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Wisdomtree US Quality Growth (QGRW)

CUSIP: 97717Y477 | NYSE | 240 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Retirement Planning Group, LLC4,613,600
7.9% of portfolio›$316.9M
Trust Point Inc.3,834,381
19.7% of portfolio›$263.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,224,011
1.1% of portfolio›$84.1M
RVW Wealth, LLC1,117,209
4.9% of portfolio›$76.7M
Kestra Advisory Services, LLC551,164
0.1% of portfolio›$37.9M
Columbia Advisory Partners LLC415,634
15.8% of portfolio›$28.5M
Etesian Wealth Advisors, Inc.303,576
6.1% of portfolio›$20.8M
Stenger Family Office, LLC285,270
2.8% of portfolio›$20.0M
Flynn Zito Capital Management, LLC257,992
4.7% of portfolio›$17.7M
Sound Income Strategies, LLC250,072
0.8% of portfolio›$17.4M
GLR Partners, LLC210,372
6.7% of portfolio›$14.4M
tru Independence LLC198,033
5.8% of portfolio›$13.6M
Atria Investments, Inc190,095
0.1% of portfolio›$13.1M
US Bancorp \de\181,331
0.0% of portfolio›$12.5M
Centurion Wealth Management LLC164,473
2.7% of portfolio›$11.3M
Vericrest Private Wealth146,594
9.0% of portfolio›$10.1M
Lanark Financial, Inc.135,434
0.6% of portfolio›$9.3M
United Advisor Group, LLC115,908
0.8% of portfolio›$8.0M
Cambridge Investment Research Advisors, Inc.99,155
0.0% of portfolio›$6.8K
Commonwealth Equity Services, LLC88,068
0.0% of portfolio›$6.0M
KPP Advisory Services LLC84,253
1.0% of portfolio›$5.8M
Formidable Asset Management, LLC76,093
0.7% of portfolio›$5.0M
Avestar Capital, LLC71,611
0.4% of portfolio›$4.9M
Herold Advisors, Inc.70,756
0.9% of portfolio›$4.9M
Golden State Wealth Management, LLC62,448
0.4% of portfolio›$4.3M
MGO One Seven LLC60,087
0.1% of portfolio›$4.1M
Flagship Wealth Advisors, LLC55,959
0.8% of portfolio›$3.8M
Flagship Harbor Advisors, LLC52,715
0.1% of portfolio›$3.6M
TopTier Wealth Management, LLC52,470
2.1% of portfolio›$3.6M
Comprehensive Financial Consultants Institutional, Inc.49,411
0.9% of portfolio›$3.4M
RFG Advisory, LLC44,385
0.0% of portfolio›$3.0M
WT Wealth Management41,297
0.8% of portfolio›$2.8M
Bison Wealth, LLC33,114
0.2% of portfolio›$2.3M
Truist Financial Corp25,707
0.0% of portfolio›$1.8M
Kestra Private Wealth Services, LLC22,287
0.0% of portfolio›$1.5M
Creative Financial Designs Inc16,512
0.1% of portfolio›$1.1M
Farrell Financial LLC16,017
0.6% of portfolio›$1.1M
Park Avenue Securities LLC15,907
0.0% of portfolio›$1.1K
Parsons Capital Management Inc11,754
0.0% of portfolio›$807.2K
WealthPoint Financial, LLC11,419
0.6% of portfolio›$784.2K
XY Planning Network, Inc.11,066
0.1% of portfolio›$760.0K
Creative Planning10,345
0.0% of portfolio›$710.5K
Clarity Asset Management, Inc.9,853
0.3% of portfolio›$676.7K
Cabot Wealth Management Inc9,415
0.1% of portfolio›$646.6K
Trademark Financial Management, LLC7,800
0.2% of portfolio›$535.7K
Concurrent Investment Advisors, LLC7,692
0.0% of portfolio›$528.3K
Horizon Wealth Management, LLC7,450
0.1% of portfolio›$511.7K
Halbert Hargrove Global Advisors, LLC7,139
