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 $1.87B 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 $275.88M, representing an estimated gain of +19.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
156
Total Reported Value
$1.87B
Largest Holder
Retirement Planning Group, Llc
Largest Position
$231.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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 | $275,876,546 | +$44,478,036 | +19.22% | |
| Hightower Advisors, Llc | 0.20% | 3,549,265 | $189,637,284 | $226,088,181 | +$36,450,897 | +19.22% | |
| Lpl Financial Llc | 0.05% | 3,451,329 | $184,404,474 | $219,849,657 | +$35,445,183 | +19.22% | |
| Trust Point Inc. | 13.89% | 2,477,989 | $163,621,614 | $157,847,899 | -$5,773,715 | -3.53% | |
| Morgan Stanley | 0.01% | 2,843,665 | $151,937,058 | $181,141,461 | +$29,204,403 | +19.22% | |
| Bank Of America Corp | 0.01% | 2,039,375 | $108,963,806 | $129,908,188 | +$20,944,382 | +19.22% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.12% | 1,160,231 | $76,610,054 | $73,906,715 | -$2,703,339 | -3.53% | |
| Private Advisor Group, Llc | 0.34% | 1,113,144 | $73,500,927 | $70,907,273 | -$2,593,654 | -3.53% | |
| Rvw Wealth, Llc | 4.67% | 1,073,242 | $70,866,172 | $68,365,515 | -$2,500,657 | -3.53% | |
| Raymond James Financial Inc | 0.01% | 792,207 | $42,327,620 | $50,463,586 | +$8,135,966 | +19.22% | |
| Kestra Advisory Services, Llc | 0.10% | 475,740 | $31,413,099 | $30,304,638 | -$1,108,461 | -3.53% | |
| Columbia Advisory Partners Llc | 15.90% | 436,638 | $28,831,197 | $27,813,841 | -$1,017,356 | -3.53% | |
| Envestnet Asset Management Inc | 0.01% | 536,656 | $28,673,517 | $34,184,987 | +$5,511,470 | +19.22% | |
| Ubs Group Ag | 0.00% | 527,364 | $28,177,059 | $33,593,087 | +$5,416,028 | +19.22% | |
| Rockefeller Capital Management L.P. | 0.05% | 506,026 | $27,036,985 | $32,233,856 | +$5,196,871 | +19.22% | |
| Ritter Daniher Financial Advisory Llc / De | 3.47% | 345,390 | $22,806,102 | $22,001,343 | -$804,759 | -3.53% | |
| Cetera Investment Advisers | 0.02% | 390,626 | $20,871,152 | $24,882,876 | +$4,011,724 | +19.22% | |
| Etesian Wealth Advisors, Inc. | 5.81% | 297,728 | $19,658,980 | $18,965,274 | -$693,706 | -3.53% | |
| Prestige Wealth Management Group Llc | 3.77% | 359,265 | $19,195,529 | $22,885,181 | +$3,689,652 | +19.22% | |
| Osaic Holdings, Inc. | 0.03% | 356,447 | $19,046,383 | $22,705,674 | +$3,659,291 | +19.21% | |
| Legacy Financial Advisors, Inc. | 2.49% | 333,342 | $17,810,462 | $21,233,885 | +$3,423,423 | +19.22% | |
| Flynn Zito Capital Management, Llc | 4.61% | 257,034 | $16,971,961 | $16,373,066 | -$598,895 | -3.53% | |
| Sound Income Strategies, Llc | 0.70% | 237,599 | $15,688,660 | $15,135,056 | -$553,604 | -3.53% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 276,494 | $14,773,074 | $17,612,668 | +$2,839,594 | +19.22% | |
| Smartleaf Asset Management Llc | 0.51% | 277,406 | $14,205,967 | $17,670,762 | +$3,464,795 | +24.39% | |
| Quattro Advisors Llc | 12.26% | 264,811 | $14,148,834 | $16,868,461 | +$2,719,627 | +19.22% | |
| Resolute Capital, Llc | 4.83% | 211,825 | $13,986,773 | $13,493,253 | -$493,521 | -3.53% | |
| Glr Partners, Llc | 6.32% | 205,596 | $13,575,504 | $13,096,465 | -$479,039 | -3.53% | |
| Atria Investments, Inc | 0.13% | 193,726 | $12,791,706 | $12,340,346 | -$451,360 | -3.53% | |
| Oxinas Partners, Llc | 4.96% | 190,503 | $12,578,922 | $12,135,041 | -$443,881 | -3.53% | |
| Cwm, Llc | 0.03% | 207,230 | $11,072,303 | $13,200,551 | +$2,128,248 | +19.22% | |
| Centurion Wealth Management Llc | 2.55% | 161,509 | $10,664,440 | $10,288,123 | -$376,317 | -3.53% | |
| Tru Independence Llc | 5.26% | 199,034 | $10,634,387 | $12,678,466 | +$2,044,079 | +19.22% | |
| Us Bancorp \De\ | 0.01% | 181,949 | $9,721,535 | $11,590,151 | +$1,868,616 | +19.22% | |
| Nbc Securities, Inc. | 0.59% | 131,120 | $8,657,880 | $8,352,344 | -$305,536 | -3.53% | |
| Vericrest Private Wealth | 7.50% | 127,611 | $8,426,143 | $8,128,821 | -$297,322 | -3.53% | |
| United Advisor Group, Llc | 0.67% | 95,524 | $6,307,436 | $6,084,879 | -$222,557 | -3.53% | |
| Kpp Advisory Services Llc | 0.66% | 79,191 | $5,228,992 | $5,044,467 | -$184,525 | -3.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 77,208 | $5,098,070 | $4,918,150 | -$179,920 | -3.53% | |
| Western Wealth Management, Llc | 0.18% | 91,929 | $4,911,794 | $5,855,877 | +$944,083 | +19.22% | |
| Avestar Capital, Llc | 0.29% | 73,092 | $4,826,265 | $4,655,960 | -$170,305 | -3.53% | |
| Herold Advisors, Inc. | 0.88% | 67,404 | $4,453,000 | $4,293,635 | -$159,365 | -3.58% | |
| Sunbelt Securities, Inc. | 0.27% | 80,423 | $4,296,990 | $5,122,945 | +$825,955 | +19.22% | |
| Flagship Harbor Advisors, Llc | 0.16% | 63,312 | $4,180,453 | $4,032,974 | -$147,479 | -3.53% | |
| Formidable Asset Management, Llc | 0.65% | 76,884 | $4,107,912 | $4,897,511 | +$789,599 | +19.22% | |
| Kingsview Wealth Management, Llc | 0.05% | 74,362 | $3,973,178 | $4,736,859 | +$763,681 | +19.22% | |
| Golden State Wealth Management, Llc | 0.36% | 59,671 | $3,940,070 | $3,801,043 | -$139,027 | -3.53% | |
| Equitable Holdings, Inc. | 0.02% | 64,194 | $3,766,262 | $4,089,158 | +$322,896 | +8.57% | |
| Mgo One Seven Llc | 0.07% | 66,726 | $3,565,170 | $4,250,446 | +$685,276 | +19.22% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.89% | 50,902 | $3,361,059 | $3,242,457 | -$118,602 | -3.53% |
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.