QGRW — WISDOMTREE US QUALITY GROWTH
As of Q2 2026, 9 SEC-registered investment managers reported holding QGRW (WISDOMTREE US QUALITY GROWTH) in their latest 13F filings, with a combined reported value of $389.45M across 5.90M shares. That is +8.3% by share count (+453.35K shares) versus the previous quarter, while reported value moved +33.9%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.14M | $207.59M | 0.01% | Add |
| Bank of America Corp history | 2.14M | $141.10M | 0.01% | Add |
| UBS Group AG history | 516.48K | $34.10M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 44.41K | $2.90M | 0.00% | New |
| Goldman Sachs Group history | 38.27K | $2.53M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.21K | $542.05K | 0.00% | Add |
| PNC Financial Services history | 4.55K | $300.24K | 0.00% | Add |
| AQR Capital Management history | 4.03K | $266.17K | 0.00% | New |
| Wells Fargo & Co history | 2.00K | $131.73K | 0.00% | Add |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.84M | $151.94M | 0.01% | Add |
| Bank of America Corp history | 2.04M | $108.96M | 0.01% | Add |
| UBS Group AG history | 527.36K | $28.18M | 0.00% | Add |
| Citadel Advisors history | 18.11K | $967.88K | 0.00% | Add |
| Goldman Sachs Group history | 6.39K | $341.47K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5.77K | $308.10K | 0.00% | Add |
| PNC Financial Services history | 4.00K | $213.72K | 0.00% | Hold |
| Wells Fargo & Co history | 651 | $34.78K | 0.00% | New |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.34M | $137.56M | 0.01% | Add |
| Bank of America Corp history | 1.57M | $92.38M | 0.01% | Add |
| UBS Group AG history | 175.77K | $10.31M | 0.00% | Add |
| JPMorgan Chase & Co history | 27.52K | $1.61M | 0.00% | Add |
| Citadel Advisors history | 5.29K | $310.07K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.90K | $287.34K | 0.00% | Add |
| PNC Financial Services history | 4.00K | $234.68K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.26M | $129.72M | 0.01% | Add |
| Bank of America Corp history | 1.55M | $88.72M | 0.01% | Add |
| UBS Group AG history | 151.38K | $8.68M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 14.17K | $813.02K | 0.00% | Add |
| PNC Financial Services history | 5.92K | $339.63K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.03K | $173.82K | 0.00% | Add |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.22M | $116.49M | 0.01% | Add |
| Bank of America Corp history | 638.32K | $33.54M | 0.00% | Add |
| UBS Group AG history | 152.86K | $8.03M | 0.00% | Add |
| PNC Financial Services history | 7.89K | $414.88K | 0.00% | Hold |
| Citadel Advisors history | 7.42K | $390.18K | 0.00% | New |
| JPMorgan Chase & Co history | 2.60K | $136.89K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.12K | $58.90K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 596.80K | $26.20M | 0.00% | Reduce |
| Morgan Stanley history | 312.61K | $13.72M | 0.00% | Add |
| UBS Group AG history | 119.97K | $5.27M | 0.00% | Add |
| PNC Financial Services history | 7.89K | $346.59K | 0.00% | New |
| JPMorgan Chase & Co history | 2.41K | $105.80K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.19K | $96.01K | 0.00% | Add |
| BlackRock Inc history | 783 | $34.37K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 44.41K sh · $2.90M
- AQR Capital Management 4.03K sh · $266.17K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 18.11K sh · $967.88K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.14M | 2.84M | 2.34M | 2.26M | 2.22M | 312.61K | 210.81K | 89.65K | 20.18K | 49 | — | — | — | — |
| Bank of America Corp | 2.14M | 2.04M | 1.57M | 1.55M | 638.32K | 596.80K | 624.52K | 619.33K | 608.31K | 595.57K | — | — | — | — |
| UBS Group AG | 516.48K | 527.36K | 175.77K | 151.38K | 152.86K | 119.97K | 83.58K | 24.70K | 22.54K | 18.45K | 1.50K | 53 | 4 | — |
| JPMorgan Chase & Co | 44.41K | — | 27.52K | 14.17K | 2.60K | 2.41K | 3.21K | 6.35K | 5.39K | 11.29K | — | — | — | — |
| Goldman Sachs Group | 38.27K | 6.39K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 8.21K | 5.77K | 4.90K | 3.03K | 1.12K | 2.19K | 834 | 596 | 1.29K | 104 | 1 | — | — | — |
| PNC Financial Services | 4.55K | 4.00K | 4.00K | 5.92K | 7.89K | 7.89K | — | — | — | — | — | — | — | — |
| AQR Capital Management | 4.03K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 2.00K | 651 | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 18.11K | 5.29K | — | 7.42K | — | — | 9.74K | — | — | — | — | 21.98K | 16.20K |
| BlackRock Inc | — | — | — | — | — | 783 | 1.62K | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 5.98K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details