Skip to content
Disclosery

QGRW WISDOMTREE TR

Follow

US QUALITY GROW (fund)

163 managers (164 13F filers) reported a position in QGRW shares at 2026-06-30, 33,322,067 shares in all. 26 filers opened a position and 12 filers sold out during the quarter.

Managers
163
13F filers
164
New
26
Added
92
Reduced
28
Sold out
12
Shares held by filers
33,322,067

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,836,523$319M0.07%+1,385,19413F-HRTimeline
Retirement Planning Group, LLC4,540,625$300M7.62%+209,75313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,143,846$208M0.01%+300,18113F-HRTimelineGroup
TRUST POINT INC.2,477,989$164M13.89%-32,02913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,136,892$141M0.01%+97,51713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,160,231$76.6M1.12%+139,18513F-HRTimeline
Private Advisor Group, LLC1,113,144$73.5M0.34%-189,11613F-HRTimeline
RVW Wealth, LLC1,073,242$70.9M4.67%+7,60113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC912,147$60.2M0.02%+119,94013F-HRTimelineGroup
Bluespring Wealth Management, LLC692,580$45.7M0.88%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC681,763$45M0.01%+145,10713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…548,800$36.2M0.06%+42,77413F-HRTimelineGroup
HighTower Advisors, LLC540,515$35.7M0.03%-3,008,75013F-HRTimeline
UBS Group AGin group UBS Group AG516,476$34.1M0.01%-10,88813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding495,032$32.7M+146,066Timeline
COLUMBIA ADVISORY PARTNERS LLC436,638$28.8M15.9%+10,59113F-HRTimeline
Cetera Investment Advisers429,394$28.4M0.03%+38,76813F-HRTimeline
Quattro Advisors LLC363,175$24M15.96%+98,36413F-HRTimeline
Prestige Wealth Management Group LLC360,786$23.8M4.33%+1,52113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.357,500$23.6M0.03%+1,05313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…345,390$22.8M3.47%+9,31213F-HRTimeline
Legacy Financial Advisors, Inc.336,730$22.2M2.71%+3,38813F-HRTimeline
Western Wealth Management, LLC300,758$19.9M0.65%+208,82913F-HRTimeline
Etesian Wealth Advisors, Inc.297,728$19.7M5.81%+2,93213F-HRTimeline
Smartleaf Asset Management LLC277,406$18.1M0.59%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC257,034$17M4.61%+20,86413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…252,706$16.7M0.01%-23,78813F-HRTimelineGroup
Sound Income Strategies, LLC237,599$15.7M0.7%+34,54913F-HRTimeline
RESOLUTE CAPITAL, LLC211,825$14M4.83%-29,94513F-HRTimeline
Janney Montgomery Scott LLC205,987$13.6M0.03%+201,88713F-HRTimeline
GLR Partners, LLC205,596$13.6M6.32%+8,38313F-HRTimeline
tru Independence LLC196,015$12.9M5.66%-3,01913F-HRTimeline
Atria Investments, Inc193,726$12.8M0.13%+67113F-HRTimeline
Oxinas Partners, LLC190,503$12.6M4.96%+4,81613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\181,419$12M0.01%-53013F-HRTimelineGroup
Centurion Wealth Management LLC161,509$10.7M2.55%+49,30813F-HRTimeline
Summit Financial, LLC148,890$9.83M0.11%+102,11513F-HRTimeline
LANARK FINANCIAL, INC.131,120$8.66M0.59%+22,11913F-HRTimeline
Vericrest Private Wealth127,611$8.43M7.5%+17,60213F-HRTimeline
United Advisor Group, LLC95,524$6.31M0.67%+77,04913F-HRTimeline
Cambridge Investment Research Advisors,…92,301$6.09M0.01%+2,84513F-HR/ATimeline
Kingsview Wealth Management, LLC83,917$5.54M0.07%+9,55513F-HRTimeline
KPP Advisory Services LLC79,191$5.23M0.66%+41,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,208$5.1M0.01%+24,93113F-HRTimeline
Arkadios Wealth Advisors73,666$4.86M0.07%+19,51613F-HRTimeline
Avestar Capital, LLC73,092$4.83M0.29%-26913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,842$4.68M0.03%+6,64813F-HRTimelineGroup
