# WISDOMTREE TR US QUALITY GROW

WISDOMTREE TR US QUALITY GROW is a security (CUSIP 97717Y477) tracked across SEC portfolio filings. 165 institutional managers reported $2.0B on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: US QUALITY GROW
- CUSIP: 97717Y477
- 13F holders: 165
- 13F value: $2.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 165 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Retirement Planning Group, LLC | LEAWOOD, KS | $299.8M | 4,540,625 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $184.4M | 3,451,329 |
| [Smith Anglin Financial, LLC](https://search.stillhousedata.com/firm/144386) | DALLAS, TX | $178.4M | 3,394,147 |
| TRUST POINT INC. | LA CROSSE, WI | $163.6M | 2,477,989 |
| MORGAN STANLEY | NEW YORK, NY | $151.9M | 2,843,665 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $109.0M | 2,039,375 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $76.6M | 1,160,231 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $73.5M | 1,113,144 |
| [RVW Wealth, LLC](https://search.stillhousedata.com/firm/140451) | LOS ANGELES, CA | $70.9M | 1,073,242 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $45.0M | 681,763 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $42.3M | 792,207 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $35.7M | 540,515 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $31.4M | 475,740 |
| [COLUMBIA ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171616) | SPOKANE, WA | $28.8M | 436,638 |
| UBS Group AG | Zurich, V8 | $28.2M | 527,364 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717Y477.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.