WISDOMTREE TR (QGRW)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
155
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $319.4M | 4,836,523 | 0.07% | 12q | +40.1%+$91.5M |
| Retirement Planning Group, LLC | $299.8M | 4,540,625 | 7.62% | 6q | +4.8%+$13.8M |
| MORGAN STANLEY | $207.6M | 3,143,846 | 0.01% | 10q | +10.6%+$19.8M |
| TRUST POINT INC. | $163.6M | 2,477,989 | 13.89% | 10q | -1.3%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $141.1M | 2,136,892 | 0.01% | 10q | +4.8%+$6.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $76.6M | 1,160,231 | 1.12% | 4q | +13.6%+$9.2M |
| Private Advisor Group, LLC | $73.5M | 1,113,144 | 0.34% | 11q | -14.5%-$12.5M |
| RVW Wealth, LLC | $70.9M | 1,073,242 | 4.67% | 11q | +0.7%+$501.9K |
| RAYMOND JAMES FINANCIAL INC | $60.2M | 912,147 | 0.02% | 7q | +15.1%+$7.9M |
| Bluespring Wealth Management, LLC | $45.7M | 692,580 | 0.88% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $45.0M | 681,763 | 0.01% | 10q | +27.0%+$9.6M |
| Rockefeller Capital Management L.P. | $36.2M | 548,800 | 0.06% | 4q | +8.5%+$2.8M |
| HighTower Advisors, LLC | $35.7M | 540,515 | 0.03% | 5q | -84.8%-$198.7M |
| UBS Group AG | $34.1M | 516,476 | 0.00% | 13q | -2.1%-$718.9K |
| Kestra Advisory Services, LLC | $31.4M | 475,740 | 0.10% | 12q | +42.5%+$9.4M |
| COLUMBIA ADVISORY PARTNERS LLC | $28.8M | 436,638 | 15.90% | 7q | +2.5%+$699.3K |
| Cetera Investment Advisers | $28.4M | 429,394 | 0.03% | 10q | +9.9%+$2.6M |
| Quattro Advisors LLC | $24.0M | 363,175 | 15.96% | 3q | +37.1%+$6.5M |
| Prestige Wealth Management Group LLC | $23.8M | 360,786 | 4.32% | 13q | HELD |
| OSAIC HOLDINGS, INC. | $23.6M | 357,500 | 0.03% | 13q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $22.8M | 345,390 | 3.47% | 7q | +2.8%+$614.9K |
| Legacy Financial Advisors, Inc. | $22.2M | 336,730 | 2.71% | 14q | +1.0%+$223.7K |
| Western Wealth Management, LLC | $19.9M | 300,758 | 0.65% | 5q | +227.2%+$13.8M |
| Etesian Wealth Advisors, Inc. | $19.7M | 297,728 | 5.81% | 9q | +1.0%+$193.6K |
| Smartleaf Asset Management LLC | $18.1M | 277,406 | 0.59% | 10q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $17.0M | 257,034 | 4.61% | 4q | +8.8%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.7M | 252,706 | 0.01% | 9q | -8.6%-$1.6M |
| Sound Income Strategies, LLC | $15.7M | 237,599 | 0.70% | 4q | +17.0%+$2.3M |
| RESOLUTE CAPITAL, LLC | $14.0M | 211,825 | 4.83% | 3q | -12.4%-$2.0M |
| GLR Partners, LLC | $13.6M | 205,596 | 6.32% | 2q | +4.3%+$553.5K |
| tru Independence LLC | $12.9M | 196,015 | 5.66% | 10q | -1.5%-$199.3K |
| Atria Investments, Inc | $12.8M | 193,726 | 0.13% | 10q | HELD |
| Oxinas Partners, LLC | $12.6M | 190,503 | 4.96% | 10q | +2.6%+$318.0K |
| US BANCORP \DE\ | $12.0M | 181,419 | 0.01% | 2q | HELD |
| Centurion Wealth Management LLC | $10.7M | 161,509 | 2.55% | 2q | +43.9%+$3.3M |
| Summit Financial, LLC | $9.8M | 148,890 | 0.11% | 4q | +218.3%+$6.7M |
