DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (QGRW)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
166
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $319.4M | 4,836,523 | 0.07% | 12q | +40.1%+$91.5M |
| Retirement Planning Group, LLC | $299.8M | 4,540,625 | 7.62% | 6q | +4.8%+$13.8M |
| MORGAN STANLEY | $207.6M | 3,143,846 | 0.01% | 10q | +10.6%+$19.8M |
| TRUST POINT INC. | $163.6M | 2,477,989 | 13.89% | 10q | -1.3%-$2.1M |
| BANK OF AMERICA CORP /DE/ | $141.1M | 2,136,892 | 0.01% | 10q | +4.8%+$6.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $76.6M | 1,160,231 | 1.12% | 4q | +13.6%+$9.2M |
| Private Advisor Group, LLC | $73.5M | 1,113,144 | 0.34% | 11q | -14.5%-$12.5M |
| RVW Wealth, LLC | $70.9M | 1,073,242 | 4.67% | 11q | +0.7%+$501.9K |
| RAYMOND JAMES FINANCIAL INC | $60.2M | 912,147 | 0.02% | 7q | +15.1%+$7.9M |
| Bluespring Wealth Management, LLC | $45.7M | 692,580 | 0.88% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $45.0M | 681,763 | 0.01% | 10q | +27.0%+$9.6M |
| Rockefeller Capital Management L.P. | $36.2M | 548,800 | 0.06% | 4q | +8.5%+$2.8M |
| HighTower Advisors, LLC | $35.7M | 540,515 | 0.03% | 5q | -84.8%-$198.7M |
| UBS Group AG | $34.1M | 516,476 | 0.00% | 13q | -2.1%-$718.9K |
| Kestra Advisory Services, LLC | $31.4M | 475,740 | 0.10% | 12q | +42.5%+$9.4M |
| COLUMBIA ADVISORY PARTNERS LLC | $28.8M | 436,638 | 15.90% | 7q | +2.5%+$699.3K |
| Cetera Investment Advisers | $28.4M | 429,394 | 0.03% | 10q | +9.9%+$2.6M |
| Quattro Advisors LLC | $24.0M | 363,175 | 15.96% | 3q | +37.1%+$6.5M |
| Prestige Wealth Management Group LLC | $23.8M | 360,786 | 4.32% | 13q | HELD |
| OSAIC HOLDINGS, INC. | $23.6M | 357,500 | 0.03% | 13q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $22.8M | 345,390 | 3.47% | 7q | +2.8%+$614.9K |
| Legacy Financial Advisors, Inc. | $22.2M | 336,730 | 2.71% | 14q | +1.0%+$223.7K |
| Western Wealth Management, LLC | $19.9M | 300,758 | 0.65% | 5q | +227.2%+$13.8M |
| Etesian Wealth Advisors, Inc. | $19.7M | 297,728 | 5.81% | 9q | +1.0%+$193.6K |
| Smartleaf Asset Management LLC | $18.1M | 277,406 | 0.59% | 10q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $17.0M | 257,034 | 4.61% | 4q | +8.8%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.7M | 252,706 | 0.01% | 9q | -8.6%-$1.6M |
| Sound Income Strategies, LLC | $15.7M | 237,599 | 0.70% | 4q | +17.0%+$2.3M |
| RESOLUTE CAPITAL, LLC | $14.0M | 211,825 | 4.83% | 3q | -12.4%-$2.0M |
| Janney Montgomery Scott LLC | $13.6M | 205,987 | 0.03% | 4q | +4924.1%+$13.3M |
| GLR Partners, LLC | $13.6M | 205,596 | 6.32% | 2q | +4.3%+$553.5K |
| tru Independence LLC | $12.9M | 196,015 | 5.66% | 10q | -1.5%-$199.3K |
| Atria Investments, Inc | $12.8M | 193,726 | 0.13% | 10q | HELD |
| Oxinas Partners, LLC | $12.6M | 190,503 | 4.96% | 10q | +2.6%+$318.0K |
| Cambridge Investment Research Advisors, Inc. | $12.2M | 184,602 | 0.01% | 15q | +106.4%+$6.3M |
| US BANCORP \DE\ | $12.0M | 181,419 | 0.01% | 2q | HELD |