Herold Advisors, Inc.67,404$4.45M0.88%+6,80613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC63,312$4.18M0.16%-20713F-HRTimeline
Formidable Asset Management, LLC76,884$4.11M0.65%+21,93413F-HRTimeline
Global Retirement Partners, LLC61,097$4.03M0.06%13F-HRTimeline
MGO ONE SEVEN LLC59,895$3.95M0.07%-6,83113F-HRTimeline
Golden State Wealth Management, LLC59,671$3.94M0.36%+5,17813F-HRTimeline
Comprehensive Financial Consultants Ins…50,902$3.36M0.89%+2,80913F-HRTimeline
TD Capital Management LLC49,781$3.29M0.27%+95213F-HRTimeline
Steward Partners Investment Advisory, L…46,606$3.08M0.02%+38,38613F-HRTimeline
HARBOUR INVESTMENTS, INC.46,133$3.05M0.04%+7,76013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,415$2.9M<0.01%+12,88213F-HRTimelineGroup
TopTier Wealth Management, LLC43,171$2.85M1.72%+4,26513F-HRTimeline
RFG Advisory, LLC39,791$2.63M0.04%+2,22513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,270$2.53M<0.01%+31,87913F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC34,092$2.25M0.5%new13F-HRTimeline
Bison Wealth, LLC32,132$2.12M0.2%+1,83813F-HRTimeline
Bravias Capital Group, LLC30,262$2M1.19%+1,31513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,322$1.93M<0.01%+8,98613F-HRTimelineGroup
Sanctuary Advisors, LLC28,646$1.89M0.01%+2,60913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,965$1.65M<0.01%+17,01613F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,889$1.64M0.05%-3,01913F-HRTimeline
Sigma Planning Corp24,578$1.62M0.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,124$1.59M<0.01%new13F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.23,937$1.58M0.02%+45713F-HRTimeline
Geneos Wealth Management Inc.21,147$1.4M0.03%+10,88413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,941$1.32M0.03%-1,04713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,637$1.3M0.01%+5,21113F-HRTimelineGroup
HRT FINANCIAL LP17,837$1.18M<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,616$1.16M<0.01%-24,53013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,479$1.15M<0.01%-23,26813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,404$1.15M<0.01%+3,53313F-HRTimelineGroup
GK Wealth Management LLC17,075$1.13M0.68%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,331$1.01M0.05%+96013F-HRTimeline
Farrell Financial LLC14,810$978K0.53%+8513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,521$959K0.01%+2,73013F-HRTimelineGroup
Hopwood Nicholas Hunter14,354$948K0.26%+1,08613F-HRTimeline
Trademark Financial Management, LLC14,310$945K0.39%-9813F-HRTimeline
XY Planning Network, Inc.12,358$816K0.1%+88313F-HRTimeline
Gateway Wealth Partners, LLC12,134$801K0.05%-10,11413F-HRTimeline
WealthPoint Financial, LLC11,421$754K0.55%+1,97213F-HRTimeline
Empirical Asset Management, LLC10,389$686K0.15%+1,95113F-HRTimeline
Creative Planningin group Creative Planning10,295$680K<0.01%+5213F-HRTimelineGroup
GTS SECURITIES LLC10,254$677K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.9,818$648K0.32%+5,94113F-HRTimeline
Sankala Group LLC9,534$639K0.43%+2,11813F-HRTimeline
Integrated Wealth Concepts LLC9,638$636K<0.01%+3,78913F-HRTimeline
Horizon Wealth Management, LLC9,628$636K0.08%-11213F-HRTimeline
Kovack Advisors, Inc.9,194$606K0.03%+41813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,011$595K0.01%-1513F-HRTimelineGroup
Millington Financial Advisors, LLC9,086$586K0.23%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,766$579K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC8,267$546K0.07%+18213F-HRTimeline
FMR LLCin group FMR LLC8,209$542K<0.01%+2,44313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,844$518K<0.01%013F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI7,781$514K0.02%+2,05613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,560$499K<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC7,196$475K0.04%-11113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,139$471K0.02%013F-HRTimeline
