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Disclosery

QGRW WISDOMTREE TR

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US QUALITY GROW (fund)

97 managers (99 13F filers) reported a position in QGRW shares at 2025-03-31, 15,846,187 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
97
13F filers
99
New
17
Added
52
Reduced
19
Sold out
9
Shares held by filers
15,846,187

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Retirement Planning Group, LLC3,341,641$147M6.88%new13F-HRTimeline
TRUST POINT INC.2,974,123$131M11.91%-42,96313F-HRTimeline
LPL Financial LLC1,550,623$68.1M0.03%+294,59513F-HRTimeline
RVW Wealth, LLC1,231,692$54.1M5.09%+48,85613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/596,796$26.2M<0.01%-27,72013F-HRTimelineGroup
Private Advisor Group, LLC534,555$23.5M0.14%+71,18413F-HRTimeline
Prestige Wealth Management Group LLC383,025$16.8M3.59%-43,12513F-HR/ATimeline
Legacy Financial Advisors, Inc.355,696$15.6M2.61%-1,71413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY312,609$13.7M<0.01%+101,79713F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC311,564$13.7M11.86%+46,00613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…310,863$13.6M3.72%+108,09213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC307,222$13.5M0.01%+178,31213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding286,774$12.6M+48,327Timeline
GPS Wealth Strategies Group, LLC267,122$11.7M1.58%+77,01613F-HRTimeline
Smartleaf Asset Management LLC246,654$10.8M1.05%+45,13313F-HRTimeline
Insight Advisors, LLC/ PA231,455$10.2M1.78%+33,10413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…191,743$8.42M0.01%+80,42813F-HRTimelineGroup
Atria Investments, Inc187,171$8.22M0.11%+42,73313F-HRTimeline
tru Independence LLC177,138$7.78M2.41%+22,02013F-HRTimeline
Etesian Wealth Advisors, Inc.174,313$7.65M3.3%+74,69513F-HRTimeline
Oxinas Partners, LLC169,618$7.45M4.4%+61,69713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…135,930$5.97M0.15%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG119,974$5.27M<0.01%+36,39013F-HRTimelineGroup
Avestar Capital, LLC111,371$4.89M0.47%-24,76213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,326$3.83M0.01%+41,29713F-HRTimeline
Cambridge Investment Research Advisors,…85,873$3.77M0.01%+21,89813F-HRTimeline
LANARK FINANCIAL, INC.77,387$3.4M0.29%+77,34513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding71,663$3.15M+22,325Timeline
FLAGSHIP HARBOR ADVISORS, LLC67,756$2.97M0.16%+17,24413F-HRTimeline
Cetera Investment Advisers63,304$2.78M0.01%-24413F-HRTimeline
Tempus Wealth Planning, LLC57,913$2.54M0.76%-11,78713F-HRTimeline
Herold Advisors, Inc.52,513$2.31M0.51%+11,10813F-HRTimeline
Kingsview Wealth Management, LLC48,181$2.12M0.04%+10,97813F-HRTimeline
Comprehensive Financial Consultants Ins…42,619$1.87M0.67%-38913F-HRTimeline
Sanctuary Advisors, LLC38,866$1.71M0.01%+8,27013F-HRTimeline
MGO ONE SEVEN LLC38,280$1.68M0.07%+18,03213F-HRTimeline
L.M. KOHN & COMPANY38,231$1.68M0.44%+9,88013F-HRTimeline
Bison Wealth, LLC38,197$1.68M0.16%+4,68113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,962$1.67M<0.01%+23,88013F-HRTimelineGroup
RFG Advisory, LLC32,302$1.42M0.04%+30013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,450$1.21M0.04%-10,06513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,508$1.08M<0.01%new13F-HRTimelineGroup
TD Capital Management LLC24,492$1.08M0.11%+7,89513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,174$1.02M0.01%+1,66013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.23,041$1.01M0.03%+8,95913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,210$887K<0.01%+11,02013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,547$814K<0.01%new13F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,438$766K0.02%+1,55013F-HRTimelineGroup
Gladstone Institutional Advisory LLC15,705$689K0.03%new13F-HRTimeline
IHT Wealth Management, LLC15,623$686K0.02%+33113F-HRTimeline
MML INVESTORS SERVICES, LLC15,529$682K<0.01%-3,14113F-HRTimeline
Elm3 Financial Group, LLC12,771$561K0.49%-8,63613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,653$555K0.13%-3,01513F-HRTimeline
D.A. DAVIDSON & CO.12,568$552K<0.01%-4,38913F-HRTimeline
Bravias Capital Group, LLC12,342$542K0.44%+4,51513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,132$533K<0.01%new13F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,329$453K0.01%+5,17513F-HRTimelineGroup
D'Orazio & Associates, Inc.9,659$424K0.06%013F-HRTimeline
Sigma Planning Corp9,579$421K0.01%+86613F-HRTimeline
Millington Financial Advisors, LLC9,148$390K0.24%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,526$374K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,895$347K<0.01%new13F-HRTimelineGroup
Farrell Financial LLC7,550$331K0.24%+2,73113F-HRTimeline
Atria Wealth Solutions, Inc.7,178$315K<0.01%+2,47713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,991$307K<0.01%-36113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,964$306K0.02%-49813F-HRTimeline
Dynamic Advisor Solutions LLC6,350$279K0.01%new13F-HRTimeline
Arkadios Wealth Advisors5,785$254K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,701$250K0.01%+1,16313F-HRTimeline
KPP Advisory Services LLC5,649$248K0.05%+1,23613F-HRTimeline
Falcon Wealth Planning5,396$237K0.03%new13F-HRTimeline
CoreCap Advisors, LLC5,352$235K0.01%+83913F-HRTimeline
United Advisor Group, LLC5,281$232K0.05%new13F-HRTimeline
VestGen Advisors, LLC5,260$231K0.01%13F-HRTimeline
Royal Harbor Partners, LLC5,204$228K0.09%+37213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,071$223K0.03%-92613F-HRTimeline
CWM, LLCin group CWM, LLC5,059$222K<0.01%-14513F-HRTimelineGroup
Founders Financial Alliance, LLC4,585$201K0.05%+1,95113F-HRTimeline
Gateway Wealth Partners, LLC4,580$201K0.05%+30413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,725$164K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,410$106K<0.01%-80313F-HRTimelineGroup
FMR LLCin group FMR LLC2,187$96K<0.01%+1,35313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,681$73.8K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,438$63.1K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,321$58K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.783$34.4K<0.01%-84113F-HRTimelineGroup
Aptus Capital Advisors, LLC590$25.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC412$18.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…400$17.6K<0.01%+29013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$17.6K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd400$17.6K<0.01%new13F-HRTimeline
Covestor Ltd304$13K0.01%+8313F-HRTimeline
Glen Eagle Advisors, LLC280$12.3K<0.01%013F-HRTimeline
IFP Advisors, Inc268$11.8K<0.01%new13F-HRTimeline
COMERICA BANK235$10.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$1.63K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.