Fidelity Investments
QGRW icon

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
Q2 		$542K Buy
8,209
+2,443
+42% +$154K ﹤0.01% 3257
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

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

Fidelity Investments's QGRW Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree US Quality Growth Fund (QGRW) stake by 42% in Q2 2026, buying an estimated $154K and bringing the position to 8,209 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Fidelity Investments first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Fidelity Investments held 8,209 shares of WisdomTree US Quality Growth Fund worth $542K as of Q2 2026.
  • Fidelity Investments bought 2,443 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $154K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3257 holding.
  • Fidelity Investments first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.