MPWT
QGRW icon

MassMutual Private Wealth & Trust’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q4 		– Sell
-570
Closed -$32.7K – 2445
2025
Q3 		$32.7K Hold
570
– – ﹤0.01% 935
2025
Q2 		$30K Buy
+570
New +$26.8K ﹤0.01% 945

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

MassMutual Private Wealth & Trust's QGRW Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2025, closing a stake of 570 shares — an estimated $32.7K sold.

MassMutual Private Wealth & Trust first reported a position in QGRW in Q2 2025 and held it in 2 quarters. The position peaked at $32.7K in Q3 2025. 134 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 570 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $32.7K.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's WisdomTree US Quality Growth Fund position peaked at $32.7K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.