WISDOMTREE US QUALITY GROWTH (QGRW) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.72B in QGRW holdings during the latest filing period.
Retirement Planning Group, Llc is currently the largest disclosed institutional shareholder of QGRW tracked by InsiderSet, reporting ownership valued at approximately $231.40M in its March 31, 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 $281.55M, representing an estimated gain of +21.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed QGRW value among the investors covered in this analysis. Major shareholders include Retirement Planning Group, Llc, Hightower Advisors, Llc, Lpl Financial Llc, 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
148
Total Reported Value
$1.72B
Largest Holder
Retirement Planning Group, Llc
Largest Position
$231.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
157
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, Llc | 7.17% | 4,330,872 | $231,398,510 | $281,549,989 | +$50,151,479 | +21.67% | |
| Hightower Advisors, Llc | 0.20% | 3,549,265 | $189,637,284 | $230,737,718 | +$41,100,434 | +21.67% | |
| Lpl Financial Llc | 0.05% | 3,451,329 | $184,404,474 | $224,370,898 | +$39,966,424 | +21.67% | |
| Morgan Stanley | 0.01% | 2,843,665 | $151,937,058 | $184,866,662 | +$32,929,604 | +21.67% | |
| Trust Point Inc. | 11.65% | 2,510,018 | $134,110,275 | $163,176,270 | +$29,065,995 | +21.67% | |
| Bank Of America Corp | 0.01% | 2,039,375 | $108,963,806 | $132,579,769 | +$23,615,963 | +21.67% | |
| Private Advisor Group, Llc | 0.33% | 1,302,260 | $69,579,728 | $84,659,923 | +$15,080,195 | +21.67% | |
| Rvw Wealth, Llc | 4.44% | 1,065,641 | $56,937,201 | $69,277,321 | +$12,340,120 | +21.67% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.95% | 1,021,046 | $54,554,488 | $66,378,200 | +$11,823,712 | +21.67% | |
| Raymond James Financial Inc | 0.01% | 792,207 | $42,327,620 | $51,501,377 | +$9,173,757 | +21.67% | |
| Envestnet Asset Management Inc | 0.01% | 536,656 | $28,673,517 | $34,888,007 | +$6,214,490 | +21.67% | |
| Ubs Group Ag | 0.00% | 527,364 | $28,177,059 | $34,283,934 | +$6,106,875 | +21.67% | |
| Rockefeller Capital Management L.P. | 0.05% | 506,026 | $27,036,985 | $32,896,750 | +$5,859,765 | +21.67% | |
| Columbia Advisory Partners Llc | 14.53% | 426,047 | $22,763,683 | $27,697,315 | +$4,933,632 | +21.67% | |
| Cetera Investment Advisers | 0.02% | 390,626 | $20,871,152 | $25,394,596 | +$4,523,444 | +21.67% | |
| Prestige Wealth Management Group Llc | 3.77% | 359,265 | $19,195,529 | $23,355,818 | +$4,160,289 | +21.67% | |
| Osaic Holdings, Inc. | 0.03% | 356,447 | $19,046,383 | $23,172,619 | +$4,126,236 | +21.66% | |
| Ritter Daniher Financial Advisory Llc / De | 3.05% | 336,078 | $17,956,648 | $21,848,431 | +$3,891,783 | +21.67% | |
| Kestra Advisory Services, Llc | 0.07% | 333,749 | $17,832,227 | $21,697,022 | +$3,864,795 | +21.67% | |
| Legacy Financial Advisors, Inc. | 2.49% | 333,342 | $17,810,462 | $21,670,563 | +$3,860,101 | +21.67% | |
