Vault-13

WISDOMTREE TR QGRW

US QUALITY GROW · ETP · CUSIP 97717Y477

164 institutional holders +12 vs Q1 2026
33,414,36833.4m shares reported held*
$2.2bnreported value*
26 new 92 added 28 reduced 12 sold out net bought ≈ $88.7m (+1.4m 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 ≈ $65.99.

Trends to Q2 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: 152Q2 26: 164164Q4 22Q4 23Q4 24Q4 25Q2 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
Q2 2026164

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 104 bought or addedQ1 26: 40 cut or sold outQ2 26: 118 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246012
Q4 20246325
Q1 20256929
Q2 20256638
Q3 20257139
Q4 20258341
Q1 202610440
Q2 202611840

Biggest buyers

LPL Financial LLC Added +1,385,194+1.4m
Bluespring Wealth Management, LLC New +692,580+692.6k
MORGAN STANLEY Added +300,181+300.2k
Retirement Planning Group, LLC Added +209,753+209.8k
Western Wealth Management, LLC Added +208,829+208.8k
Janney Montgomery Scott LLC Added +201,887+201.9k
ENVESTNET ASSET MANAGEMENT INC Added +145,107+145.1k
Kestra Advisory Services, LLC Added +141,991+142.0k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Added +139,185+139.2k
RAYMOND JAMES FINANCIAL INC Added +119,940+119.9k

