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
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 $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return