Janney Montgomery Scott
QGRW icon

Janney Montgomery Scott’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Janney Montgomery Scott’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 		$219K Sell
4,100
-2,909
-42% -$166K ﹤0.01% 2580
2025
Q4 		$411K Buy
7,009
+800
+13% +$46.8K ﹤0.01% 2346
2025
Q3 		$356K Buy
+6,209
New +$340K ﹤0.01% 2385

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

Janney Montgomery Scott's QGRW Position: Q1 2026 in Review

Janney Montgomery Scott reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 42% in Q1 2026, selling an estimated $166K and leaving 4,100 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Janney Montgomery Scott first reported a position in QGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $411K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Janney Montgomery Scott held 4,100 shares of WisdomTree US Quality Growth Fund worth $219K as of Q1 2026.
  • Janney Montgomery Scott sold 2,909 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $166K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2580 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • Janney Montgomery Scott's WisdomTree US Quality Growth Fund position peaked at $411K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.