| Centurion Wealth Management LLC | $10.7M | 161,509 | 2.55% | 2q | +43.9%+$3.3M |
| Summit Financial, LLC | $9.8M | 148,890 | 0.11% | 4q | +218.3%+$6.7M |
| LANARK FINANCIAL, INC. | $8.7M | 131,120 | 0.59% | 10q | +20.3%+$1.5M |
| Vericrest Private Wealth | $8.4M | 127,611 | 7.50% | 3q | +16.0%+$1.2M |
| United Advisor Group, LLC | $6.3M | 95,524 | 0.67% | 6q | +417.0%+$5.1M |
| Kingsview Wealth Management, LLC | $5.5M | 83,917 | 0.07% | 10q | +12.8%+$630.9K |
| KPP Advisory Services LLC | $5.2M | 79,191 | 0.66% | 7q | +108.5%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 77,208 | 0.01% | 11q | +47.7%+$1.6M |
| Arkadios Wealth Advisors | $4.9M | 73,666 | 0.07% | 6q | +36.0%+$1.3M |
| Avestar Capital, LLC | $4.8M | 73,092 | 0.27% | 9q | HELD |
| Equitable Holdings, Inc. | $4.7M | 70,842 | 0.03% | 9q | +10.4%+$439.0K |
| Herold Advisors, Inc. | $4.5M | 67,404 | 0.88% | 11q | +11.2%+$449.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.2M | 63,312 | 0.16% | 10q | HELD |
| Formidable Asset Management, LLC | $4.1M | 76,884 | 0.65% | 3q | +39.9%+$1.2M |
| Global Retirement Partners, LLC | $4.0M | 61,097 | 0.06% | new | NEW |
| MGO ONE SEVEN LLC | $4.0M | 59,895 | 0.07% | 7q | -10.2%-$451.0K |
| Golden State Wealth Management, LLC | $3.9M | 59,671 | 0.36% | 5q | +9.5%+$341.9K |
| Comprehensive Financial Consultants Institutional, Inc. | $3.4M | 50,902 | 0.89% | 8q | +5.8%+$185.5K |
| TD Capital Management LLC | $3.3M | 49,781 | 0.27% | 10q | +1.9%+$62.9K |
| Steward Partners Investment Advisory, LLC | $3.1M | 46,606 | 0.02% | 5q | +467.0%+$2.5M |
| HARBOUR INVESTMENTS, INC. | $3.0M | 46,133 | 0.04% | 10q | +20.2%+$512.4K |
| JPMORGAN CHASE & CO | $2.9M | 44,415 | 0.00% | 10q | +40.9%+$839.8K |
| TopTier Wealth Management, LLC | $2.9M | 43,171 | 1.72% | 3q | +11.0%+$281.6K |
| RFG Advisory, LLC | $2.6M | 39,791 | 0.04% | 10q | +5.9%+$146.9K |
| GOLDMAN SACHS GROUP INC | $2.5M | 38,270 | 0.00% | 2q | +498.8%+$2.1M |
| FLAGSHIP WEALTH ADVISORS, LLC | $2.3M | 34,092 | 0.50% | new | NEW |
| Bison Wealth, LLC | $2.1M | 32,132 | 0.19% | 3q | +6.1%+$121.1K |
| Bravias Capital Group, LLC | $2.0M | 30,262 | 1.19% | 7q | +4.5%+$86.8K |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 30,322 | 0.00% | 5q | +42.1%+$572.4K |
| Sanctuary Advisors, LLC | $1.9M | 28,646 | 0.01% | 8q | +10.0%+$172.3K |
| TRUIST FINANCIAL CORP | $1.6M | 24,965 | 0.00% | 4q | +214.1%+$1.1M |
| Gladstone Institutional Advisory LLC | $1.6M | 24,889 | 0.05% | 6q | -10.8%-$199.3K |
| Sigma Planning Corp | $1.6M | 24,578 | 0.04% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 24,124 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.6M | 23,937 | 0.02% | 10q | +1.9%+$30.2K |
| Geneos Wealth Management Inc. | $1.4M | 21,147 | 0.03% | 2q | +106.1%+$718.7K |
| CreativeOne Wealth, LLC | $1.3M | 19,941 | 0.03% | 8q | -5.0%-$69.1K |
| Stratos Wealth Partners, LTD. | $1.3M | 19,637 | 0.01% | 4q | +36.1%+$344.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 19,292 | 0.01% | 7q | +26.8%+$269.1K |
