CIBC Private Wealth Group
QGRW icon

CIBC Private Wealth Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-125
Closed -$6.21K – 3232
2024
Q4 		$6.21K Hold
125
– – ﹤0.01% 2412
2024
Q3 		$5.7K Buy
+125
New +$5.53K ﹤0.01% 2560

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

CIBC Private Wealth Group's QGRW Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2025, closing a stake of 125 shares — an estimated $6.21K sold.

CIBC Private Wealth Group first reported a position in QGRW in Q3 2024 and held it in 2 quarters. The position peaked at $6.21K in Q4 2024. 98 funds tracked by Wall St. Rank hold QGRW as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 125 WisdomTree US Quality Growth Fund shares in Q1 2025, an estimated $6.21K.
  • CIBC Private Wealth Group first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's WisdomTree US Quality Growth Fund position peaked at $6.21K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.