Skip to content

QGRW WISDOMTREE TR

Follow

US QUALITY GROW (fund)

134 managers (135 13F filers) reported a position in QGRW shares at 2025-12-31, 28,036,080 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
134
13F filers
135
New
19
Added
65
Reduced
32
Sold out
8
Shares held by filers
28,036,080

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC4,214,209$247M8.12%+120,23313F-HRTimeline
HighTower Advisors, LLC3,474,401$204M0.22%+117,41313F-HRTimeline
LPL Financial LLC2,817,821$165M0.05%+230,24213F-HRTimeline
TRUST POINT INC.2,620,337$154M12.14%-17,41713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,344,690$138M0.01%+83,19113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,574,515$92.4M0.01%+27,78213F-HRTimelineGroup
Private Advisor Group, LLC1,153,475$67.7M0.32%+252,86213F-HRTimeline
RVW Wealth, LLC1,082,120$63.5M4.85%-82,59113F-HRTimeline
Empirical Financial Services, LLC d.b.a…723,464$42.4M0.76%+718,84913F-HRTimeline
Horizon Wealth Management, LLC514,956$30.2M4.69%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC402,504$23.6M16.09%+40,48713F-HRTimeline
Prestige Wealth Management Group LLC382,611$22.4M4.28%-11513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,511$22M0.03%+327,52113F-HRTimelineGroup
Cetera Investment Advisers371,378$21.8M0.02%+285,62313F-HRTimeline
Legacy Financial Advisors, Inc.328,144$19.3M2.66%-18,81713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…309,705$18.2M3.05%-6,33413F-HRTimeline
Etesian Wealth Advisors, Inc.285,340$16.7M5.25%+33,57613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…283,701$16.6M0.01%+15,86313F-HR/ATimelineGroup
Insight Advisors, LLC/ PA275,021$16.1M2.44%-45113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding273,899$16.1M-4,970Timeline
Smartleaf Asset Management LLC261,909$15.5M0.59%+4,54013F-HRTimeline
Quattro Advisors LLC253,502$14.9M11.89%13F-HRTimeline
RESOLUTE CAPITAL, LLC218,948$12.8M5.37%13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC213,896$12.5M4.49%-2,01013F-HRTimeline
Atria Investments, Inc195,959$11.5M0.13%+3,00113F-HRTimeline
tru Independence LLC183,393$10.8M2.71%+4,31313F-HRTimeline
UBS Group AGin group UBS Group AG175,772$10.3M<0.01%+24,39513F-HRTimelineGroup
Oxinas Partners, LLC174,525$10.2M4.93%+3,07313F-HRTimeline
Sound Income Strategies, LLC167,464$9.87M0.47%+64,59413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC152,423$8.94M<0.01%+8,40313F-HRTimelineGroup
CWM, LLCin group CWM, LLC144,429$8.47M0.02%+68,35413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,741$8.08M<0.01%-10,91213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…103,321$6.06M0.07%+74613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,360$5.83M0.01%+95,26013F-HR/ATimelineGroup
Vericrest Private Wealth98,966$5.81M5.16%13F-HRTimeline
LANARK FINANCIAL, INC.88,006$5.16M0.39%+64513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC86,322$5.06M<0.01%-11,56913F-HRTimelineGroup
Sunbelt Securities, Inc.82,578$4.84M0.32%-84313F-HRTimeline
Kingsview Wealth Management, LLC75,558$4.43M0.06%+55013F-HRTimeline
Avestar Capital, LLC71,804$4.21M0.29%+1413F-HRTimeline
Cambridge Investment Research Advisors,…70,587$4.14M0.01%+12,13213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC61,334$3.6M0.17%+33813F-HRTimeline
MGO ONE SEVEN LLC60,663$3.56M0.07%+3,65413F-HRTimeline
Herold Advisors, Inc.55,154$3.24M0.72%+3,13213F-HRTimeline
Comprehensive Financial Consultants Ins…46,422$2.72M0.82%+1,05413F-HRTimeline
TD Capital Management LLC45,957$2.7M0.24%+5,18413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,408$2.55M0.02%+5,95613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC38,608$2.27M0.01%-1,02713F-HRTimeline
RFG Advisory, LLC37,394$2.19M0.04%+3,52213F-HRTimeline
Summit Financial, LLC34,686$2.04M0.03%-57713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,975$1.99M<0.01%+18,63513F-HRTimeline
KPP Advisory Services LLC33,594$1.97M0.29%+25,94513F-HRTimeline
TopTier Wealth Management, LLC33,031$1.94M1.32%13F-HRTimeline
HARBOUR INVESTMENTS, INC.32,496$1.91M0.04%+2,02813F-HRTimeline
Bravias Capital Group, LLC31,407$1.84M1.11%+6,22013F-HRTimeline
Bison Wealth, LLC31,337$1.7M0.19%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO27,520$1.61M<0.01%+13,34613F-HRTimelineGroup
Formidable Asset Management, LLC27,467$1.58M0.23%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,514$1.44M0.03%+6,84113F-HRTimelineGroup
Gladstone Institutional Advisory LLC24,477$1.44M0.05%+2,92913F-HRTimeline