| Etesian Wealth Advisors, Inc. | 5.03% | 294,796 | $15,750,950 | $19,164,688 | +$3,413,738 | +21.67% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 276,494 | $14,773,074 | $17,974,875 | +$3,201,801 | +21.67% | |
| Smartleaf Asset Management Llc | 0.51% | 277,406 | $14,205,967 | $18,034,164 | +$3,828,197 | +26.95% | |
| Quattro Advisors Llc | 12.26% | 264,811 | $14,148,834 | $17,215,363 | +$3,066,529 | +21.67% | |
| Resolute Capital, Llc | 5.23% | 241,770 | $12,917,756 | $15,717,468 | +$2,799,712 | +21.67% | |
| Flynn Zito Capital Management, Llc | 4.03% | 236,170 | $12,618,574 | $15,353,412 | +$2,734,838 | +21.67% | |
| Cwm, Llc | 0.03% | 207,230 | $11,072,303 | $13,472,022 | +$2,399,719 | +21.67% | |
| Sound Income Strategies, Llc | 0.53% | 203,050 | $10,983,998 | $13,200,281 | +$2,216,283 | +20.18% | |
| Tru Independence Llc | 5.26% | 199,034 | $10,634,387 | $12,939,200 | +$2,304,813 | +21.67% | |
| Glr Partners, Llc | 5.75% | 197,213 | $10,537,091 | $12,820,817 | +$2,283,726 | +21.67% | |
| Atria Investments, Inc | 0.12% | 193,055 | $10,314,911 | $12,550,506 | +$2,235,595 | +21.67% | |
| Oxinas Partners, Llc | 4.53% | 185,687 | $9,921,264 | $12,071,512 | +$2,150,248 | +21.67% | |
| Us Bancorp \De\ | 0.01% | 181,949 | $9,721,535 | $11,828,504 | +$2,106,969 | +21.67% | |
| Centurion Wealth Management Llc | 1.35% | 112,201 | $5,994,900 | $7,294,187 | +$1,299,287 | +21.67% | |
| Vericrest Private Wealth | 5.27% | 110,009 | $5,877,771 | $7,151,685 | +$1,273,914 | +21.67% | |
| Nbc Securities, Inc. | 0.44% | 109,001 | $5,823,944 | $7,086,155 | +$1,262,211 | +21.67% | |
| Western Wealth Management, Llc | 0.18% | 91,929 | $4,911,794 | $5,976,304 | +$1,064,510 | +21.67% | |
| Sunbelt Securities, Inc. | 0.27% | 80,423 | $4,296,990 | $5,228,299 | +$931,309 | +21.67% | |
| Kingsview Wealth Management, Llc | 0.05% | 74,362 | $3,973,178 | $4,834,274 | +$861,096 | +21.67% | |
| Avestar Capital, Llc | 0.27% | 73,361 | $3,919,678 | $4,769,199 | +$849,521 | +21.67% | |
| Equitable Holdings, Inc. | 0.02% | 64,194 | $3,766,262 | $4,173,252 | +$406,990 | +10.81% | |
| Mgo One Seven Llc | 0.07% | 66,726 | $3,565,170 | $4,337,857 | +$772,687 | +21.67% | |
| Flagship Harbor Advisors, Llc | 0.15% | 63,519 | $3,393,778 | $4,129,370 | +$735,592 | +21.67% | |
| Herold Advisors, Inc. | 0.71% | 60,598 | $3,237,748 | $3,939,476 | +$701,728 | +21.67% | |
| Formidable Asset Management, Llc | 0.50% | 54,950 | $3,223,917 | $3,572,300 | +$348,383 | +10.81% | |
| Golden State Wealth Management, Llc | 0.32% | 54,493 | $2,911,555 | $3,542,590 | +$631,035 | +21.67% | |
| Arkadios Wealth Advisors | 0.05% | 54,150 | $2,893,227 | $3,520,292 | +$627,065 | +21.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,277 | $2,793,140 | $3,398,528 | +$605,388 | +21.67% | |
| Td Capital Management Llc | 0.23% | 48,829 | $2,608,930 | $3,174,373 | +$565,443 | +21.67% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.76% | 48,093 | $2,569,609 | $3,126,526 | +$556,917 | +21.67% |
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.