Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y477US QUALITY GROWQGRWQ1 2026
Institutional Holders
150
13F filers
Shares Held
32.26M
Aggregate institutional
Institutional Value
$1.72B
Q1 2026
Net New Holders
+18
26 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased76
Decreased31
Sold out8
Institutional Holders
150 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.33M | $231.40M | +116.7K | Added |
| 2 | Hightower Advisors, LLC | 3.55M | $189.64M | +74.9K | Added |
| 3 | Lpl Financial LLC | 3.45M | $184.40M | +633.5K | Added |
| 4 | Morgan Stanley | 2.84M | $151.94M | +499.0K | Added |
| 5 | Trust Point Inc. | 2.51M | $134.11M | −110.3K | Reduced |
| 6 | Bank Of America Corp /De/ | 2.04M | $108.96M | +464.9K | Added |
| 7 | Private Advisor Group, LLC | 1.30M | $69.58M | +148.8K | Added |
| 8 | Rvw Wealth, LLC | 1.07M | $56.94M | −16.5K | Reduced |
| 9 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 1.02M | $54.55M | +297.6K | Added |
| 10 | Raymond James Financial Inc | 792.2K | $42.33M | +639.8K | Added |
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