QGRWWISDOMTREE TR
CUSIP 97717Y477 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (QGRW) has 151 institutional holders in Filings Flow’s 13F database, together reporting 31.76M shares worth $1.7B as of Q1 2026. The largest reported holders are Retirement Planning Group, LLC, Hightower Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
150
Q1 2026
Reported Value
$1.7B
Ticker
QGRW
Quarters Tracked
14
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Smith Anglin Financial, LLC$1.1B AUM | 16.15% | $178M | 3.39M | Q2 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 14.53% | $23M | 426.0K | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 12.26% | $14M | 264.8K | Q1 2026 |
| Trust Point Inc.$1.2B AUM | 11.65% | $134M | 2.51M | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 7.17% | $231M | 4.33M | Q1 2026 |
| GLR Partners, LLC$183M AUM | 5.75% | $11M | 197.2K | Q1 2026 |
| Vericrest Private Wealth$111M AUM | 5.27% | $6M | 110.0K | Q1 2026 |
| tru Independence LLC$202M AUM | 5.26% | $11M | 199.0K | Q1 2026 |
| RESOLUTE CAPITAL, LLC$247M AUM | 5.23% | $13M | 241.8K | Q1 2026 |
| Etesian Wealth Advisors, Inc.$313M AUM | 5.03% | $16M | 294.8K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 4.53% | $10M | 185.7K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 4.44% | $57M | 1.07M | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 4.03% | $13M | 236.2K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 3.77% | $19M | 359.3K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 3.05% | $18M | 336.1K | Q1 2026 |
| Legacy Financial Advisors, Inc.$715M AUM | 2.49% | $18M | 333.3K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 1.35% | $6M | 112.2K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 1.28% | $2M | 38.9K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 1.01% | $2M | 28.9K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.94% | $55M | 1.02M | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.76% | $3M | 48.1K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.71% | $3M | 60.6K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.69% | $1M | 17.7K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.53% | $11M | 203.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.51% | $14M | 277.4K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.50% | $3M | 55.0K | Q1 2026 |
| Farrell Financial LLC$167M AUM | 0.47% | $786,748 | 14.7K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 0.47% | $772,038 | 8.4K | Q2 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.46% | $524,322 | 8.9K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.45% | $525,784 | 9.0K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.44% | $6M | 109.0K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 0.38% | $769,819 | 14.4K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.33% | $400,402 | 7.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.33% | $70M | 1.30M | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.32% | $3M | 54.5K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.29% | $2M | 38.0K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.27% | $4M | 80.4K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.25% | $4M | 73.4K | Q1 2026 |
| WIN ADVISORS, INC$219M AUM | 0.24% | $493,755 | 8.6K | Q3 2025OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.24% | $564,129 | 9.1K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.23% | $3M | 48.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.20% | $190M | 3.55M | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.19% | $2M | 30.3K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.19% | $224,406 | 4.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.18% | $5M | 91.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.15% | $3M | 63.5K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.15% | $671,224 | 12.8K | Q2 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.12% | $987,108 | 18.5K | Q1 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.12% | $450,863 | 8.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.12% | $10M | 193.1K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.11% | $216,247 | 3.8K | Q3 2025OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.11% | $270,703 | 4.6K | Q4 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.10% | $207,148 | 3.9K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.10% | $278,103 | 5.2K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.10% | $620,740 | 11.5K | Q1 2026 |
| Paragon Capital Management Ltd$476M AUM | 0.09% | $408,312 | 7.6K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.08% | $427,013 | 8.0K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 0.08% | $237,637 | 4.0K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.08% | $431,982 | 8.1K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 0.08% | $520,392 | 9.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $4M | 66.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $18M | 333.7K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $246,163 | 4.6K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.06% | $1M | 27.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.05% | $4M | 74.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.05% | $184M | 3.45M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $27M | 506.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 54.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.05% | $767,843 | 14.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 22.2K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.04% | $390,389 | 7.3K | Q1 2026 |
| Legacy Advisors, LLC$848M AUM | 0.04% | $332,602 | 6.2K | Q1 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.04% | $202,019 | 3.8K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 37.6K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 46.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 38.4K | Q1 2026 |
| ZEGA Investments, LLC$890M AUM | 0.03% | $280,133 | 5.2K | Q1 2026 |
| Enclave Advisors LLC$729M AUM | 0.03% | $213,404 | 4.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.03% | $11M | 207.2K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $98,624 | 1.7K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $19M | 356.4K | Q1 2026 |
| D'Orazio & Associates, Inc.$772M AUM | 0.03% | $206,438 | 3.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 21.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $474,133 | 8.8K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 64.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 23.5K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $355,999 | 6.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 390.6K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.02% | $303,376 | 5.7K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.02% | $381,438 | 7.1K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.01% | $305,887 | 5.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $42M | 792.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $548,352 | 10.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.01% | $10M | 181.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $813,019 | 15.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $281,362 | 5.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $15M | 276.5K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $770,802 | 14.4K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $250,274 | 5.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $138M | 2.34M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $109M | 2.04M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $29M | 536.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 26.0K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $235,092 | 4.4K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $277,670 | 4.3K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $10,045 | 188 | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $331,662 | 5.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $59,895 | 1.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $482,236 | 9.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $764,551 | 13.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 527.4K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $20,945 | 392 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 52.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $54,569 | 951 | Q3 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $40,271 | 754 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $21,019 | 400 | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $203,248 | 3.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $312,512 | 5.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $439,195 | 8.2K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $14,960 | 280 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $356,236 | 6.8K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $653,254 | 12.2K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $5,343 | 100 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $352,363 | 6.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $239,794 | 4.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $146,291 | 2.7K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $1,603 | 30 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $32,695 | 570 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $75,039 | 1.3K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $41,011 | 699 | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $468,367 | 8.8K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $6,892 | 129 | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $2,672 | 50 | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $10,686 | 200 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $32,058 | 600 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $741,129 | 13.9K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $1,527 | 26 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $424,715 | 7.9K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $2,672 | 50 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 21.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 42.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $419,105 | 7.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $547,283 | 10.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,736 | 100 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $11,221 | 210 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $200,006 | 3.4K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $52,522 | 983 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 40.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,739 | 201 | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $29,280 | 548 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $32,485 | 608 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $87,946 | 1.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $967,884 | 18.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $213,720 | 4.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,656 | 31 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $819,296 | 15.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 31.5K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $6,708 | 108 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $16,369 | 279 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $11,968 | 224 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $20,090 | 376 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $341,471 | 6.4K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $33,957 | 592 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $308,096 | 5.8K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $21,372 | 400 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $34,783 | 651 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $37,000 | 696 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.