NewEdge Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

NewEdge Advisors’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 Q3	$501K	Buy	7,300 +2,210	+43%	+$147K	﹤0.01%	2208
2026 Q2	$336K	Buy	5,090 +484	+11%	+$30.5K	﹤0.01%	2403
2026 Q1	$246K	Sell	4,606 -1,400	-23%	-$79.9K	﹤0.01%	2486
2025 Q4	$352K	Sell	6,006 -3,389	-36%	-$198K	﹤0.01%	2202
2025 Q3	$539K	Buy	+9,395	New	+$514K	﹤0.01%	1765
2025 Q1	–	Sell	-5,222	Closed	-$257K	–	4083
2024 Q4	$257K	Buy	+5,222	New	+$251K	﹤0.01%	1958

Other funds holding QGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

NewEdge Advisors's QGRW Position: Q3 2026 in Review

NewEdge Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 43% in Q3 2026, buying an estimated $147K and bringing the position to 7,300 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

NewEdge Advisors first reported a position in QGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q3 2025. 165 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

NewEdge Advisors held 7,300 shares of WisdomTree US Quality Growth Fund worth $501K as of Q3 2026.
NewEdge Advisors bought 2,210 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $147K.
WisdomTree US Quality Growth Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2208 holding.
NewEdge Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
NewEdge Advisors's WisdomTree US Quality Growth Fund position peaked at $539K in Q3 2025.
165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.