Who owns QGRW?
Wisdomtree U.S. Quality Growth Fund · WisdomTree
164 institutions reported holding QGRW, worth $2.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of QGRW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $319.4M | 4,836,523 | +1,385,194 shares |
| Retirement Planning Group, LLC | Leawood, KS | $299.8M | 4,540,625 | +209,753 shares |
| Morgan Stanley | New York, NY | $207.6M | 3,143,846 | +300,181 shares |
| Trust Point Inc. | La Crosse, WI | $163.6M | 2,477,989 | −32,029 shares |
| Bank of America Corp. | Charlotte, NC | $141.1M | 2,136,892 | +97,517 shares |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $76.6M | 1,160,231 | +139,185 shares |
| Private Advisor Group, LLC | Morristown, NJ | $73.5M | 1,113,144 | −189,116 shares |
| RVW Wealth, LLC | Los Angeles, CA | $70.9M | 1,073,242 | +7,601 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $60.2M | 912,147 | +119,940 shares |
| Bluespring Wealth Management, LLC | Austin, TX | $45.7M | 692,580 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns QGRW?
164 institutional managers reported holding QGRW in Form 13F filings for June 30, 2026, worth $2.2B in total. The largest reported position was held by LPL Financial LLC, at $319.4M.
Did institutions buy or sell QGRW last quarter?
Reported 13F value rose 29.1% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is QGRW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.