IWC
QGRW icon

Integrated Wealth Concepts’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Integrated Wealth Concepts’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 		$389K Buy
5,893
+44
+0.8% +$2.77K ﹤0.01% 1829
2026
Q1 		$313K Buy
5,849
+2,148
+58% +$123K ﹤0.01% 1838
2025
Q4 		$217K Buy
+3,701
New +$216K ﹤0.01% 1480

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

Integrated Wealth Concepts's QGRW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.75% in Q2 2026, buying an estimated $2.77K and bringing the position to 5,893 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Integrated Wealth Concepts first reported a position in QGRW in Q4 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Integrated Wealth Concepts held 5,893 shares of WisdomTree US Quality Growth Fund worth $389K as of Q2 2026.
  • Integrated Wealth Concepts bought 44 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $2.77K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1829 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.