Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y477US QUALITY GROWQGRWQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
150
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.33M | $231.40M |
| 2 | Hightower Advisors, LLC | 3.55M | $189.64M |
| 3 | Lpl Financial LLC | 3.45M | $184.40M |
| 4 | Morgan Stanley | 2.84M | $151.94M |
| 5 | Trust Point Inc. | 2.51M | $134.11M |
| 6 | Bank Of America Corp /De/ | 2.04M | $108.96M |
| 7 | Private Advisor Group, LLC | 1.30M | $69.58M |
| 8 | Rvw Wealth, LLC | 1.07M | $56.94M |
| 9 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 1.02M | $54.55M |
| 10 | Raymond James Financial Inc | 792.2K | $42.33M |