Carson Wealth (CWM LLC)’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Carson Wealth (CWM LLC)’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	$11.1M	Buy	207,230 +62,801	+43%	+$3.59M	0.03%	512
2025 Q4	$8.47M	Buy	144,429 +68,354	+90%	+$4M	0.02%	579
2025 Q3	$4.36M	Buy	76,075 +17,409	+30%	+$952K	0.01%	772
2025 Q2	$3.08M	Buy	58,666 +53,607	+1,060%	+$2.52M	0.01%	771
2025 Q1	$222K	Sell	5,059 -145	-3%	-$7.01K	﹤0.01%	1851
2024 Q4	$256K	Buy	5,204 +296	+6%	+$14.3K	﹤0.01%	1683
2024 Q3	$224K	Buy	+4,908	New	+$217K	﹤0.01%	1698

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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Carson Wealth (CWM LLC)'s QGRW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree US Quality Growth Fund (QGRW) stake by 43% in Q1 2026, buying an estimated $3.59M and bringing the position to 207,230 shares worth $11.1M. The position accounts for 0.03% of the portfolio, ranked #512.

Carson Wealth (CWM LLC) first reported a position in QGRW in Q3 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Carson Wealth (CWM LLC) held 207,230 shares of WisdomTree US Quality Growth Fund worth $11.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 62,801 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $3.59M.
WisdomTree US Quality Growth Fund made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #512 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and has held it in 7 quarters since.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.