Kingsview Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Kingsview Wealth Management’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	$5.54M	Buy	83,917 +9,555	+13%	+$603K	0.07%	270
2026 Q1	$3.97M	Sell	74,362 -1,196	-2%	-$68.3K	0.05%	349
2025 Q4	$4.43M	Buy	75,558 +550	+0.7%	+$32.2K	0.06%	301
2025 Q3	$4.3M	Buy	75,008 +11,483	+18%	+$628K	0.07%	303
2025 Q2	$3.34M	Buy	63,525 +15,344	+32%	+$721K	0.06%	319
2025 Q1	$2.12M	Buy	48,181 +10,978	+30%	+$531K	0.04%	381
2024 Q4	$1.83M	Buy	37,203 +4,936	+15%	+$238K	0.04%	403
2024 Q3	$1.47M	Buy	32,267 +4,104	+15%	+$181K	0.03%	444
2024 Q2	$1.26M	Buy	28,163 +10,229	+57%	+$427K	0.03%	448
2024 Q1	$737K	Buy	+17,934	New	+$701K	0.02%	577

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

Kingsview Wealth Management's QGRW Position: Q2 2026 in Review

Kingsview Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 13% in Q2 2026, buying an estimated $603K and bringing the position to 83,917 shares worth $5.54M. The position accounts for 0.07% of the portfolio, ranked #270.

Kingsview Wealth Management first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Kingsview Wealth Management held 83,917 shares of WisdomTree US Quality Growth Fund worth $5.54M as of Q2 2026.
Kingsview Wealth Management bought 9,555 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $603K.
WisdomTree US Quality Growth Fund made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #270 holding.
Kingsview Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.