WISDOMTREE US QUALITY GROWTH (QGRW) Institutional Shareholders
WISDOMTREE US QUALITY GROWTH (QGRW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.15B in QGRW holdings during the latest filing period.
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 $325.35M, representing an estimated gain of +1.88% 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, Morgan Stanley, 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
158
Total Reported Value
$2.15B
Largest Holder
Lpl Financial Llc
Largest Position
$319.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | $325,352,902 | +$5,997,274 | +1.88% | |
| Retirement Planning Group, Llc | 7.62% | 4,540,625 | $299,817,454 | $305,447,844 | +$5,630,390 | +1.88% | |
| Morgan Stanley | 0.01% | 3,143,846 | $207,588,221 | $211,486,520 | +$3,898,299 | +1.88% | |
| Trust Point Inc. | 13.89% | 2,477,989 | $163,621,614 | $166,694,320 | +$3,072,706 | +1.88% | |
| Bank Of America Corp | 0.01% | 2,136,892 | $141,098,980 | $143,748,725 | +$2,649,745 | +1.88% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.12% | 1,160,231 | $76,610,054 | $78,048,739 | +$1,438,685 | +1.88% | |
| Private Advisor Group, Llc | 0.34% | 1,113,144 | $73,500,927 | $74,881,197 | +$1,380,270 | +1.88% | |
| Rvw Wealth, Llc | 4.67% | 1,073,242 | $70,866,172 | $72,196,989 | +$1,330,817 | +1.88% | |
| Raymond James Financial Inc | 0.02% | 912,147 | $60,229,067 | $61,360,129 | +$1,131,062 | +1.88% | |
| Sns Financial Group, Llc | 0.88% | 692,580 | $45,731,057 | $46,589,857 | +$858,800 | +1.88% | |
| Envestnet Asset Management Inc | 0.01% | 681,763 | $45,016,827 | $45,862,197 | +$845,370 | +1.88% | |
| Rockefeller Capital Management L.P. | 0.06% | 548,800 | $36,237,307 | $36,917,776 | +$680,469 | +1.88% | |
| Ubs Group Ag | 0.01% | 516,476 | $34,102,910 | $34,743,341 | +$640,431 | +1.88% | |
| Kestra Advisory Services, Llc | 0.10% | 475,740 | $31,413,099 | $32,003,030 | +$589,931 | +1.88% | |
| Columbia Advisory Partners Llc | 15.90% | 436,638 | $28,831,197 | $29,372,638 | +$541,441 | +1.88% | |
| Cetera Investment Advisers | 0.03% | 429,394 | $28,352,892 | $28,885,334 | +$532,442 | +1.88% | |
| Quattro Advisors Llc | 15.96% | 363,175 | $23,980,434 | $24,430,782 | +$450,348 | +1.88% | |
| Prestige Wealth Management Group Llc | 4.33% | 360,786 | $23,822,700 | $24,270,074 | +$447,374 | +1.88% | |
| Osaic Holdings, Inc. | 0.03% | 357,500 | $23,607,621 | $24,049,025 | +$441,404 | +1.87% | |
| Ritter Daniher Financial Advisory Llc / De | 3.47% | 345,390 | $22,806,102 | $23,234,385 | +$428,283 | +1.88% | |
| Legacy Financial Advisors, Inc. | 2.71% | 336,730 | $22,234,267 | $22,651,827 | +$417,560 | +1.88% | |
| Western Wealth Management, Llc | 0.65% | 300,758 | $19,859,081 | $20,231,991 | +$372,910 | +1.88% | |
| Etesian Wealth Advisors, Inc. | 5.81% | 297,728 | $19,658,980 | $20,028,163 | +$369,183 | +1.88% | |
