Envestnet Asset Management
QGRW icon

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

Envestnet 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
Q2 		$45M Buy
681,763
+145,107
+27% +$9.15M 0.01% 920
2026
Q1 		$28.7M Buy
536,656
+398,915
+290% +$22.8M 0.01% 1106
2025
Q4 		$8.08M Sell
137,741
-10,912
-7% -$638K ﹤0.01% 1841
2025
Q3 		$8.53M Buy
148,653
+78,497
+112% +$4.29M ﹤0.01% 1870
2025
Q2 		$3.69M Buy
70,156
+5,682
+9% +$267K ﹤0.01% 2407
2025
Q1 		$2.83M Buy
64,474
+21,709
+51% +$1.05M ﹤0.01% 2496
2024
Q4 		$2.11M Sell
42,765
-136
-0.3% -$6.55K ﹤0.01% 2660
2024
Q3 		$1.96M Buy
42,901
+9,609
+29% +$425K ﹤0.01% 2667
2024
Q2 		$1.49M Buy
33,292
+1,935
+6% +$80.9K ﹤0.01% 2770
2024
Q1 		$1.29M Buy
+31,357
New +$1.23M ﹤0.01% 2857

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

Envestnet Asset Management's QGRW Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 27% in Q2 2026, buying an estimated $9.15M and bringing the position to 681,763 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #920.

Envestnet Asset Management first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Envestnet Asset Management held 681,763 shares of WisdomTree US Quality Growth Fund worth $45M as of Q2 2026.
  • Envestnet Asset Management bought 145,107 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $9.15M.
  • WisdomTree US Quality Growth Fund made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #920 holding.
  • Envestnet Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.