Jones Financial Companies
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Jones Financial Companies’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Jones Financial Companies’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 		$1.1M Buy
21,336
+19,653
+1,168% +$1.12M ﹤0.01% 1677
2025
Q4 		$98.7K Buy
1,683
+1,491
+777% +$87.2K ﹤0.01% 2223
2025
Q3 		$10.9K Sell
192
-485
-72% -$26.5K ﹤0.01% 3046
2025
Q2 		$35.4K Buy
+677
New +$31.8K ﹤0.01% 2360
2025
Q1 		– Sell
-1,962
Closed -$96.6K – 3832
2024
Q4 		$96.6K Buy
+1,962
New +$94.5K ﹤0.01% 1635

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 $21.8B AUM 28.57% 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

Jones Financial Companies's QGRW Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree US Quality Growth Fund (QGRW) stake by 1,168% in Q1 2026, buying an estimated $1.12M and bringing the position to 21,336 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Jones Financial Companies first reported a position in QGRW in Q4 2024 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Jones Financial Companies held 21,336 shares of WisdomTree US Quality Growth Fund worth $1.1M as of Q1 2026.
  • Jones Financial Companies bought 19,653 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $1.12M.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1677 holding.
  • Jones Financial Companies first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.