Skip to content

QGRW WISDOMTREE TR

Follow

US QUALITY GROW (fund)

101 managers (102 13F filers) reported a position in QGRW shares at 2025-06-30, 24,458,602 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
101
13F filers
102
New
13
Added
52
Reduced
28
Sold out
11
Shares held by filers
24,458,602

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Retirement Planning Group, LLC3,749,620$197M8.38%+407,97913F-HRTimeline
Smith Anglin Financial, LLC3,394,147$178M16.15%new13F-HRTimeline
TRUST POINT INC.2,629,916$138M13.03%-344,20713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,216,823$116M0.01%+1,904,21413F-HRTimelineGroup
LPL Financial LLC2,052,718$108M0.04%+502,09513F-HRTimeline
HighTower Advisors, LLC2,039,834$107M0.13%new13F-HRTimeline
RVW Wealth, LLC1,233,808$64.8M5.5%+2,11613F-HRTimeline
Private Advisor Group, LLC930,707$48.9M0.26%+396,15213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/638,317$33.5M<0.01%+41,52113F-HRTimelineGroup
Prestige Wealth Management Group LLC391,703$20.6M4.2%+8,67813F-HR/ATimeline
COLUMBIA ADVISORY PARTNERS LLC366,689$19.3M14.59%+55,12513F-HRTimeline
Legacy Financial Advisors, Inc.354,204$18.6M2.91%-1,49213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding307,301$16.1M+20,527Timeline
Ritter Daniher Financial Advisory LLC /…300,470$15.8M3.88%-10,39313F-HRTimeline
GPS Wealth Strategies Group, LLC284,339$14.9M1.72%+17,21713F-HRTimeline
Insight Advisors, LLC/ PA275,552$14.5M2.33%+44,09713F-HRTimeline
Smartleaf Asset Management LLC266,758$13.9M1.23%+20,10413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261,679$13.8M0.01%+69,93613F-HRTimelineGroup
Etesian Wealth Advisors, Inc.225,376$11.8M4.42%+51,06313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,992$10.6M<0.01%-106,23013F-HRTimelineGroup
Atria Investments, Inc191,816$10.1M0.12%+4,64513F-HRTimeline
tru Independence LLC176,087$9.25M2.68%-1,05113F-HRTimeline
Oxinas Partners, LLC168,106$8.83M4.53%-1,51213F-HRTimeline
UBS Group AGin group UBS Group AG152,856$8.03M<0.01%+32,88213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…124,271$6.53M0.13%-11,65913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC102,101$5.37M0.01%+14,77513F-HRTimeline
MML INVESTORS SERVICES, LLC88,004$4.62M0.01%+72,47513F-HRTimeline
Cambridge Investment Research Advisors,…83,573$4.39M0.01%-2,30013F-HRTimeline
Cetera Investment Advisers81,936$4.31M0.01%+18,63213F-HRTimeline
LANARK FINANCIAL, INC.79,360$4.17M0.34%+1,97313F-HRTimeline
Avestar Capital, LLC74,629$3.92M0.29%-36,74213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding70,156$3.69M-1,507Timeline
Kingsview Wealth Management, LLC63,525$3.34M0.06%+15,34413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC60,615$3.19M0.15%-7,14113F-HRTimeline
CWM, LLCin group CWM, LLC58,666$3.08M0.01%+53,60713F-HRTimelineGroup
MGO ONE SEVEN LLC52,585$2.76M0.09%+14,30513F-HRTimeline
Herold Advisors, Inc.48,930$2.57M0.54%-3,58313F-HRTimeline
Comprehensive Financial Consultants Ins…41,449$2.18M0.71%-1,17013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,763$2.14M<0.01%+2,80113F-HR/ATimelineGroup
L.M. KOHN & COMPANY39,614$2.08M0.56%+1,38313F-HRTimeline
RFG Advisory, LLC35,218$1.85M0.04%+2,91613F-HRTimeline
Bison Wealth, LLC34,526$1.81M0.14%-3,67113F-HRTimeline
TD Capital Management LLC32,709$1.72M0.16%+8,21713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,423$1.55M0.01%+6,24913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,298$1.33M0.03%+2,25713F-HRTimeline
Sanctuary Advisors, LLC24,956$1.31M0.01%-13,91013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,311$1.01M0.03%-8,13913F-HRTimelineGroup
Bravias Capital Group, LLC18,880$992K0.73%+6,53813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,801$935K0.02%+36313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,712$931K<0.01%-83513F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC17,404$915K0.04%+1,69913F-HRTimeline
D.A. DAVIDSON & CO.13,499$709K<0.01%+93113F-HRTimeline
VestGen Advisors, LLC12,891$677K0.03%+7,63113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,773$671K0.15%+12013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,923$627K<0.01%-20913F-HRTimelineGroup
Farrell Financial LLC10,215$537K0.36%+2,66513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,079$530K<0.01%-25013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,974$524K<0.01%-14,53413F-HRTimelineGroup
United Advisor Group, LLC9,788$514K0.09%+4,50713F-HRTimeline
Millington Financial Advisors, LLC9,148$492K0.25%013F-HRTimeline
Elm3 Financial Group, LLC9,009$473K0.39%-3,76213F-HRTimeline
WIN ADVISORS, INC8,627$453K0.22%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,442$444K<0.01%-8413F-HRTimelineGroup
KPP Advisory Services LLC8,298$436K0.07%+2,64913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,895$415K<0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC7,749$407K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,425$390K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors7,369$387K0.01%+1,58413F-HRTimeline
Empirical Asset Management, LLC7,150$376K0.12%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,026$369K0.02%+6213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,811$358K0.03%+3,08613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,779$356K<0.01%-21213F-HRTimeline
Gateway Wealth Partners, LLC6,672$351K0.07%+2,09213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,295$331K0.01%+59413F-HRTimeline
D'Orazio & Associates, Inc.6,069$319K0.05%-3,59013F-HRTimeline
Western Wealth Management, LLC5,689$299K0.02%new13F-HRTimeline
CoreCap Advisors, LLC5,608$295K0.01%+25613F-HRTimeline
Falcon Wealth Planning5,484$288K0.03%+8813F-HRTimeline
Founders Financial Alliance, LLC5,466$287K0.07%+88113F-HRTimeline
Tempus Wealth Planning, LLC5,188$273K0.07%-52,72513F-HRTimeline
Royal Harbor Partners, LLC5,082$267K0.1%-12213F-HRTimeline
Dynamic Advisor Solutions LLC4,525$238K0.01%-1,82513F-HRTimeline
Steward Partners Investment Advisory, L…4,423$232K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,605$137K<0.01%+19513F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,681$88.3K0.03%013F-HRTimeline
FMR LLCin group FMR LLC1,121$58.9K<0.01%-1,06613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…951$50K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP677$35.4K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC629$33.1K<0.01%+21713F-HRTimeline
Aptus Capital Advisors, LLC590$31K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB570$30K<0.01%new13F-HRTimeline
JNBA Financial Advisors525$27.6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC447$23.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$21K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…400$21K<0.01%013F-HRTimeline
Covestor Ltd357$19K0.01%+5313F-HRTimeline
IFP Advisors, Inc337$17.7K<0.01%+6913F-HRTimeline
Glen Eagle Advisors, LLC280$14.7K<0.01%013F-HRTimeline
COMERICA BANK240$12.6K<0.01%+513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.188$9.88K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.