Who owns WisdomTree U.S. Quality Growth Fund?
Institutional ownership of QGRW from SEC Form 13F filings across 115 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
115
13F holders
$1.69B
value, 2026 filers
77.9%
of shares outstanding (26.0M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of QGRW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.8M | $319.4M | 0.1% | 14.5% | +40.1% |
| 2 | Retirement Planning Group, LLC | 4.5M | $299.8M | 7.6% | 13.6% | +4.8% |
| 3 | MORGAN STANLEY | 3.1M | $207.6M | 0.0% | 9.4% | +10.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 2.1M | $141.1M | 0.0% | 6.4% | +4.8% |
| 5 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.2M | $76.6M | 1.1% | 3.5% | +13.6% |
| 6 | RVW Wealth, LLC | 1.1M | $70.9M | 4.7% | 3.2% | +0.7% |
| 7 | RAYMOND JAMES FINANCIAL INC | 912,147 | $60.2M | 0.0% | 2.7% | +15.1% |
| 8 | Bluespring Wealth Management, LLCNEW | 692,580 | $45.7M | 0.9% | 2.1% | new |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 681,763 | $45.0M | 0.0% | 2% | +27.0% |
| 10 | Rockefeller Capital Management L.P. | 548,800 | $36.2M | 0.1% | 1.6% | +8.5% |
| 11 | HighTower Advisors, LLC | 540,515 | $35.7M | 0.0% | 1.6% | -84.8% |
| 12 | UBS Group AG | 516,476 | $34.1M | 0.0% | 1.5% | -2.1% |
| 13 | Kestra Advisory Services, LLC | 475,740 | $31.4M | 0.1% | 1.4% | +42.5% |
| 14 | Cetera Investment Advisers | 429,394 | $28.4M | 0.0% | 1.3% | +9.9% |
| 15 | Prestige Wealth Management Group LLC | 360,786 | $23.8M | 4.3% | 1.1% | +0.4% |
| 16 | OSAIC HOLDINGS, INC. | 357,500 | $23.6M | 0.0% | 1.1% | +0.3% |
| 17 | Western Wealth Management, LLC | 300,758 | $19.9M | 0.6% | 0.9% | +227.2% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 252,706 | $16.7M | 0.0% | 0.8% | -8.6% |
| 19 | Sound Income Strategies, LLC | 237,599 | $15.7M | 0.7% | 0.7% | +17.0% |
| 20 | Janney Montgomery Scott LLC | 205,987 | $13,601 | 0.0% | 0.6% | +4924.1% |
| 21 | Atria Investments, Inc | 193,726 | $12.8M | 0.1% | 0.6% | +0.3% |
| 22 | Oxinas Partners, LLC | 190,503 | $12.6M | 5.0% | 0.6% | +2.6% |
| 23 | Cambridge Investment Research Advisors, Inc. | 184,602 | $12,190 | 0.0% | 0.6% | +106.4% |
| 24 | US BANCORP \DE\ | 181,419 | $12.0M | 0.0% | 0.5% | -0.3% |
| 25 | Summit Financial, LLC | 148,890 | $9.8M | 0.1% | 0.4% | +218.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.