| LANARK FINANCIAL, INC. | $8.7M | 131,120 | 0.59% | 10q | +20.3%+$1.5M |
| Vericrest Private Wealth | $8.4M | 127,611 | 7.50% | 3q | +16.0%+$1.2M |
| United Advisor Group, LLC | $6.3M | 95,524 | 0.67% | 6q | +417.0%+$5.1M |
| Kingsview Wealth Management, LLC | $5.5M | 83,917 | 0.07% | 10q | +12.8%+$630.9K |
| KPP Advisory Services LLC | $5.2M | 79,191 | 0.66% | 7q | +108.5%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 77,208 | 0.01% | 11q | +47.7%+$1.6M |
| Arkadios Wealth Advisors | $4.9M | 73,666 | 0.07% | 6q | +36.0%+$1.3M |
| Avestar Capital, LLC | $4.8M | 73,092 | 0.27% | 9q | HELD |
| Equitable Holdings, Inc. | $4.7M | 70,842 | 0.03% | 9q | +10.4%+$439.0K |
| Herold Advisors, Inc. | $4.5M | 67,404 | 0.88% | 11q | +11.2%+$449.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.2M | 63,312 | 0.16% | 10q | HELD |
| Formidable Asset Management, LLC | $4.1M | 76,884 | 0.65% | 3q | +39.9%+$1.2M |
| Global Retirement Partners, LLC | $4.0M | 61,097 | 0.06% | new | NEW |
| MGO ONE SEVEN LLC | $4.0M | 59,895 | 0.07% | 7q | -10.2%-$451.0K |
| Golden State Wealth Management, LLC | $3.9M | 59,671 | 0.36% | 5q | +9.5%+$341.9K |
| Comprehensive Financial Consultants Institutional, Inc. | $3.4M | 50,902 | 0.89% | 8q | +5.8%+$185.5K |
| TD Capital Management LLC | $3.3M | 49,781 | 0.27% | 10q | +1.9%+$62.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 48,248 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.1M | 46,606 | 0.02% | 5q | +467.0%+$2.5M |
| HARBOUR INVESTMENTS, INC. | $3.0M | 46,133 | 0.04% | 10q | +20.2%+$512.4K |
| JPMORGAN CHASE & CO | $2.9M | 44,415 | 0.00% | 10q | +40.9%+$839.8K |
| TopTier Wealth Management, LLC | $2.9M | 43,171 | 1.72% | 3q | +11.0%+$281.6K |
| RFG Advisory, LLC | $2.6M | 39,791 | 0.04% | 10q | +5.9%+$146.9K |
| GOLDMAN SACHS GROUP INC | $2.5M | 38,270 | 0.00% | 2q | +498.8%+$2.1M |
| FLAGSHIP WEALTH ADVISORS, LLC | $2.3M | 34,092 | 0.50% | new | NEW |
| Bison Wealth, LLC | $2.1M | 32,132 | 0.19% | 3q | +6.1%+$121.1K |
| Bravias Capital Group, LLC | $2.0M | 30,262 | 1.19% | 7q | +4.5%+$86.8K |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 30,322 | 0.00% | 5q | +42.1%+$572.4K |
| Sanctuary Advisors, LLC | $1.9M | 28,646 | 0.01% | 8q | +10.0%+$172.3K |
| TRUIST FINANCIAL CORP | $1.6M | 24,965 | 0.00% | 4q | +214.1%+$1.1M |
| Gladstone Institutional Advisory LLC | $1.6M | 24,889 | 0.05% | 6q | -10.8%-$199.3K |
| Sigma Planning Corp | $1.6M | 24,578 | 0.04% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.6M | 23,937 | 0.02% | 10q | +1.9%+$30.2K |
| Geneos Wealth Management Inc. | $1.4M | 21,147 | 0.03% | 2q | +106.1%+$718.7K |
| CreativeOne Wealth, LLC | $1.3M | 19,941 | 0.03% | 8q | -5.0%-$69.1K |
| Stratos Wealth Partners, LTD. | $1.3M | 19,637 | 0.01% | 4q | +36.1%+$344.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 19,292 | 0.01% | 7q | +26.8%+$269.1K |
