WisdomTree Trust - QGRW

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$2.374B
QoQ value delta ($000)
+$174.8M (+7.95%)
Implied price effect (QoQ)
+1.8%
Shares
Total shares
35,338,614
QoQ shares delta
+2,011,950 (+6.04%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (QGRW)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 89 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 319,355 4,836,523 0.07%
Retirement Planning Group, LLC 316,862 4,613,600 7.9%
Trust Point Inc. 263,345 3,834,381 19.73%
MORGAN STANLEY 207,588 3,143,846 0.01%
BANK OF AMERICA CORP /DE/ 141,098 2,136,892 0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 84,065 1,224,011 1.14%
RVW Wealth, LLC 76,729 1,117,209 4.92%
Private Advisor Group, LLC 73,500 1,113,144 0.34%
RAYMOND JAMES FINANCIAL INC 60,229 912,147 0.02%
Bluespring Wealth Management, LLC 45,731 692,580 0.88%
ENVESTNET ASSET MANAGEMENT INC 45,016 681,763 0.01%
Kestra Advisory Services, LLC 37,853 551,164 0.11%
Rockefeller Capital Management L.P. 36,237 548,800 0.06%
HighTower Advisors, LLC 35,690 540,515 0.03%
UBS Group AG 34,102 516,476 0.0%
COLUMBIA ADVISORY PARTNERS LLC 28,545 415,634 15.75%
Cetera Investment Advisers 28,352 429,394 0.03%
Quattro Advisors LLC 23,980 363,175 15.96%
Prestige Wealth Management Group LLC 23,822 360,786 4.32%
OSAIC HOLDINGS, INC. 23,607 357,500 0.03%
Ritter Daniher Financial Advisory LLC / DE 22,806 345,390 3.47%
Legacy Financial Advisors, Inc. 22,234 336,730 2.71%
Etesian Wealth Advisors, Inc. 20,849 303,576 6.06%
Stenger Family Office, LLC 20,025 285,270 2.75%
Western Wealth Management, LLC 19,859 300,758 0.65%