CW
QGRW icon

CreativeOne Wealth’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

CreativeOne Wealth’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 		$1.12M Sell
20,988
-3,526
-14% -$201K 0.03% 532
2025
Q4 		$1.44M Buy
24,514
+6,841
+39% +$400K 0.03% 424
2025
Q3 		$1.01M Sell
17,673
-1,638
-8% -$89.6K 0.02% 547
2025
Q2 		$1.01M Sell
19,311
-8,139
-30% -$383K 0.03% 528
2025
Q1 		$1.21M Sell
27,450
-10,065
-27% -$487K 0.04% 426
2024
Q4 		$1.85M Buy
37,515
+7,371
+24% +$355K 0.06% 305
2024
Q3 		$1.38M Buy
+30,144
New +$1.33M 0.05% 346

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 $376B 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 $21.3B AUM 22.13% 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 $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return