LPL Financial
QGRW icon

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

LPL Financial’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 		$319M Buy
4,836,523
+1,385,194
+40% +$87.4M 0.07% 277
2026
Q1 		$184M Buy
3,451,329
+633,508
+22% +$36.2M 0.05% 365
2025
Q4 		$165M Buy
2,817,821
+230,242
+9% +$13.5M 0.05% 373
2025
Q3 		$148M Buy
2,587,579
+534,861
+26% +$29.3M 0.04% 393
2025
Q2 		$108M Buy
2,052,718
+502,095
+32% +$23.6M 0.04% 456
2025
Q1 		$68.1M Buy
1,550,623
+294,595
+23% +$14.2M 0.03% 561
2024
Q4 		$61.9M Buy
1,256,028
+511,420
+69% +$24.6M 0.03% 561
2024
Q3 		$34M Buy
744,608
+51,819
+7% +$2.29M 0.02% 781
2024
Q2 		$31.1M Buy
692,789
+170,620
+33% +$7.13M 0.02% 768
2024
Q1 		$21.5M Buy
522,169
+318,452
+156% +$12.4M 0.01% 919
2023
Q4 		$7.45M Buy
203,717
+165,001
+426% +$5.59M ﹤0.01% 1434
2023
Q3 		$1.23M Buy
+38,716
New +$1.28M ﹤0.01% 2724

Other funds holding QGRW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's QGRW Position: Q2 2026 in Review

LPL Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 40% in Q2 2026, buying an estimated $87.4M and bringing the position to 4,836,523 shares worth $319M. The position accounts for 0.07% of the portfolio, ranked #277.

LPL Financial first reported a position in QGRW in Q3 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • LPL Financial held 4,836,523 shares of WisdomTree US Quality Growth Fund worth $319M as of Q2 2026.
  • LPL Financial bought 1,385,194 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $87.4M.
  • WisdomTree US Quality Growth Fund made up 0.07% of LPL Financial's portfolio in Q2 2026, its #277 holding.
  • LPL Financial first reported a position in WisdomTree US Quality Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.