Who Owns WisdomTree U.S. Quality Growth Fund (QGRW)?Hedge Fund & Institutional Holders

$55.28-0.62 (-1.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.696295247247203e+225T

% of Float Held

QoQ Change in Holders

+14 / -0

Price History

$38.88$44.31$49.75$55.18$60.61Sep 24Jun 25Mar 26

QGRW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCIncreased+5K+$357.6M
Retirement Planning Group, LLCNew Position+4.2M+$247.2M
RVW Wealth, LLCNew Position+1.1M+$63.5M
Horizon Wealth Management, LLCNew Position+515K+$30.2M
COLUMBIA ADVISORY PARTNERS LLCNew Position+403K+$23.6M
Etesian Wealth Advisors, Inc.New Position+285K+$16.7M
Smartleaf Asset Management LLCNew Position+262K+$15.0M
Quattro Advisors LLCNew Position+254K+$14.9M
RESOLUTE CAPITAL, LLCNew Position+219K+$12.8M
FLYNN ZITO CAPITAL MANAGEMENT, LLCNew Position+214K+$12.5M
tru Independence LLCNew Position+183K+$10.8M
Oxinas Partners, LLCNew Position+175K+$10.2M
CWM, LLCNew Position+144K+$8.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+138K+$8.0M
Sanctuary Advisors, LLCNew Position+152K+$7.4M

QGRW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Trust Point Inc.Decreased-17K-$151.1B
Prestige Wealth Management Group LLCDecreased-115-$21.9B
Legacy Financial Advisors, Inc.Decreased-19K-$19.9B
Insight Advisors, LLC/ PADecreased-451-$15.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-266K-$15.4B
AMERIPRISE FINANCIAL INCDecreased-12K-$5.6B
Sunbelt Securities, Inc.Decreased-843-$4.8B
MML INVESTORS SERVICES, LLCDecreased-1K-$2.3B
Summit Financial, LLCDecreased-577-$2.0B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-13K-$1.7B
NewEdge Advisors, LLCDecreased-3K-$538.9M
Soltis Investment Advisors LLCDecreased-1K-$530.9M
Empirical Asset Management, LLCDecreased-2K-$471.8M
Enclave Advisors LLCDecreased-2K-$340.2M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-2K-$339.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC45,957$2.7B0.24%Share
2Retirement Planning Group, LLC4,214,209$247.2M8.12%Share
3HighTower Advisors, LLC3,474,401$203.0M0.22%Share
4LPL Financial LLC2,817,821$165.0M0.05%Share
5Trust Point Inc.2,366,781$138.9M10.97%Share
6MORGAN STANLEY2,344,689$137.0M0.01%Share
7BANK OF AMERICA CORP /DE/1,545,097$90.0M0.01%Share
8Private Advisor Group, LLC1,153,475$67.0M0.32%Share
9RVW Wealth, LLC1,082,120$63.5M4.85%Share
10Empirical Financial Services, LLC d.b.a. Empirical Wealth Management723,464$42.4M0.76%Share
11Horizon Wealth Management, LLC514,956$30.2M4.69%Share
12COLUMBIA ADVISORY PARTNERS LLC402,504$23.6M16.09%Share
13Prestige Wealth Management Group LLC382,611$22.4M4.28%Share
14Cetera Investment Advisers371,378$21.0M0.02%Share
15OSAIC HOLDINGS, INC.369,998$21.0M0.03%Share
16Legacy Financial Advisors, Inc.328,144$19.3M2.66%Share
17Etesian Wealth Advisors, Inc.285,340$16.7M5.25%Share
18Insight Advisors, LLC/ PA275,021$16.1M2.44%Share
19Smartleaf Asset Management LLC261,909$15.0M0.57%Share
20Kestra Advisory Services, LLC256,351$15.0M0.06%Share
21Quattro Advisors LLC253,502$14.9M11.89%Share
22Trust Point Inc.250,528$14.7M1.16%Share
23RESOLUTE CAPITAL, LLC218,948$12.8M5.37%Share
24FLYNN ZITO CAPITAL MANAGEMENT, LLC213,896$12.5M4.49%Share
25Atria Investments, Inc195,959$11.0M0.13%Share
26tru Independence LLC183,393$10.8M2.71%Share
27UBS Group AG174,672$10.2M0.00%Share
28Oxinas Partners, LLC174,525$10.2M4.93%Share
29Sound Income Strategies, LLC167,464$9.9M0.47%Share
30CWM, LLC144,429$8.5M0.02%Share
31ENVESTNET ASSET MANAGEMENT INC137,741$8.0M0.00%Share
32Concurrent Investment Advisors, LLC102,396$6.0M0.07%Share
33NBC SECURITIES, INC.88,006$5.2M0.39%Share
34RAYMOND JAMES FINANCIAL INC98,841$5.0M0.00%Share
35AMERIPRISE FINANCIAL INC86,322$5.0M0.00%Share
36Rockefeller Capital Management L.P.99,360$5.0M0.01%Share
37Sunbelt Securities, Inc.82,578$4.8M0.32%Share
38Cambridge Investment Research Advisors, Inc.70,587$4.0M0.01%Share
39Avestar Capital, LLC71,804$4.0M0.26%Share
40Kingsview Wealth Management, LLC75,558$4.0M0.06%Share
41FLAGSHIP HARBOR ADVISORS, LLC61,334$3.6M0.17%Share
42MGO ONE SEVEN LLC60,663$3.6M0.07%Share
43Herold Advisors, Inc.55,154$3.2M0.72%Share
44RAYMOND JAMES FINANCIAL INC53,582$3.0M0.00%Share
45Comprehensive Financial Consultants Institutional, Inc.46,422$2.7M0.82%Share
46RFG Advisory, LLC37,394$2.2M0.04%Share
47Equitable Holdings, Inc.43,408$2.0M0.01%Share
48MML INVESTORS SERVICES, LLC38,608$2.0M0.00%Share
49Summit Financial, LLC34,686$2.0M0.03%Share
50KPP Advisory Services LLC33,594$2.0M0.29%Share

QGRW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025130$4.3B+64
Q3 202566$945.9B-24
Q2 202590$1.1T-6
Q1 202596$682.9B+22
Q4 202474$73.0T+14
Q3 202460$139.2T+12
Q2 202448$115.4T+14
Q1 202434$54.1T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold QGRW (WisdomTree U.S. Quality Growth Fund). The largest holder is TD Capital Management LLC with $2.7B in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own QGRW?

As of Q4 2025, 50 institutional investors report holding QGRW (WisdomTree U.S. Quality Growth Fund) in their 13F filings.

Who is the largest institutional holder of QGRW?

The largest institutional holder of QGRW is TD Capital Management LLC with $2.7B in shares.

Is institutional ownership of QGRW increasing or decreasing?

This quarter, 14 institutions opened new positions in QGRW and 0 closed their positions.