Centurion Wealth Management
QGRW icon

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

Centurion 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
Q3 		$11.3M Buy
164,473
+2,964
+2% +$198K 2.72% 5
2026
Q2 		$10.7M Buy
161,509
+49,308
+44% +$3.11M 2.55% 5
2026
Q1 		$5.99M Buy
+112,201
New +$6.41M 1.35% 17

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Centurion Wealth Management's QGRW Position: Q3 2026 in Review

Centurion Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 1.8% in Q3 2026, buying an estimated $198K and bringing the position to 164,473 shares worth $11.3M. The position accounts for 2.72% of the portfolio, ranked #5.

Centurion Wealth Management first reported a position in QGRW in Q1 2026 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Centurion Wealth Management held 164,473 shares of WisdomTree US Quality Growth Fund worth $11.3M as of Q3 2026.
  • Centurion Wealth Management bought 2,964 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $198K.
  • WisdomTree US Quality Growth Fund made up 2.72% of Centurion Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Centurion Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.