AE Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

AE Wealth Management’s Portfolio QGRW Stock Details QGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Sell	224 -405	-64%	-$23.1K	﹤0.01%	2238
2025 Q4	$36.9K	Hold	629	–	–	﹤0.01%	1907
2025 Q3	$36.1K	Hold	629	–	–	﹤0.01%	1782
2025 Q2	$33.1K	Buy	629 +217	+53%	+$10.2K	﹤0.01%	1673
2025 Q1	$18.1K	Buy	+412	New	+$19.9K	﹤0.01%	1765

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's QGRW Position: Q1 2026 in Review

AE Wealth Management reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 64% in Q1 2026, selling an estimated $23.1K and leaving 224 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

AE Wealth Management first reported a position in QGRW in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.9K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

AE Wealth Management held 224 shares of WisdomTree US Quality Growth Fund worth $12K as of Q1 2026.
AE Wealth Management sold 405 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $23.1K.
WisdomTree US Quality Growth Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2238 holding.
AE Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 5 quarters since.
AE Wealth Management's WisdomTree US Quality Growth Fund position peaked at $36.9K in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.