QGRW Institutional Ownership & Shareholders
WISDOMTREE US QUALITY GROWTH (QGRW) is currently held by 166 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of QGRW tracked by InsiderSet, reporting ownership valued at approximately $319.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $309.30M, representing an estimated loss of -3.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed QGRW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Retirement Planning Group, Llc, Trust Point Inc., and several other long-term asset managers with concentrated positions in WISDOMTREE US QUALITY GROWTH (QGRW).
This page ranks the largest institutional QGRW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
166
Total Reported Value
$2.32B
Largest Holder
Lpl Financial Llc
Largest Position
$319.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 4,836,523 | $319,355,628 | $309,295,646 | -$10,059,982 | -3.15% | |
| Retirement Planning Group, Llc | 7.90% | 4,613,600 | $316,862,044 | $295,039,720 | -$21,822,324 | -6.89% | |
| Trust Point Inc. | 19.73% | 3,834,381 | $263,345,271 | $245,208,665 | -$18,136,606 | -6.89% | |
| Morgan Stanley | 0.01% | 3,143,846 | $207,588,221 | $201,048,952 | -$6,539,269 | -3.15% | |
| Bank Of America Corp | 0.01% | 2,136,892 | $141,098,980 | $136,654,243 | -$4,444,737 | -3.15% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.15% | 1,224,011 | $84,065,092 | $78,275,503 | -$5,789,589 | -6.89% | |
| Rvw Wealth, Llc | 4.92% | 1,117,209 | $76,729,917 | $71,445,516 | -$5,284,401 | -6.89% | |
| Private Advisor Group, Llc | 0.34% | 1,113,144 | $73,500,927 | $71,185,559 | -$2,315,368 | -3.15% | |
| Raymond James Financial Inc | 0.02% | 912,147 | $60,229,067 | $58,331,801 | -$1,897,266 | -3.15% | |
| Sns Financial Group, Llc | 0.88% | 692,580 | $45,731,057 | $44,290,491 | -$1,440,566 | -3.15% | |
| Envestnet Asset Management Inc | 0.01% | 681,763 | $45,016,827 | $43,598,744 | -$1,418,083 | -3.15% | |
| Kestra Advisory Services, Llc | 0.11% | 551,164 | $37,853,927 | $35,246,938 | -$2,606,989 | -6.89% | |
| Rockefeller Capital Management L.P. | 0.06% | 548,800 | $36,237,307 | $35,095,760 | -$1,141,547 | -3.15% | |
| Ubs Group Ag | 0.01% | 516,476 | $34,102,910 | $33,028,640 | -$1,074,270 | -3.15% | |
| Columbia Advisory Partners Llc | 15.75% | 415,634 | $28,545,776 | $26,579,794 | -$1,965,982 | -6.89% | |
| Cetera Investment Advisers | 0.03% | 429,394 | $28,352,892 | $27,459,746 | -$893,146 | -3.15% | |
| Quattro Advisors Llc | 15.96% | 363,175 | $23,980,434 | $23,225,041 | -$755,393 | -3.15% | |
| Prestige Wealth Management Group Llc | 4.33% | 360,786 | $23,822,700 | $23,072,265 | -$750,435 | -3.15% | |
| Osaic Holdings, Inc. | 0.03% | 357,500 | $23,607,621 | $22,862,125 | -$745,496 | -3.16% | |
| Ritter Daniher Financial Advisory Llc / De | 3.47% | 345,390 | $22,806,102 | $22,087,691 | -$718,412 | -3.15% | |
| Legacy Financial Advisors, Inc. | 2.71% | 336,730 | $22,234,267 | $21,533,884 | -$700,384 | -3.15% | |
| Etesian Wealth Advisors, Inc. | 6.06% | 303,576 | $20,849,600 | $19,413,685 | -$1,435,915 | -6.89% | |
| Stenger Family Office, Llc | 2.75% | 285,270 | $20,025,984 | $18,243,017 | -$1,782,968 | -8.90% | |
| Western Wealth Management, Llc | 0.65% | 300,758 | $19,859,081 | $19,233,474 | -$625,607 | -3.15% | |
| Smartleaf Asset Management Llc | 0.59% | 277,406 | $18,084,105 | $17,740,114 | -$343,991 | -1.90% | |
| Sound Income Strategies, Llc | 0.78% | 250,072 | $17,440,019 | $15,992,104 | -$1,447,915 | -8.30% | |
| Flynn Zito Capital Management, Llc | 4.61% | 257,034 | $16,971,961 | $16,437,324 | -$534,637 | -3.15% | |
