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QGRW icon

Covestor’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Covestor’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 		$60K Buy
901
+79
+10% +$4.98K 0.03% 695
2026
Q1 		$44K Buy
822
+331
+67% +$18.9K 0.03% 784
2025
Q4 		$29K Buy
491
+12
+3% +$702 0.02% 1119
2025
Q3 		$27K Buy
479
+122
+34% +$6.67K 0.01% 1170
2025
Q2 		$19K Buy
357
+53
+17% +$2.49K 0.01% 1271
2025
Q1 		$13K Buy
304
+83
+38% +$4.01K 0.01% 1364
2024
Q4 		$11K Sell
221
-6
-3% -$289 0.01% 1499
2024
Q3 		$10K Sell
227
-29
-11% -$1.28K 0.01% 1573
2024
Q2 		$11K Buy
256
+66
+35% +$2.76K 0.01% 1484
2024
Q1 		$8K Buy
+190
New +$7.43K 0.01% 1714

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

Covestor's QGRW Position: Q2 2026 in Review

Covestor increased its WisdomTree US Quality Growth Fund (QGRW) stake by 9.6% in Q2 2026, buying an estimated $4.98K and bringing the position to 901 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #695.

Covestor 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.

  • Covestor held 901 shares of WisdomTree US Quality Growth Fund worth $60K as of Q2 2026.
  • Covestor bought 79 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $4.98K.
  • WisdomTree US Quality Growth Fund made up 0.03% of Covestor's portfolio in Q2 2026, its #695 holding.
  • Covestor 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 Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.