0.0% of portfolio›$490.3K
CoreCap Advisors, LLC7,095
0.0% of portfolio›$487.3K
Intrua Financial, LLC6,688
0.0% of portfolio›$459.3K
Legacy Advisors, LLC6,225
0.0% of portfolio›$427.5K
Uhlmann Price Securities, LLC5,691
0.0% of portfolio›$390.8K
Virtue Capital Management, LLC5,523
0.0% of portfolio›$379.3K
Dynamic Advisor Solutions LLC5,092
0.0% of portfolio›$349.7K
Signal Advisors Wealth, LLC4,984
0.0% of portfolio›$342.3K
Tempus Wealth Planning, LLC4,864
0.1% of portfolio›$334.1K
Soltis Investment Advisors LLC4,649
0.0% of portfolio›$319.3K
Vise Technologies, Inc.4,544
0.0% of portfolio›$312.1K
StoneX Group Inc.4,385
0.0% of portfolio›$301.2K
Private Trust Co NA4,290
0.0% of portfolio›$294.6K
VestGen Advisors, LLC4,289
0.0% of portfolio›$294.6K
Y-Intercept (Hong Kong) Ltd4,147
0.0% of portfolio›$284.8K
Paragon Capital Management Ltd4,005
0.1% of portfolio›$275.1K
J.W. Cole Advisors, Inc.3,926
0.0% of portfolio›$269.6K
D'Orazio & Associates, Inc.3,864
0.0% of portfolio›$265.4K
Colonial River Investments, LLC3,840
0.1% of portfolio›$263.7K
Lantern Wealth Advisors, LLC3,685
0.1% of portfolio›$253.1K
CRA Financial Services, LLC3,376
0.0% of portfolio›$231.9K
Maia Wealth LLC3,167
0.0% of portfolio›$217.5K
Kingswood Wealth Advisors, LLC3,090
0.0% of portfolio›$212.2K
Team Financial Group, LLC3,087
0.1% of portfolio›$212.0K
SAX Wealth Advisors, LLC3,078
0.0% of portfolio›$211.4K
Omni 360 Wealth, Inc.3,076
0.1% of portfolio›$211.3K
Lionshead Wealth Management, LLC2,944
0.1% of portfolio›$202.2K
Fifth Third Bancorp1,620
0.0% of portfolio›$111.3K
Reap Financial Group, LLC1,272
0.0% of portfolio›$87.4K
Nova Financial LLC1,224
0.0% of portfolio›$84.1K
Polaris Financial Partners1,187
0.1% of portfolio›$116
Covestor Ltd924
0.0% of portfolio›$63
Jnba Financial Advisors829
0.0% of portfolio›$56.9K
GK Wealth Management LLC436
0.0% of portfolio›$30.0K
Markowski Investments430
0.0% of portfolio›$29.6K
Assetmark, Inc376
0.0% of portfolio›$25.8K
Elevated Capital Advisors, LLC322
0.0% of portfolio›$22.1K
Fortitude Family Office, LLC268
0.0% of portfolio›$18.4K
NBT Bank, N.A.261
0.0% of portfolio›$17.9K
Farther Finance Advisors, LLC225
0.0% of portfolio›$15.5K
IFP Advisors, Inc201
0.0% of portfolio›$13.8K
Evolution Wealth Management Inc.188
0.0% of portfolio›$12.9K
Simplex Trading, LLC147
0.0% of portfolio›$10.1K
Latitude Advisors, LLC78
0.0% of portfolio›$5.4K
Cherry Tree Wealth Management, LLC50
0.0% of portfolio›$3.4K
Root Financial Partners, LLC30
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
4,613,600$316.9M7.9%ETFVery LowLeawood, KS2026-10-19
Trust Point Inc.
3,834,381$263.3M19.7%CoreMediumLa Crosse, WI2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,224,011$84.1M1.1%GrowthVery LowSeattle, WA2026-10-27
RVW Wealth, LLC
1,117,209$76.7M4.9%ETFVery LowLos Angeles, CA2026-10-06
Kestra Advisory Services, LLC
551,164$37.9M0.1%CoreLowAustin, TX2026-11-02
Columbia Advisory Partners LLC
415,634$28.5M15.8%ETFMediumSpokane, WA2026-10-15
Etesian Wealth Advisors, Inc.
