13F Insight
DOSSIER · 13F Holders · Q2 2026
QGRW

WISDOMTREE TR

163 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y477·163 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
163
filers reporting
Concentration
18.37%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

163 institutions reported QGRW in Q2 2026. Retirement Planning Group, LLC leads at 18.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$300M4.5M7.62%Q2 202602
LPL Financial LLC
CIK 0001403438
$184M3.5M0.05%Q1 202603
Smith Anglin Financial, LLC
CIK 0001553540
$178M3.4M16.15%Q2 202504
Trust Point Inc.
CIK 0001635633
$164M2.5M13.89%Q2 202605
MORGAN STANLEY
CIK 0000895421
$152M2.8M0.01%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$109M2.0M0.01%Q1 202607
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$77M1.2M1.12%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$74M1.1M0.34%Q2 202609
RVW Wealth, LLC
CIK 0001756543
$71M1.1M4.67%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M682K0.01%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M792K0.01%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$36M541K0.03%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$31M476K0.10%Q2 202614
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$29M437K15.90%Q2 202615
UBS Group AG
CIK 0001610520
$28M527K0.00%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$27M506K0.05%Q1 202617
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
$23M345K3.47%Q2 202618
Legacy Financial Advisors, Inc.
CIK 0001730810
$22M337K2.71%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$21M391K0.02%Q1 202620
Etesian Wealth Advisors, Inc.
CIK 0001997586
$20M298K5.81%Q2 2026
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