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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
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Covestor's QGRW Position: Q1 2026 in Review

Covestor increased its WisdomTree US Quality Growth Fund (QGRW) stake by 67% in Q1 2026, buying an estimated $18.9K and bringing the position to 822 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #784.

Covestor first reported a position in QGRW in Q1 2024 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Covestor held 822 shares of WisdomTree US Quality Growth Fund worth $44K as of Q1 2026.
  • Covestor bought 331 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $18.9K.
  • WisdomTree US Quality Growth Fund made up 0.03% of Covestor's portfolio in Q1 2026, its #784 holding.
  • Covestor first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.