +186
65 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 22,24822.2k $1.2m $1.2m 0.05% Added +10.5k +10,473
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,33621.3k $1.1m $1.1m 0.00% Added +19.7k +19,653
67 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 20,98821.0k $1.1m $1.1m 0.03% Reduced -3.5k -3,526
68 United Advisor Group, LLC 0.12% of their portfolio CINCINNATI, OH 18,47518.5k $987.1k $987.1k 0.12% Added +5.1k +5,075
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,11518.1k $967.9k $967.9k 0.00% Added +12.8k +12,830
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,33415.3k $819.3k $819.3k 0.00% Added +11.3k +11,296
71 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,21715.2k $813.0k $813.0k 0.01% Reduced -2.3k -2,331
72 Farrell Financial LLC 0.47% of their portfolio ORCHARD PARK, NY 14,72514.7k $786.7k $786.7k 0.47% Added +2.9k +2,879
73 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 14,42614.4k $770.8k $770.8k 0.01% Added +6.3k +6,251
74 Trademark Financial Management, LLC 0.38% of their portfolio Bloomington, MN 14,40814.4k $769.8k $769.8k 0.38% Reduced -322 -322
75 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 14,37114.4k $767.8k $767.8k 0.05% Added +271 +271
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,87113.9k $741.1k $741.1k 0.00% New
77 Hopwood Nicholas Hunter 0.23% of their portfolio PLYMOUTH, MI 13,26813.3k $708.9k $708.9k 0.23% Added +55 +55
78 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,22612.2k $653.3k $653.3k 0.00% Reduced -26.4k -26,382
79 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 11,79111.8k $630.0k $630.0k 0.00% Added +138 +138
80 XY Planning Network, Inc. 0.10% of their portfolio BOZEMAN, MT 11,47511.5k $620.7k $620.7k 0.10% New
81 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 10,26310.3k $548.4k $548.4k 0.01% New
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,24310.2k $547.3k $547.3k 0.00% Added +4.8k +4,835
83 Horizon Wealth Management, LLC 0.08% of their portfolio LA GRANGE, IL 9,7409.7k $520.4k $520.4k 0.08% Reduced -505.2k -505,216
84 WealthPoint Financial, LLC 0.42% of their portfolio CRAMERTON, NC 9,4499.4k $504.8k $504.8k 0.42% Added +512 +512
85 Millington Financial Advisors, LLC 0.24% of their portfolio NAPERVILLE, IL 9,0869.1k $564.1k $564.1k 0.24% Unchanged
86 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,0269.0k $482.2k $482.2k 0.01% Reduced -94.3k -94,295
87 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 8,7768.8k $474.1k $474.1k 0.03% Added +238 +238
88 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,7668.8k $468.4k $468.4k 0.00% Unchanged
89 Empirical Asset Management, LLC 0.12% of their portfolio WELLESLEY, MA 8,4388.4k $450.9k $450.9k 0.12% Added +2.1k +2,065
90 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,2208.2k $439.2k $439.2k 0.00% Unchanged
91 Founders Financial Alliance, LLC 0.08% of their portfolio RALEIGH, NC 8,0858.1k $432.0k $432.0k 0.08% Added +237 +237
92 Insight Advisors, LLC/ PA 0.08% of their portfolio Newtown, PA 7,9928.0k $427.0k $427.0k 0.08% Reduced -267.0k -267,029
93 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,9497.9k $424.7k $424.7k 0.00% Added +3.9k +3,934
94 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,8447.8k $419.1k $419.1k 0.00% New
95 Paragon Capital Management Ltd 0.09% of their portfolio DENVER, CO 7,6427.6k $408.3k $408.3k 0.09% New
96 Sankala Group LLC 0.33% of their portfolio LYONS, CO 7,4167.4k $400.4k $400.4k 0.33% Added +4.4k +4,431
97 Intrua Financial, LLC 0.04% of their portfolio Houston, TX 7,3077.3k $390.4k $390.4k 0.04% Reduced -641 -641
98 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.02% of their portfolio LONG BEACH, CA 7,1397.1k $381.4k $381.4k 0.02% Added +145 +145
99 Soltis Investment Advisors LLC 0.02% of their portfolio ST. GEORGE, UT 6,6636.7k $356.0k $356.0k 0.02% Reduced -1.2k -1,222
100 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,3916.4k $341.5k $341.5k 0.00% New