Fidelity Investments
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Fidelity Investments’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Fidelity Investments’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 		$308K Buy
5,766
+868
+18% +$49.6K ﹤0.01% 3309
2025
Q4 		$287K Buy
4,898
+1,868
+62% +$109K ﹤0.01% 3289
2025
Q3 		$174K Buy
3,030
+1,909
+170% +$104K ﹤0.01% 3413
2025
Q2 		$58.9K Sell
1,121
-1,066
-49% -$50.1K ﹤0.01% 3818
2025
Q1 		$96K Buy
2,187
+1,353
+162% +$65.4K ﹤0.01% 3570
2024
Q4 		$41.1K Buy
834
+238
+40% +$11.5K ﹤0.01% 3934
2024
Q3 		$27.2K Sell
596
-699
-54% -$30.9K ﹤0.01% 4043
2024
Q2 		$58.1K Buy
1,295
+1,191
+1,145% +$49.8K ﹤0.01% 3538
2024
Q1 		$4.27K Buy
104
+103
+10,300% +$4.03K ﹤0.01% 4552
2023
Q4 		$37 Buy
+1
New +$34 ﹤0.01% 5080

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

Fidelity Investments's QGRW Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree US Quality Growth Fund (QGRW) stake by 18% in Q1 2026, buying an estimated $49.6K and bringing the position to 5,766 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Fidelity Investments first reported a position in QGRW in Q4 2023 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Fidelity Investments held 5,766 shares of WisdomTree US Quality Growth Fund worth $308K as of Q1 2026.
  • Fidelity Investments bought 868 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $49.6K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3309 holding.
  • Fidelity Investments first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 10 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.