EWM
QGRW icon

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

Evolution Wealth 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 		$10K Hold
188
– – 0.01% 515
2025
Q4 		$11K Hold
188
– – 0.01% 432
2025
Q3 		$10.8K Hold
188
– – 0.01% 365
2025
Q2 		$9.88K Buy
+188
New +$8.84K 0.01% 363

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

Evolution Wealth Management's QGRW Position: Q1 2026 in Review

Evolution Wealth Management held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q1 2026 at 188 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #515.

Evolution Wealth Management first reported a position in QGRW in Q2 2025 and has held it in 4 quarters since. The position peaked at $11K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Evolution Wealth Management held 188 shares of WisdomTree US Quality Growth Fund worth $10K as of Q1 2026.
  • Evolution Wealth Management left its WisdomTree US Quality Growth Fund share count unchanged in Q1 2026.
  • WisdomTree US Quality Growth Fund made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #515 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree US Quality Growth Fund position peaked at $11K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.