| Smartleaf Asset Management Llc | 0.59% | 277,406 | $18,084,105 | $18,661,102 | +$576,997 | +3.19% | |
| Flynn Zito Capital Management, Llc | 4.61% | 257,034 | $16,971,961 | $17,290,677 | +$318,716 | +1.88% | |
| Sound Income Strategies, Llc | 0.70% | 237,599 | $15,688,660 | $15,983,285 | +$294,625 | +1.88% | |
| Resolute Capital, Llc | 4.83% | 211,825 | $13,986,773 | $14,249,468 | +$262,695 | +1.88% | |
| Janney Montgomery Scott Llc | 0.03% | 205,987 | $13,601,000 | $13,856,745 | +$255,745 | +1.88% | |
| Glr Partners, Llc | 6.32% | 205,596 | $13,575,504 | $13,830,443 | +$254,939 | +1.88% | |
| Tru Independence Llc | 5.66% | 196,015 | $12,942,870 | $13,185,929 | +$243,059 | +1.88% | |
| Atria Investments, Inc | 0.13% | 193,726 | $12,791,706 | $13,031,948 | +$240,242 | +1.88% | |
| Oxinas Partners, Llc | 4.96% | 190,503 | $12,578,922 | $12,815,137 | +$236,215 | +1.88% | |
| Us Bancorp \De\ | 0.01% | 181,419 | $11,979,096 | $12,204,056 | +$224,960 | +1.88% | |
| Cwm, Llc | 0.03% | 207,230 | $11,072,303 | $13,940,362 | +$2,868,059 | +25.90% | |
| Centurion Wealth Management Llc | 2.55% | 161,509 | $10,664,440 | $10,864,710 | +$200,270 | +1.88% | |
| Summit Financial, Llc | 0.11% | 148,890 | $9,831,198 | $10,015,830 | +$184,632 | +1.88% | |
| Nbc Securities, Inc. | 0.59% | 131,120 | $8,657,880 | $8,820,442 | +$162,562 | +1.88% | |
| Vericrest Private Wealth | 7.50% | 127,611 | $8,426,143 | $8,584,392 | +$158,249 | +1.88% | |
| United Advisor Group, Llc | 0.67% | 95,524 | $6,307,436 | $6,425,899 | +$118,463 | +1.88% | |
| Kingsview Wealth Management, Llc | 0.07% | 83,917 | $5,541,040 | $5,645,097 | +$104,057 | +1.88% | |
| Kpp Advisory Services Llc | 0.66% | 79,191 | $5,228,992 | $5,327,179 | +$98,187 | +1.88% | |
| Commonwealth Equity Services, Llc | 0.01% | 77,208 | $5,098,070 | $5,193,782 | +$95,712 | +1.88% | |
| Arkadios Wealth Advisors | 0.07% | 73,666 | $4,864,200 | $4,955,512 | +$91,312 | +1.88% | |
| Avestar Capital, Llc | 0.29% | 73,092 | $4,826,265 | $4,916,899 | +$90,634 | +1.88% | |
| Equitable Holdings, Inc. | 0.03% | 70,842 | $4,677,711 | $4,765,541 | +$87,830 | +1.88% | |
| Herold Advisors, Inc. | 0.88% | 67,404 | $4,453,000 | $4,534,267 | +$81,267 | +1.82% | |
| Sunbelt Securities, Inc. | 0.27% | 80,423 | $4,296,990 | $5,410,055 | +$1,113,065 | +25.90% | |
| Flagship Harbor Advisors, Llc | 0.16% | 63,312 | $4,180,453 | $4,258,998 | +$78,545 | +1.88% | |
| Formidable Asset Management, Llc | 0.65% | 76,884 | $4,107,912 | $5,171,987 | +$1,064,075 | +25.90% | |
| Mgo One Seven Llc | 0.07% | 59,895 | $3,954,855 | $4,029,137 | +$74,282 | +1.88% |
Frequently asked questions about QGRW
Who owns the most QGRW stock?
The largest holders of QGRW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US QUALITY GROWTH (QGRW).
Is QGRW widely held by superinvestors?
Many widely followed stocks like QGRW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QGRW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.