| AMERIPRISE FINANCIAL INC | $1.2M | 17,616 | 0.00% | 4q | -79.1%-$4.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 17,479 | 0.00% | 6q | -57.1%-$1.5M |
| STIFEL FINANCIAL CORP | $1.1M | 17,404 | 0.00% | 2q | +25.5%+$233.3K |
| GK Wealth Management LLC | $1.1M | 17,075 | 0.59% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 15,331 | 0.05% | 6q | +6.7%+$63.4K |
| Farrell Financial LLC | $977.9K | 14,810 | 0.53% | 7q | +0.6%+$5.6K |
| Hopwood Nicholas Hunter | $947.8K | 14,354 | 0.26% | 3q | +8.2%+$71.7K |
| Trademark Financial Management, LLC | $944.9K | 14,310 | 0.39% | 3q | -0.7%-$6.5K |
| XY Planning Network, Inc. | $816.0K | 12,358 | 0.10% | 2q | +7.7%+$58.3K |
| Gateway Wealth Partners, LLC | $801.2K | 12,134 | 0.05% | 7q | -45.5%-$667.8K |
| WealthPoint Financial, LLC | $754.1K | 11,421 | 0.55% | 3q | +27.8%+$164.0K |
| Empirical Asset Management, LLC | $686.0K | 10,389 | 0.15% | 5q | +23.1%+$128.8K |
| Creative Planning | $679.8K | 10,295 | 0.00% | 4q | +0.5%+$3.4K |
| GTS SECURITIES LLC | $677.1K | 10,254 | 0.01% | new | NEW |
| Clarity Asset Management, Inc. | $648.3K | 9,818 | 0.32% | 2q | +153.2%+$392.3K |
| Sankala Group LLC | $639.5K | 9,534 | 0.43% | 3q | +28.6%+$142.1K |
| Integrated Wealth Concepts LLC | $636.4K | 9,638 | 0.00% | 3q | +64.8%+$250.2K |
| Horizon Wealth Management, LLC | $635.7K | 9,628 | 0.08% | 3q | -1.1%-$7.4K |
| Kovack Advisors, Inc. | $605.7K | 9,194 | 0.03% | 3q | +4.8%+$27.5K |
| Concurrent Investment Advisors, LLC | $594.9K | 9,011 | 0.01% | 6q | HELD |
| Millington Financial Advisors, LLC | $586.5K | 9,086 | 0.23% | 13q | HELD |
| BROWN ADVISORY INC | $578.8K | 8,766 | 0.00% | 9q | HELD |
| Founders Financial Alliance, LLC | $545.9K | 8,267 | 0.07% | 9q | +2.3%+$12.0K |
| FMR LLC | $542.1K | 8,209 | 0.00% | 11q | +42.4%+$161.3K |
| Mariner, LLC | $517.9K | 7,844 | 0.00% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $513.8K | 7,781 | 0.02% | 3q | +35.9%+$135.8K |
| COMMERCE BANK | $499.2K | 7,560 | 0.00% | new | NEW |
Showing the largest 100 of 163 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 155 | $2.2B | 33,003,270 | 25 | 81 | 24 | 0.0% |
| Q1 2026 | 144 | $1.7B | 32,198,151 | 26 | 70 | 28 | 0.0% |
| Q4 2025 | 128 | $1.6B | 27,795,805 | 19 | 56 | 30 | 0.0% |
| Q3 2025 | 108 | $1.4B | 24,501,374 | 20 | 45 | 27 | 0.0% |
| Q2 2025 | 94 | $1.3B | 24,054,174 | 13 | 47 | 24 | 0.0% |
| Q1 2025 | 91 | $683.3M | 15,564,380 | 17 | 46 | 15 | 0.0% |
| Q4 2024 | 83 | $533.3M | 10,821,868 | 18 | 38 | 10 | 0.0% |
| Q3 2024 | 70 | $406.9M | 8,916,969 | 17 | 37 | 9 | 0.0% |
| Q2 2024 | 54 | $352.0M | 7,851,681 | 14 | 26 | 9 | 0.0% |
| Q1 2024 | 42 | $282.2M | 6,865,133 | 26 | 12 | 3 | 0.0% |
| Q4 2023 | 20 | $74.1M | 2,025,281 | 12 | 4 | 3 | 0.0% |
| Q3 2023 | 8 | $38.0M | 1,196,924 | 3 | 3 | 2 | 0.0% |
| Q2 2023 | 6 | $36.7M | 1,111,753 | 5 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $457.4K | 30,004 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $380.5K | 29,421 | 2 | 0 | 0 | 0.0% |