| Resolute Capital, Llc | 4.83% | 211,825 | $13,986,773 | $13,546,209 | -$440,564 | -3.15% | |
| Janney Montgomery Scott Llc | 0.03% | 205,987 | $13,601,000 | $13,172,869 | -$428,131 | -3.15% | |
| Tru Independence Llc | 5.81% | 198,033 | $13,600,906 | $12,664,210 | -$936,696 | -6.89% | |
| Glr Partners, Llc | 6.32% | 205,596 | $13,575,504 | $13,147,864 | -$427,640 | -3.15% | |
| Atria Investments, Inc | 0.13% | 190,095 | $13,055,702 | $12,156,575 | -$899,127 | -6.89% | |
| Oxinas Partners, Llc | 4.96% | 190,503 | $12,578,922 | $12,182,667 | -$396,255 | -3.15% | |
| Us Bancorp \De\ | 0.01% | 181,419 | $11,979,096 | $11,601,745 | -$377,351 | -3.15% | |
| Centurion Wealth Management Llc | 2.72% | 164,473 | $11,296,006 | $10,518,048 | -$777,958 | -6.89% | |
| Cwm, Llc | 0.03% | 207,230 | $11,072,303 | $13,252,359 | +$2,180,056 | +19.69% | |
| Vericrest Private Wealth | 8.97% | 146,594 | $10,068,054 | $9,374,686 | -$693,368 | -6.89% | |
| Summit Financial, Llc | 0.11% | 148,890 | $9,831,198 | $9,521,516 | -$309,683 | -3.15% | |
| Nbc Securities, Inc. | 0.63% | 135,434 | $9,301,635 | $8,661,004 | -$640,631 | -6.89% | |
| United Advisor Group, Llc | 0.78% | 115,908 | $7,960,547 | $7,412,317 | -$548,230 | -6.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 88,068 | $6,048,540 | $5,631,949 | -$416,591 | -6.89% | |
| Kpp Advisory Services Llc | 0.97% | 84,253 | $5,786,508 | $5,387,979 | -$398,529 | -6.89% | |
| Kingsview Wealth Management, Llc | 0.07% | 83,917 | $5,541,040 | $5,366,492 | -$174,548 | -3.15% | |
| Formidable Asset Management, Llc | 0.74% | 76,093 | $5,024,421 | $4,866,147 | -$158,274 | -3.15% | |
| Avestar Capital, Llc | 0.43% | 71,611 | $4,918,243 | $4,579,523 | -$338,720 | -6.89% | |
| Arkadios Wealth Advisors | 0.07% | 73,666 | $4,864,200 | $4,710,941 | -$153,259 | -3.15% | |
| Herold Advisors, Inc. | 0.95% | 70,756 | $4,859,524 | $4,524,846 | -$334,678 | -6.89% | |
| Equitable Holdings, Inc. | 0.03% | 70,842 | $4,677,711 | $4,530,346 | -$147,365 | -3.15% | |
| Sunbelt Securities, Inc. | 0.27% | 80,423 | $4,296,990 | $5,143,051 | +$846,061 | +19.69% | |
| Golden State Wealth Management, Llc | 0.39% | 62,448 | $4,288,927 | $3,993,550 | -$295,377 | -6.89% |
Frequently asked questions about QGRW
Who are the largest institutional holders of QGRW?
The largest institutional holders of QGRW reported in the latest SEC Form 13F filings include Lpl Financial Llc, Retirement Planning Group, Llc, Trust Point Inc., Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported QGRW position.
What is QGRW institutional ownership?
This page tracks QGRW positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US QUALITY GROWTH (QGRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QGRW?
InsiderSet currently tracks 166 institutional managers reporting QGRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QGRW shareholders.
How much QGRW stock do institutions own?
Institutional investment managers disclosed approximately $2.32B in QGRW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QGRW institutional ownership last updated?
The latest QGRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QGRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QGRW position after the reporting date.
Are institutions buying or selling QGRW?
Institutional buying and selling can be analyzed by comparing QGRW positions across consecutive 13F reporting periods. InsiderSet's QGRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QGRW ownership changes.
How has QGRW institutional ownership changed over time?
InsiderSet tracks QGRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.