MML Investors Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

MML Investors 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	–	Sell	-12,226	Closed	-$653K	–	3308
2026 Q1	$653K	Sell	12,226 -26,382	-68%	-$1.51M	﹤0.01%	2054
2025 Q4	$2.27M	Sell	38,608 -1,027	-3%	-$60.1K	0.01%	1306
2025 Q3	$2.27M	Sell	39,635 -48,369	-55%	-$2.65M	0.01%	1252
2025 Q2	$4.63M	Buy	88,004 +72,475	+467%	+$3.41M	0.01%	825
2025 Q1	$682K	Sell	15,529 -3,141	-17%	-$152K	﹤0.01%	1813
2024 Q4	$920K	Buy	18,670 +26	+0.1%	+$1.25K	﹤0.01%	1562
2024 Q3	$851K	Buy	18,644 +2,250	+14%	+$99.5K	﹤0.01%	1540
2024 Q2	$735K	Buy	16,394 +2,796	+21%	+$117K	﹤0.01%	1569
2024 Q1	$559K	Buy	+13,598	New	+$532K	﹤0.01%	1737

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 $1.56B AUM 16.49% 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

MML Investors Services's QGRW Position: Q2 2026 in Review

MML Investors Services sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2026, closing a stake of 12,226 shares — an estimated $653K sold.

MML Investors Services first reported a position in QGRW in Q1 2024 and held it in 9 quarters. The position peaked at $4.63M in Q2 2025. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

MML Investors Services reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
MML Investors Services sold 12,226 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $653K.
MML Investors Services first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and held it in 9 quarters.
MML Investors Services's WisdomTree US Quality Growth Fund position peaked at $4.63M in Q2 2025.
165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.