Cetera Investment Advisers
QGRW icon

Cetera Investment Advisers’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Cetera Investment Advisers’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
Q2 		$28.4M Buy
429,394
+38,768
+10% +$2.45M 0.03% 600
2026
Q1 		$20.9M Buy
390,626
+19,248
+5% +$1.1M 0.02% 660
2025
Q4 		$21.8M Buy
371,378
+285,623
+333% +$16.7M 0.02% 632
2025
Q3 		$4.92M Buy
85,755
+3,819
+5% +$209K 0.01% 1417
2025
Q2 		$4.31M Buy
81,936
+18,632
+29% +$876K 0.01% 1286
2025
Q1 		$2.78M Sell
63,304
-244
-0.4% -$11.8K 0.01% 1504
2024
Q4 		$3.13M Buy
63,548
+6,435
+11% +$310K 0.01% 1329
2024
Q3 		$2.61M Buy
57,113
+3,127
+6% +$138K 0.01% 1420
2024
Q2 		$2.42M Buy
53,986
+5,339
+11% +$223K 0.01% 1431
2024
Q1 		$2M Buy
+48,647
New +$1.9M ﹤0.01% 1542

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Cetera Investment Advisers's QGRW Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US Quality Growth Fund (QGRW) stake by 9.9% in Q2 2026, buying an estimated $2.45M and bringing the position to 429,394 shares worth $28.4M. The position accounts for 0.03% of the portfolio, ranked #600.

Cetera Investment Advisers first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Cetera Investment Advisers held 429,394 shares of WisdomTree US Quality Growth Fund worth $28.4M as of Q2 2026.
  • Cetera Investment Advisers bought 38,768 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $2.45M.
  • WisdomTree US Quality Growth Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #600 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.