| HRT FINANCIAL LP | $1.2M | 17,837 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.2M | 17,616 | 0.00% | 4q | -58.2%-$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 17,479 | 0.00% | 6q | -57.1%-$1.5M |
| STIFEL FINANCIAL CORP | $1.1M | 17,404 | 0.00% | 2q | +25.5%+$233.3K |
| GK Wealth Management LLC | $1.1M | 17,075 | 0.59% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 15,331 | 0.05% | 6q | +6.7%+$63.4K |
| Farrell Financial LLC | $977.9K | 14,810 | 0.53% | 7q | +0.6%+$5.6K |
| PARK AVENUE SECURITIES LLC | $959.0K | 14,521 | 0.01% | 7q | +23.2%+$180.3K |
| Hopwood Nicholas Hunter | $947.8K | 14,354 | 0.26% | 3q | +8.2%+$71.7K |
| Trademark Financial Management, LLC | $944.9K | 14,310 | 0.39% | 3q | -0.7%-$6.5K |
| XY Planning Network, Inc. | $816.0K | 12,358 | 0.10% | 2q | +7.7%+$58.3K |
| Gateway Wealth Partners, LLC | $801.2K | 12,134 | 0.05% | 7q | -45.5%-$667.8K |
| WealthPoint Financial, LLC | $754.1K | 11,421 | 0.55% | 3q | +20.9%+$130.2K |
| Empirical Asset Management, LLC | $686.0K | 10,389 | 0.15% | 5q | +23.1%+$128.8K |
| Creative Planning | $679.8K | 10,295 | 0.00% | 4q | +0.5%+$3.4K |
| GTS SECURITIES LLC | $677.1K | 10,254 | 0.01% | new | NEW |
| Clarity Asset Management, Inc. | $648.3K | 9,818 | 0.32% | 2q | +153.2%+$392.3K |
| Sankala Group LLC | $639.5K | 9,534 | 0.43% | 3q | +28.6%+$142.1K |
| Horizon Wealth Management, LLC | $635.7K | 9,628 | 0.08% | 3q | -1.1%-$7.4K |
| Kovack Advisors, Inc. | $605.7K | 9,194 | 0.03% | 3q | +4.8%+$27.5K |
| Concurrent Investment Advisors, LLC | $594.9K | 9,011 | 0.01% | 6q | HELD |
| Millington Financial Advisors, LLC | $586.5K | 9,086 | 0.23% | 13q | HELD |
| BROWN ADVISORY INC | $578.8K | 8,766 | 0.00% | 9q | HELD |
| Founders Financial Alliance, LLC | $545.9K | 8,267 | 0.07% | 9q | +2.3%+$12.0K |
| FMR LLC | $542.1K | 8,209 | 0.00% | 11q | +42.4%+$161.3K |
Showing the largest 100 of 166 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 62 | $933.3M | 13,577,275 | 13 | 20 | 14 | 0.0% |
| Q2 2026 | 166 | $2.2B | 33,412,935 | 28 | 87 | 24 | 0.0% |
| Q1 2026 | 152 | $1.7B | 32,273,928 | 26 | 76 | 31 | 0.0% |
| Q4 2025 | 135 | $1.6B | 28,036,080 | 20 | 62 | 30 | 0.0% |
| Q3 2025 | 115 | $1.4B | 24,671,356 | 22 | 48 | 29 | 0.0% |
| Q2 2025 | 101 | $1.3B | 24,476,314 | 13 | 52 | 26 | 0.0% |
| Q1 2025 | 98 | $695.7M | 15,846,187 | 17 | 52 | 17 | 0.0% |
| Q4 2024 | 90 | $540.4M | 10,965,659 | 19 | 41 | 12 | 0.0% |
| Q3 2024 | 77 | $413.0M | 9,051,417 | 18 | 41 | 10 | 0.0% |
| Q2 2024 | 60 | $357.0M | 7,962,439 | 15 | 31 | 9 | 0.0% |
| Q1 2024 | 49 | $288.0M | 7,005,895 | 29 | 16 | 3 | 0.0% |
| Q4 2023 | 23 | $75.4M | 2,061,419 | 14 | 5 | 3 | 0.0% |
| Q3 2023 | 9 | $38.5M | 1,212,403 | 3 | 4 | 2 | 0.0% |
| Q2 2023 | 7 | $37.2M | 1,125,482 | 5 | 1 | 1 | 0.0% |
| Q1 2023 | 2 | $852.0K | 30,004 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $690.2K | 29,421 | 2 | 0 | 0 | 0.0% |