WISDOMTREE U.S. QUALITY GROWTH FUND

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QGRW·97717Y477·US·ETF

QGRW (WISDOMTREE U.S. QUALITY GROWTH FUND) is held by 49 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($319.4M), MORGAN STANLEY ($207.6M), BANK OF AMERICA CORP /DE/ ($141.1M). Net institutional sentiment: Bullish.

49

Holders

(9 Elite)

$1.1B

Total Value

73% (51)

Consensus

37 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)72

Activist (13D/13G)37

Congressional (STOCK Act)45

Holder Quality

46

★★★★★

Elite

32

★★★★

Strong

54

★★★

Solid

12

★★

Below

81

★

Weak

Held by 49 funds

9 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for QGRW.

Top Holders

Top Holders (49)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	4.8M(+40.1%)	$319.4M	0.1%	+28.04%	41
MORGAN STANLEY	Increased	3.1M(+10.6%)	$207.6M	0.0%	+30.82%	34
BANK OF AMERICA CORP /DE/	Increased	2.1M(+4.8%)	$141.1M	0.0%	+27.62%	32
Private Advisor Group, LLC	Decreased	1.1M(-14.5%)	$73.5M	0.3%	+39.09%	0
RAYMOND JAMES FINANCIAL INC	Increased	912,147(+15.1%)	$60.2M	0.0%	+25.82%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	681,763(+27.0%)	$45M	0.0%	+23.15%	36
Rockefeller Capital Management L.P.	Increased	548,800(+8.4%)	$36.2M	0.1%	+22.49%	31
HighTower Advisors, LLC	Decreased	540,515(-84.8%)	$35.7M	0.0%	+29.60%	0
UBS Group AG	Decreased	516,476(-2.1%)	$34.1M	0.0%	+30.74%	0
Kestra Advisory Services, LLC	Increased	475,740(+42.5%)	$31.4M	0.1%	+38.47%	46
Cetera Investment Advisers	Increased	429,394(+9.9%)	$28.4M	0.0%	+23.93%	32
OSAIC HOLDINGS, INC.	Increased	357,500(+0.3%)	$23.6M	0.0%	+22.00%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	252,706(-8.6%)	$16.7M	0.0%	+47.58%	0
US BANCORP \DE\	Decreased	181,419(-0.3%)	$12M	0.0%	+25.26%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	77,208(+47.7%)	$5.1M	0.0%	+22.04%	37
Equitable Holdings, Inc.	Increased	70,842(+10.4%)	$4.7M	0.0%	—	30
Steward Partners Investment Advisory, LLC	Increased	46,606(+467.0%)	$3.1M	0.0%	+10.00%	43
JPMORGAN CHASE & CO	Increased	44,415(+40.9%)	$2.9M	0.0%	+18.94%	35
GOLDMAN SACHS GROUP INC	Increased	38,270(+498.8%)	$2.5M	0.0%	+9.42%	42
JONES FINANCIAL COMPANIES LLLP	Increased	30,322(+42.1%)	$1.9M	0.0%	+18.89%	35

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer