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 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's QGRW Position: Q1 2026 in Review

NewEdge Advisors reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 23% in Q1 2026, selling an estimated $79.9K and leaving 4,606 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

NewEdge Advisors first reported a position in QGRW in Q4 2024 and has held it in 4 quarters since. The position peaked at $539K in Q3 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

NewEdge Advisors held 4,606 shares of WisdomTree US Quality Growth Fund worth $246K as of Q1 2026.
NewEdge Advisors sold 1,400 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $79.9K.
WisdomTree US Quality Growth Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2486 holding.
NewEdge Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 4 quarters since.
NewEdge Advisors's WisdomTree US Quality Growth Fund position peaked at $539K in Q3 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.