303,576$20.8M6.1%ETFLowWest Linn, OR2026-10-27
Stenger Family Office, LLC
285,270$20.0M2.8%GrowthMediumNaperville, IL2026-10-22
Flynn Zito Capital Management, LLC
257,992$17.7M4.7%ETFLowGarden City, NY2026-11-04
Sound Income Strategies, LLC
250,072$17.4M0.8%YieldMediumFt Lauderdale, FL2026-10-09
GLR Partners, LLC
210,372$14.4M6.7%GrowthN/AColumbia, MD2026-11-04
tru Independence LLC
198,033$13.6M5.8%ETFLowPortland, OR2026-10-20
Atria Investments, Inc
190,095$13.1M0.1%CoreMediumCharlotte, NC2026-10-15
US Bancorp \de\
181,331$12.5M0.0%IndexLowMinneapolis, MN2026-11-05
Centurion Wealth Management LLC
164,473$11.3M2.7%ETFMediumMclean, VA2026-10-13
Vericrest Private Wealth
146,594$10.1M9.0%ETFLowNewtown, PA2026-10-21
Lanark Financial, Inc.
135,434$9.3M0.6%CoreMediumBirmingham, AL2026-10-26
United Advisor Group, LLC
115,908$8.0M0.8%ETFLowCincinnati, OH2026-11-03
Cambridge Investment Research Advisors, Inc.
99,155$6.8K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
88,068$6.0M0.0%ETFLowWaltham, MA2026-11-02
KPP Advisory Services LLC
84,253$5.8M1.0%GrowthMediumLouisville, KY2026-10-26
Formidable Asset Management, LLC
76,093$5.0M0.7%CoreLowCincinnati, OH2026-11-03
Avestar Capital, LLC
71,611$4.9M0.4%GrowthLowNew York, NY2026-10-28
Herold Advisors, Inc.
70,756$4.9M0.9%CoreLowNew York, NY2026-10-19
Golden State Wealth Management, LLC
62,448$4.3M0.4%ETFMediumSanta Ana, CA2026-11-02
MGO One Seven LLC
60,087$4.1M0.1%GrowthLowBeachwood, OH2026-10-28
Flagship Wealth Advisors, LLC
55,959$3.8M0.8%ETFLowWakefield, MA2026-11-03
Flagship Harbor Advisors, LLC
52,715$3.6M0.1%ETFMediumBoston, MA2026-10-26
TopTier Wealth Management, LLC
52,470$3.6M2.1%ETFVery LowMuskego, WI2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
49,411$3.4M0.9%CoreMediumBloomington, IN2026-10-15
RFG Advisory, LLC
44,385$3.0M0.0%ETFMediumBirmingham, AL2026-11-03
WT Wealth Management
41,297$2.8M0.8%ETFMediumScottsdale, AZ2026-10-13
Bison Wealth, LLC
33,114$2.3M0.2%GrowthMediumAtlanta, GA2026-10-13
Truist Financial Corp
25,707$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
22,287$1.5M0.0%GrowthLowAustin, TX2026-10-30
Creative Financial Designs Inc
16,512$1.1M0.1%ETFMediumKokomo, IN2026-11-04
Farrell Financial LLC
16,017$1.1M0.6%ETFVery LowOrchard Park, NY2026-10-16
Park Avenue Securities LLC
15,907$1.1K0.0%ETFMediumNew York, NY2026-10-26
Parsons Capital Management Inc
11,754$807.2K0.0%CoreLowProvidence, RI2026-10-28
WealthPoint Financial, LLC
11,419$784.2K0.6%ETFMediumCramerton, NC2026-11-03
XY Planning Network, Inc.
11,066$760.0K0.1%ETFLowBozeman, MT2026-10-14
Creative Planning
10,345$710.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Clarity Asset Management, Inc.
9,853$676.7K0.3%ETFHighAmes, IA2026-10-14
Cabot Wealth Management Inc
9,415$646.6K0.1%CoreMediumBeverly, MA2026-11-05
Trademark Financial Management, LLC
7,800$535.7K0.2%ETFMediumBloomington, MN2026-10-23
Concurrent Investment Advisors, LLC
7,692$528.3K0.0%GrowthMediumTampa, FL2026-10-16
Horizon Wealth Management, LLC
7,450$511.7K0.1%ETFVery HighLa Grange, IL2026-11-02
Halbert Hargrove Global Advisors, LLC
7,139$490.3K0.0%ETFLowLong Beach, CA2026-10-16
CoreCap Advisors, LLC
7,095$487.3K0.0%ETFMediumSouthfield, MI2026-10-08
Intrua Financial, LLC
6,688$459.3K0.0%ETFMediumHouston, TX2026-10-28
Legacy Advisors, LLC
6,225$427.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Uhlmann Price Securities, LLC
5,691$390.8K0.0%Agg GrowthLowSkokie, IL2026-11-03
Virtue Capital Management, LLC
5,523$379.3K0.0%GrowthHighBrentwood, TN2026-10-29
Dynamic Advisor Solutions LLC
5,092$349.7K0.0%ETFLowPhoenix, AZ2026-10-13
Signal Advisors Wealth, LLC
4,984$342.3K0.0%ETFLowDetroit, MI2026-10-13
Tempus Wealth Planning, LLC
4,864$334.1K0.1%ETFMediumIrvine, CA2026-10-14
Soltis Investment Advisors LLC
4,649$319.3K0.0%CoreMediumSt. George, UT2026-10-28
Vise Technologies, Inc.
