Bank of Montreal’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bank of Montreal’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	$21.4K	Hold	400	–	–	﹤0.01%	3470
2025 Q4	$23.5K	Hold	400	–	–	﹤0.01%	3328
2025 Q3	$22.9K	Hold	400	–	–	﹤0.01%	3263
2025 Q2	$21K	Hold	400	–	–	﹤0.01%	3278
2025 Q1	$17.6K	Hold	400	–	–	﹤0.01%	3241
2024 Q4	$19.7K	Buy	400 +41	+11%	+$1.97K	﹤0.01%	3258
2024 Q3	$16.3K	Hold	359	–	–	﹤0.01%	3602
2024 Q2	$16.2K	Buy	+359	New	+$15K	﹤0.01%	3604

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $21.8B AUM 28.57% 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

Bank of Montreal's QGRW Position: Q1 2026 in Review

Bank of Montreal held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q1 2026 at 400 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Bank of Montreal first reported a position in QGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.5K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Bank of Montreal held 400 shares of WisdomTree US Quality Growth Fund worth $21.4K as of Q1 2026.
Bank of Montreal left its WisdomTree US Quality Growth Fund share count unchanged in Q1 2026.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3470 holding.
Bank of Montreal first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 8 quarters since.
Bank of Montreal's WisdomTree US Quality Growth Fund position peaked at $23.5K in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.