Biggest sellers

HighTower Advisors, LLC Reduced -3,008,750-3.0m
Private Advisor Group, LLC Reduced -189,116-189.1k
TRUST POINT INC. Reduced -32,029-32.0k
RESOLUTE CAPITAL, LLC Reduced -29,945-29.9k
AMERIPRISE FINANCIAL INC Reduced -24,530-24.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -23,788-23.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -23,268-23.3k
CITADEL ADVISORS LLC Sold out -18,115-18.1k
JANE STREET GROUP, LLC Sold out -15,334-15.3k
MML INVESTORS SERVICES, LLC Sold out -12,226-12.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 4,836,5234.8m $319.4m $319.4m 0.07% Added +1.4m +1,385,194
2 Retirement Planning Group, LLC 7.62% of their portfolio LEAWOOD, KS 4,540,6254.5m $299.8m $299.8m 7.62% Added +209.8k +209,753
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,143,8463.1m $207.6m $207.6m 0.01% Added +300.2k +300,181
4 TRUST POINT INC. 13.89% of their portfolio LA CROSSE, WI 2,477,9892.5m $163.6m $163.6m 13.89% Reduced -32.0k -32,029
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,136,8922.1m $141.1m $141.1m 0.01% Added +97.5k +97,517
6 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.12% of their portfolio Seattle, WA 1,160,2311.2m $76.6m $76.6m 1.12% Added +139.2k +139,185
7 Private Advisor Group, LLC 0.34% of their portfolio MORRISTOWN, NJ 1,113,1441.1m $73.5m $73.5m 0.34% Reduced -189.1k -189,116
8 RVW Wealth, LLC 4.67% of their portfolio LOS ANGELES, CA 1,073,2421.1m $70.9m $70.9m 4.67% Added +7.6k +7,601
9 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 912,147912.1k $60.2m $60.2m 0.02% Added +119.9k +119,940
10 Bluespring Wealth Management, LLC 0.88% of their portfolio AUSTIN, TX 692,580692.6k $45.7m $45.7m 0.88% New
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 681,763681.8k $45.0m $45.0m 0.01% Added +145.1k +145,107
12 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 548,800548.8k $36.2m $36.2m 0.06% Added +42.8k +42,774
13 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 540,515540.5k $35.7m $35.7m 0.03% Reduced -3.0m -3,008,750
14 UBS Group AG 0.01% of their portfolio ZURICH, V8 516,476516.5k $34.1m $34.1m 0.01% Reduced -10.9k -10,888
15 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 475,740475.7k $31.4m $31.4m 0.10% Added +142.0k +141,991
16 COLUMBIA ADVISORY PARTNERS LLC 15.90% of their portfolio SPOKANE, WA 436,638436.6k $28.8m $28.8m 15.90% Added +10.6k +10,591
17 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 429,394429.4k $28.4m $28.4m 0.03% Added +38.8k +38,768
18 Quattro Advisors LLC 15.96% of their portfolio PITTSBURGH, PA 363,175363.2k $24.0m $24.0m 15.96% Added +98.4k +98,364
19 Prestige Wealth Management Group LLC 4.33% of their portfolio FLEMINGTON, NJ 360,786360.8k $23.8m $23.8m 4.33% Added +1.5k +1,521
20 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 357,500357.5k $23.6m $23.6m 0.03% Added +1.1k +1,053
21 Ritter Daniher Financial Advisory LLC / DE 3.47% of their portfolio CINCINNATI, OH 345,390345.4k $22.8m $22.8m 3.47% Added +9.3k +9,312
22 Legacy Financial Advisors, Inc. 2.71% of their portfolio COVINGTON, KY 336,730336.7k $22.2m $22.2m 2.71% Added +3.4k +3,388
23 Western Wealth Management, LLC 0.65% of their portfolio GOLDEN, CO 300,758300.8k $19.9m $19.9m 0.65% Added +208.8k +208,829
24 Etesian Wealth Advisors, Inc. 5.81% of their portfolio West Linn, OR 297,728297.7k $19.7m $19.7m 5.81% Added +2.9k +2,932
25 Smartleaf Asset Management LLC 0.59% of their portfolio BOSTON, MA 277,406277.4k $18.1m $18.1m 0.59% Unchanged
26 FLYNN ZITO CAPITAL MANAGEMENT, LLC 4.61% of their portfolio GARDEN CITY, NY 257,034257.0k $17.0m $17.0m 4.61% Added +20.9k +20,864
27 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 252,706252.7k $16.7m $16.7m 0.01% Reduced -23.8k -23,788
28 Sound Income Strategies, LLC 0.70% of their portfolio FT LAUDERDALE, FL 237,599237.6k $15.7m $15.7m 0.70% Added +34.5k +34,549
29 RESOLUTE CAPITAL, LLC 4.83% of their portfolio GREENVILLE, SC 211,825211.8k $14.0m $14.0m 4.83% Reduced -29.9k -29,945