4,544$312.1K0.0%IndexLowNew York, NY2026-10-29
StoneX Group Inc.
4,385$301.2K0.0%ETFMediumNew York, NY2026-11-03
Private Trust Co NA
4,290$294.6K0.0%CoreLowCleveland, OH2026-10-20
VestGen Advisors, LLC
4,289$294.6K0.0%GrowthMediumChicago, IL2026-10-27
Y-Intercept (Hong Kong) Ltd
4,147$284.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Paragon Capital Management Ltd
4,005$275.1K0.1%CoreVery LowDenver, CO2026-10-09
J.W. Cole Advisors, Inc.
3,926$269.6K0.0%IndexLowTampa, FL2026-11-05
D'Orazio & Associates, Inc.
3,864$265.4K0.0%ETFLowVienna, VA2026-11-04
Colonial River Investments, LLC
3,840$263.7K0.1%GrowthMediumMidlothian, VA2026-10-19
Lantern Wealth Advisors, LLC
3,685$253.1K0.1%GrowthLowMelville, NY2026-10-22
CRA Financial Services, LLC
3,376$231.9K0.0%ETFVery LowNorthfield, NJ2026-10-16
Maia Wealth LLC
3,167$217.5K0.0%ETFMediumDenver, CO2026-10-19
Kingswood Wealth Advisors, LLC
3,090$212.2K0.0%GrowthLowSan Diego, CA2026-10-23
Team Financial Group, LLC
3,087$212.0K0.1%ETFLowTemecula, CA2026-10-30
SAX Wealth Advisors, LLC
3,078$211.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Omni 360 Wealth, Inc.
3,076$211.3K0.1%ETFLowPlainsboro, NJ2026-10-13
Lionshead Wealth Management, LLC
2,944$202.2K0.1%ETFLowNew York, NY2026-10-21
Fifth Third Bancorp
1,620$111.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Reap Financial Group, LLC
1,272$87.4K0.0%ETFLowAustin, TX2026-11-02
Nova Financial LLC
1,224$84.1K0.0%N/AN/ATucson, AZ2026-11-04
Polaris Financial Partners
1,187$1160.1%GrowthN/AWesterville, OH2026-10-02
Covestor Ltd
924$630.0%ValueHighLondon, United Kingdom2026-10-30
Jnba Financial Advisors
829$56.9K0.0%ETFMediumBloomington, MN2026-11-03
GK Wealth Management LLC
436$30.0K0.0%GARPVery HighReno, NV2026-10-09
Markowski Investments
430$29.6K0.0%ETFN/ATampa, FL2026-10-30
Assetmark, Inc
376$25.8K0.0%ETFLowConcord, CA2026-10-21
Elevated Capital Advisors, LLC
322$22.1K0.0%ETFMediumSandy, UT2026-11-04
Fortitude Family Office, LLC
268$18.4K0.0%ETFMediumScottsdale, AZ2026-10-14
NBT Bank, N.A.
261$17.9K0.0%CoreLowNorwich, NY2026-10-21
Farther Finance Advisors, LLC
225$15.5K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
201$13.8K0.0%GrowthLowTampa, FL2026-10-16
Evolution Wealth Management Inc.
188$12.9K0.0%ETFMediumFort Myers, FL2026-10-28
Simplex Trading, LLC
147$10.1K0.0%CoreVery HighChicago, IL2026-11-04
Latitude Advisors, LLC
78$5.4K0.0%ETFLowYorkville, IL2026-10-27
Cherry Tree Wealth Management, LLC
50$3.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Root Financial Partners, LLC
30$2.1K0.0%ETFMediumEncinitas, CA2026-10-21