EH
QGRW icon

Equitable Holdings’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Equitable Holdings’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 		$3.77M Buy
64,194
+20,786
+48% +$1.19M 0.02% 531
2025
Q4 		$2.55M Buy
43,408
+5,956
+16% +$348K 0.02% 559
2025
Q3 		$2.15M Buy
37,452
+8,029
+27% +$439K 0.02% 589
2025
Q2 		$1.55M Buy
29,423
+6,249
+27% +$294K 0.01% 662
2025
Q1 		$1.02M Buy
23,174
+1,660
+8% +$80.2K 0.01% 707
2024
Q4 		$1.06M Buy
21,514
+6,549
+44% +$315K 0.01% 663
2024
Q3 		$683K Buy
14,965
+9,616
+180% +$425K 0.01% 792
2024
Q2 		$240K Buy
+5,349
New +$224K ﹤0.01% 1067

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

Equitable Holdings's QGRW Position: Q1 2026 in Review

Equitable Holdings increased its WisdomTree US Quality Growth Fund (QGRW) stake by 48% in Q1 2026, buying an estimated $1.19M and bringing the position to 64,194 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #531.

Equitable Holdings first reported a position in QGRW in Q2 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Equitable Holdings held 64,194 shares of WisdomTree US Quality Growth Fund worth $3.77M as of Q1 2026.
  • Equitable Holdings bought 20,786 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $1.19M.
  • WisdomTree US Quality Growth Fund made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #531 holding.
  • Equitable Holdings first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 8 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.