30 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 205,987206.0k $13.6m $13.6m 0.03% Added +201.9k +201,887
31 GLR Partners, LLC 6.35% of their portfolio COLUMBIA, MD 205,596205.6k $13.6m $13.6m 6.35% Added +8.4k +8,383
32 tru Independence LLC 5.66% of their portfolio PORTLAND, OR 196,015196.0k $12.9m $12.9m 5.66% Reduced -3.0k -3,019
33 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 193,726193.7k $12.8m $12.8m 0.13% Added +671 +671
34 Oxinas Partners, LLC 4.96% of their portfolio JEFFERSONVILLE, IN 190,503190.5k $12.6m $12.6m 4.96% Added +4.8k +4,816
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 184,602184.6k $12.2m $12.2m 0.01% Added +95.1k +95,146
36 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 181,419181.4k $12.0m $12.0m 0.01% Reduced -530 -530
37 Centurion Wealth Management LLC 2.55% of their portfolio Mclean, VA 161,509161.5k $10.7m $10.7m 2.55% Added +49.3k +49,308
38 Summit Financial, LLC 0.11% of their portfolio PARSIPPANY, NJ 148,890148.9k $9.8m $9.8m 0.11% Added +102.1k +102,115
39 LANARK FINANCIAL, INC. 0.59% of their portfolio BIRMINGHAM, AL 131,120131.1k $8.7m $8.7m 0.59% Added +22.1k +22,119
40 Vericrest Private Wealth 7.50% of their portfolio NEWTOWN, PA 127,611127.6k $8.4m $8.4m 7.50% Added +17.6k +17,602
41 United Advisor Group, LLC 0.67% of their portfolio CINCINNATI, OH 95,52495.5k $6.3m $6.3m 0.67% Added +77.0k +77,049
42 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 83,91783.9k $5.5m $5.5m 0.07% Added +9.6k +9,555
43 KPP Advisory Services LLC 0.66% of their portfolio Louisville, KY 79,19179.2k $5.2m $5.2m 0.66% Added +41.2k +41,217
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 77,20877.2k $5.1m $5.1m 0.01% Added +24.9k +24,931
45 Formidable Asset Management, LLC 0.65% of their portfolio CINCINNATI, OH 76,88476.9k $4.1m $4.1m 0.65% Added +21.9k +21,934
46 Arkadios Wealth Advisors 0.07% of their portfolio ATLANTA, GA 73,66673.7k $4.9m $4.9m 0.07% Added +19.5k +19,516
47 Avestar Capital, LLC 0.29% of their portfolio New York, NY 73,09273.1k $4.8m $4.8m 0.29% Reduced -269 -269
48 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 70,84270.8k $4.7m $4.7m 0.03% Added +6.6k +6,648
49 Herold Advisors, Inc. 0.88% of their portfolio New York, NY 67,40467.4k $4.5m $4.5m 0.88% Added +6.8k +6,806
50 FLAGSHIP HARBOR ADVISORS, LLC 0.16% of their portfolio BOSTON, MA 63,31263.3k $4.2m $4.2m 0.16% Reduced -207 -207
51 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 61,09761.1k $4.0m $4.0m 0.06% First filing
52 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 59,89559.9k $4.0m $4.0m 0.07% Reduced -6.8k -6,831
53 Golden State Wealth Management, LLC 0.36% of their portfolio SANTA ANA, CA 59,67159.7k $3.9m $3.9m 0.36% Added +5.2k +5,178
54 Comprehensive Financial Consultants Institutional, Inc. 0.89% of their portfolio Bloomington, IN 50,90250.9k $3.4m $3.4m 0.89% Added +2.8k +2,809
55 TD Capital Management LLC 0.27% of their portfolio MEMPHIS, TN 49,78149.8k $3.3m $3.3m 0.27% Added +952 +952
56 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 46,60646.6k $3.1m $3.1m 0.02% Added +38.4k +38,386
57 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 46,13346.1k $3.0m $3.0m 0.04% Added +7.8k +7,760
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 44,41544.4k $2.9m $2.9m 0.00% Added +12.9k +12,882
59 TopTier Wealth Management, LLC 1.72% of their portfolio MUSKEGO, WI 43,17143.2k $2.9m $2.9m 1.72% Added +4.3k +4,265
60 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 39,79139.8k $2.6m $2.6m 0.04% Added +2.2k +2,225
61 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 38,27038.3k $2.5m $2.5m 0.00% Added +31.9k +31,879
62 FLAGSHIP WEALTH ADVISORS, LLC 0.50% of their portfolio WAKEFIELD, MA 34,09234.1k $2.3m $2.3m 0.50% New
63 Bison Wealth, LLC 0.20% of their portfolio ATLANTA, GA 32,13232.1k $2.1m $2.1m 0.20% Added +1.8k +1,838
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 30,32230.3k $1.9m $1.9m 0.00% Added +9.0k +8,986
