Who owns WisdomTree U.S. Quality Growth Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of QGRW from SEC Form 13F filings across 165 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.
As of the 2026-06-30 reporting period, 165 institutions disclosed 33.3M shares of WisdomTree U.S. Quality Growth Fund worth $2.20B — about 99.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
165
13F holders
$2.20B
value, 2026 filers
99.6%
of shares outstanding (33.3M sh)
30
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 | TRUST POINT INC. | 2.5M | $163.6M | 13.9% | 7.4% | -1.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 2.1M | $141.1M | 0.0% | 6.4% | +4.8% |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.2M | $76.6M | 1.1% | 3.5% | +13.6% |
| 7 | Private Advisor Group, LLC | 1.1M | $73.5M | 0.3% | 3.3% | -14.5% |
| 8 | RVW Wealth, LLC | 1.1M | $70.9M | 4.7% | 3.2% | +0.7% |
| 9 | RAYMOND JAMES FINANCIAL INC | 912,147 | $60.2M | 0.0% | 2.7% | +15.1% |
| 10 | Bluespring Wealth Management, LLCNEW | 692,580 | $45.7M | 0.9% | 2.1% | new |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 681,763 | $45.0M | 0.0% | 2% | +27.0% |
| 12 | Rockefeller Capital Management L.P. | 548,800 | $36.2M | 0.1% | 1.6% | +8.5% |
| 13 | HighTower Advisors, LLC | 540,515 | $35.7M | 0.0% | 1.6% | -84.8% |
| 14 | UBS Group AG | 516,476 | $34.1M | 0.0% | 1.5% | -2.1% |
| 15 | Kestra Advisory Services, LLC | 475,740 | $31.4M | 0.1% | 1.4% | +42.5% |
| 16 | COLUMBIA ADVISORY PARTNERS LLC | 436,638 | $28.8M | 15.9% | 1.3% | +2.5% |
| 17 | Cetera Investment Advisers | 429,394 | $28.4M | 0.0% | 1.3% | +9.9% |
| 18 | Quattro Advisors LLC | 363,175 | $24.0M | 16.0% | 1.1% | +37.1% |
| 19 | Prestige Wealth Management Group LLC | 360,786 | $23.8M | 4.3% | 1.1% | +0.4% |
| 20 | OSAIC HOLDINGS, INC. | 357,500 | $23.6M | 0.0% | 1.1% | +0.3% |
| 21 | Ritter Daniher Financial Advisory LLC / DE | 345,390 | $22.8M | 3.5% | 1% | +2.8% |
| 22 | Legacy Financial Advisors, Inc. | 336,730 | $22.2M | 2.7% | 1% | +1.0% |
| 23 | Western Wealth Management, LLC | 300,758 | $19.9M | 0.6% | 0.9% | +227.2% |
| 24 | Etesian Wealth Advisors, Inc. | 297,728 | $19.7M | 5.8% | 0.9% | +1.0% |
| 25 | Smartleaf Asset Management LLC | 277,406 | $18.1M | 0.6% | 0.8% | 0.0% |
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.