Sanctuary Advisors, LLC24,121$1.42M0.01%-90613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,294$1.37M0.03%+3,28113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,911$1.29M<0.01%+11,21313F-HRTimelineGroup
GK Wealth Management LLC17,716$1.04M0.76%new13F-HRTimeline
Western Wealth Management, LLC14,955$877K0.04%+5,36213F-HRTimeline
Trademark Financial Management, LLC14,730$864K0.48%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,100$827K0.05%+61513F-HRTimeline
United Advisor Group, LLC13,400$786K0.1%+2,17313F-HRTimeline
Hopwood Nicholas Hunter13,213$775K0.25%13F-HRTimeline
Farrell Financial LLC11,846$695K0.41%+47313F-HRTimeline
Gateway Wealth Partners, LLC11,775$691K0.08%+1,87613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,653$684K0.01%+21113F-HRTimelineGroup
Arkadios Wealth Advisors9,050$531K0.01%-1,24213F-HRTimeline
GPS Wealth Strategies Group, LLC8,962$526K0.45%-293,08913F-HRTimeline
WealthPoint Financial, LLC8,937$524K0.46%13F-HRTimeline
Millington Financial Advisors, LLC9,086$519K0.23%+813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,766$514K<0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.8,538$501K0.02%new13F-HR/ATimeline
Steward Partners Investment Advisory, L…8,220$482K<0.01%+1,36313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,175$480K0.01%+4,39713F-HRTimelineGroup
Intrua Financial, LLC7,948$466K0.05%-1,22513F-HRTimeline
Soltis Investment Advisors LLC7,885$463K0.03%-1,37113F-HR/ATimeline
Founders Financial Alliance, LLC7,848$460K0.09%+1,89213F-HRTimeline
Janney Montgomery Scott LLC7,009$411K<0.01%+80013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,994$410K0.02%-2613F-HRTimeline
Empirical Asset Management, LLC6,373$374K0.11%-1,85913F-HRTimeline
Legacy Advisors, LLC6,225$365K0.04%013F-HRTimeline
D'Orazio & Associates, Inc.6,069$356K0.05%013F-HRTimeline
NewEdge Advisors, LLC6,006$352K<0.01%-3,38913F-HRTimeline
CoreCap Advisors, LLC5,692$334K0.01%+8413F-HRTimeline
Vise Technologies, Inc.5,653$332K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning5,408$317K<0.01%+16613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,285$310K<0.01%new13F-HRTimelineGroup
Falcon Wealth Planning5,274$309K0.03%+3113F-HRTimeline
Tempus Wealth Planning, LLC4,909$288K0.07%-10213F-HRTimeline
FMR LLCin group FMR LLC4,898$287K<0.01%+1,86813F-HRTimelineGroup
Elm3 Financial Group, LLC4,788$281K0.23%-1,45313F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC4,614$271K0.11%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,507$264K0.01%-2,62613F-HRTimeline
&PARTNERS4,464$262K<0.01%-16013F-HRTimeline
Dynamic Advisor Solutions LLC4,352$255K0.01%-15313F-HRTimeline
VestGen Advisors, LLC4,289$252K0.01%-29013F-HRTimeline
Royal Harbor Partners, LLC4,050$238K0.08%-48813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,038$237K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,015$236K<0.01%-23,11713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,000$235K<0.01%-1,92113F-HRTimelineGroup
Enclave Advisors LLC3,994$234K0.03%-1,94113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,890$228K0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,854$226K0.05%new13F-HRTimeline
Integrated Wealth Concepts LLC3,701$217K<0.01%new13F-HRTimeline
ZEGA Investments, LLC3,519$206K0.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,409$200K<0.01%new13F-HRTimeline
Sankala Group LLC2,985$169K0.14%13F-HRTimeline
Aptus Capital Advisors, LLC2,738$161K<0.01%+2,14813F-HRTimeline
PRIVATE TRUST CO NA2,637$155K0.01%+1,92713F-HRTimeline
CENTAURUS FINANCIAL, INC.2,252$132K0.01%+27013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,683$98.7K<0.01%+1,49113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,681$98.6K0.03%013F-HRTimeline
Farther Finance Advisors, LLC1,279$75K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,148$67.4K0.01%+3713F-HRTimeline
JNBA Financial Advisors853$50K<0.01%+1913F-HRTimeline
CENTRAL TRUST Co699$41K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA697$41K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC629$36.9K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG600$35.2K<0.01%13F-HRTimelineGroup
Covestor Ltd491$29K0.02%+1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/400$23.5K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC280$16.4K<0.01%013F-HRTimeline
COMERICA BANK279$16.4K<0.01%013F-HRTimeline
IFP Advisors, Inc259$15.2K<0.01%-7813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.59$11.7K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.188$11K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC100$5.87K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC26$1.53K<0.01%new13F-HRTimeline