Commonwealth Equity Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Commonwealth Equity Services’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	$5.1M	Buy	77,208 +24,931	+48%	+$1.57M	0.01%	1376
2026 Q1	$2.79M	Buy	52,277 +18,302	+54%	+$1.04M	﹤0.01%	1748
2025 Q4	$1.99M	Buy	33,975 +18,635	+121%	+$1.09M	﹤0.01%	1990
2025 Q3	$880K	Sell	15,340 -86,761	-85%	-$4.75M	﹤0.01%	2699
2025 Q2	$5.37M	Buy	102,101 +14,775	+17%	+$695K	0.01%	1283
2025 Q1	$3.83M	Buy	87,326 +41,297	+90%	+$2M	0.01%	1449
2024 Q4	$2.27M	Buy	46,029 +12,193	+36%	+$587K	﹤0.01%	1778
2024 Q3	$1.54M	Buy	33,836 +3,828	+13%	+$169K	﹤0.01%	2009
2024 Q2	$1.34M	Buy	30,008 +2,423	+9%	+$101K	﹤0.01%	2064
2024 Q1	$1.13M	Buy	27,585 +9,672	+54%	+$378K	﹤0.01%	2148
2023 Q4	$655K	Buy	+17,913	New	+$607K	﹤0.01%	2494

Other funds holding QGRW

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 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 $1.55T 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Commonwealth Equity Services's QGRW Position: Q2 2026 in Review

Commonwealth Equity Services increased its WisdomTree US Quality Growth Fund (QGRW) stake by 48% in Q2 2026, buying an estimated $1.57M and bringing the position to 77,208 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #1376.

Commonwealth Equity Services first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.37M in Q2 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Commonwealth Equity Services held 77,208 shares of WisdomTree US Quality Growth Fund worth $5.1M as of Q2 2026.
Commonwealth Equity Services bought 24,931 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $1.57M.
WisdomTree US Quality Growth Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1376 holding.
Commonwealth Equity Services first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's WisdomTree US Quality Growth Fund position peaked at $5.37M in Q2 2025.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.