Kestra Private Wealth Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Kestra Private Wealth Services’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	$1.27M	Buy	19,292 +4,075	+27%	+$257K	0.01%	778
2026 Q1	$813K	Sell	15,217 -2,331	-13%	-$133K	0.01%	951
2025 Q4	$1.03M	Sell	17,548 -12,595	-42%	-$737K	0.01%	798
2025 Q3	$1.73M	Sell	30,143 -2,212	-7%	-$121K	0.02%	574
2025 Q2	$1.7M	Sell	32,355 -3,180	-9%	-$149K	0.02%	548
2025 Q1	$1.56M	Buy	35,535 +6,305	+22%	+$305K	0.03%	531
2024 Q4	$1.44M	Buy	+29,230	New	+$1.41M	0.02%	526

Other funds holding QGRW

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 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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Kestra Private Wealth Services's QGRW Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree US Quality Growth Fund (QGRW) stake by 27% in Q2 2026, buying an estimated $257K and bringing the position to 19,292 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #778.

Kestra Private Wealth Services first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Kestra Private Wealth Services held 19,292 shares of WisdomTree US Quality Growth Fund worth $1.27M as of Q2 2026.
Kestra Private Wealth Services bought 4,075 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $257K.
WisdomTree US Quality Growth Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #778 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's WisdomTree US Quality Growth Fund position peaked at $1.73M in Q3 2025.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.