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Empirical Asset Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Empirical Asset Management’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 		$451K Buy
8,438
+2,065
+32% +$118K 0.12% 231
2025
Q4 		$374K Sell
6,373
-1,859
-23% -$109K 0.11% 235
2025
Q3 		$472K Buy
8,232
+1,082
+15% +$59.2K 0.13% 235
2025
Q2 		$376K Buy
+7,150
New +$336K 0.12% 239

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 $21.3B 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 $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Empirical Asset Management's QGRW Position: Q1 2026 in Review

Empirical Asset Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 32% in Q1 2026, buying an estimated $118K and bringing the position to 8,438 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #231.

Empirical Asset Management first reported a position in QGRW in Q2 2025 and has held it in 4 quarters since. The position peaked at $472K in Q3 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Empirical Asset Management held 8,438 shares of WisdomTree US Quality Growth Fund worth $451K as of Q1 2026.
  • Empirical Asset Management bought 2,065 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $118K.
  • WisdomTree US Quality Growth Fund made up 0.12% of Empirical Asset Management's portfolio in Q1 2026, its #231 holding.
  • Empirical Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 4 quarters since.
  • Empirical Asset Management's WisdomTree US Quality Growth Fund position peaked at $472K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.