65 Bravias Capital Group, LLC 1.19% of their portfolio ISELIN, NJ 30,26230.3k $2.0m $2.0m 1.19% Added +1.3k +1,315
66 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 28,64628.6k $1.9m $1.9m 0.01% Added +2.6k +2,609
67 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 24,96525.0k $1.6m $1.6m 0.00% Added +17.0k +17,016
68 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 24,88924.9k $1.6m $1.6m 0.05% Reduced -3.0k -3,019
69 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 24,57824.6k $1.6m $1.6m 0.04% New
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 24,12424.1k $1.6m $1.6m 0.00% New
71 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 23,93723.9k $1.6m $1.6m 0.02% Added +457 +457
72 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 21,14721.1k $1.4m $1.4m 0.03% Added +10.9k +10,884
73 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 19,94119.9k $1.3m $1.3m 0.03% Reduced -1.0k -1,047
74 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 19,63719.6k $1.3m $1.3m 0.01% Added +5.2k +5,211
75 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 19,29219.3k $1.3m $1.3m 0.01% Added +4.1k +4,075
76 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 17,83717.8k $1.2m $1.2m 0.00% New
77 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,61617.6k $1.2m $1.2m 0.00% Reduced -24.5k -24,530
78 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,47917.5k $1.2m $1.2m 0.00% Reduced -23.3k -23,268
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,40417.4k $1.1m $1.1m 0.00% Added +3.5k +3,533
80 GK Wealth Management LLC 0.68% of their portfolio RENO, NV 17,07517.1k $1.1m $1.1m 0.68% New
81 CREATIVE FINANCIAL DESIGNS INC /ADV 0.05% of their portfolio KOKOMO, IN 15,33115.3k $1.0m $1.0m 0.05% Added +960 +960
82 Farrell Financial LLC 0.53% of their portfolio ORCHARD PARK, NY 14,81014.8k $977.9k $977.9k 0.53% Added +85 +85
83 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 14,52114.5k $959.0k $959.0k 0.01% Added +2.7k +2,730
84 Hopwood Nicholas Hunter 0.26% of their portfolio PLYMOUTH, MI 14,35414.4k $947.8k $947.8k 0.26% Added +1.1k +1,086
85 Trademark Financial Management, LLC 0.39% of their portfolio Bloomington, MN 14,31014.3k $944.9k $944.9k 0.39% Reduced -98 -98
86 XY Planning Network, Inc. 0.10% of their portfolio BOZEMAN, MT 12,35812.4k $816.0k $816.0k 0.10% Added +883 +883
87 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 12,13412.1k $801.2k $801.2k 0.05% Reduced -10.1k -10,114
88 WealthPoint Financial, LLC 0.55% of their portfolio CRAMERTON, NC 11,42111.4k $754.1k $754.1k 0.55% Added +2.0k +1,972
89 Empirical Asset Management, LLC 0.15% of their portfolio WELLESLEY, MA 10,38910.4k $686.0k $686.0k 0.15% Added +2.0k +1,951
90 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,29510.3k $679.8k $679.8k 0.00% Added +52 +52
91 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,25410.3k $677.1k $677.1k 0.01% New
92 Clarity Asset Management, Inc. 0.32% of their portfolio AMES, IA 9,8189.8k $648.3k $648.3k 0.32% Added +5.9k +5,941
93 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,6389.6k $636.4k $636.4k 0.00% Added +3.8k +3,789
94 Horizon Wealth Management, LLC 0.08% of their portfolio LA GRANGE, IL 9,6289.6k $635.7k $635.7k 0.08% Reduced -112 -112
95 Sankala Group LLC 0.43% of their portfolio LYONS, CO 9,5349.5k $639.5k $639.5k 0.43% Added +2.1k +2,118
96 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 9,1949.2k $605.7k $605.7k 0.03% Added +418 +418
97 Millington Financial Advisors, LLC 0.23% of their portfolio NAPERVILLE, IL 9,0869.1k $586.5k $586.5k 0.23% Unchanged
98 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,0119.0k $594.9k $594.9k 0.01% Reduced -15 -15
99 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 8,7668.8k $578.8k $578.8k 0.00% Unchanged
100 Founders Financial Alliance, LLC 0.07% of their portfolio RALEIGH, NC 8,2678.3k $545.9k $545.9k 0.07% Added +182 +182