CoreCap Advisors, LLC7,052$466K0.01%+1,78613F-HRTimeline
Legacy Advisors, LLC6,225$411K0.04%013F-HRTimeline
Quantinno Capital Management LP5,902$390K<0.01%new13F-HRTimeline
ZEGA Investments, LLC5,694$376K0.06%+45113F-HRTimeline
Falcon Wealth Planning5,614$371K0.02%-6413F-HRTimeline
AE Wealth Management LLC5,218$345K<0.01%+4,99413F-HRTimeline
Soltis Investment Advisors LLC5,133$339K0.02%-1,53013F-HRTimeline
Dynamic Advisor Solutions LLC5,095$336K0.01%+69513F-HRTimeline
NewEdge Advisors, LLC5,090$336K<0.01%+48413F-HRTimeline
Vise Technologies, Inc.5,075$335K<0.01%-57813F-HRTimeline
&PARTNERS4,898$323K<0.01%+43413F-HRTimeline
Team Financial Group, LLC4,636$306K0.13%new13F-HRTimeline
Tempus Wealth Planning, LLC4,617$305K0.06%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,547$300K<0.01%+54713F-HRTimelineGroup
Colonial River Investments, LLC4,325$286K0.08%-88013F-HRTimeline
PRIVATE TRUST CO NA4,290$283K0.02%+3,16913F-HRTimeline
VestGen Advisors, LLC4,289$283K0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,124$272K0.09%+13013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,031$266K<0.01%new13F-HRTimelineGroup
Paragon Capital Management Ltd4,005$264K0.05%-3,63713F-HRTimeline
Elm3 Financial Group, LLC3,883$256K0.18%-31713F-HRTimeline
D'Orazio & Associates, Inc.3,864$255K0.03%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC3,558$235K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.3,551$234K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,324$219K0.01%+92713F-HRTimeline
Maia Wealth LLC3,176$210K0.03%new13F-HRTimeline
Enclave Advisors LLC3,164$209K0.03%-83013F-HRTimeline
Orgel Wealth Management, LLC3,156$208K<0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC3,147$208K0.1%new13F-HRTimeline
WEDBUSH SECURITIES INC3,030$200K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,830$187K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,738$181K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,995$132K<0.01%+1,34413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,652$109K<0.01%+613F-HRTimelineGroup
REAP Financial Group, LLC1,541$102K0.02%+1,14913F-HRTimeline
Markowski Investments1,534$101K0.02%13F-HRTimeline
IFP Advisors, Inc1,334$88.1K<0.01%+1,13313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…952$62.9K<0.01%new13F-HRTimelineGroup
Covestor Ltd901$60K0.03%+7913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC896$59.2K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA812$54K<0.01%+11613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…800$52.8K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors754$49.8K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC694$45.8K<0.01%new13F-HRTimelineGroup
EFG International AGin group EFG International AG600$39.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC494$32.6K<0.01%-11413F-HRTimeline
Arax Advisory Partners420$27.7K<0.01%+21013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC376$24.8K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd345$22.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC280$18.5K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC277$18.3K0.01%+17713F-HRTimeline
Fortitude Family Office, LLC268$17.7K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.261$17.2K<0.01%+6113F-HRTimelineGroup
Capital Investment Advisory Services, L…225$14.9K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC212$14K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.188$12.4K0.01%013F-HRTimeline
IFG Advisory, LLC90$5.94K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31$2.05K<0.01%013F-HRTimeline