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Prestige Wealth Management Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Prestige Wealth Management Group’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 		$23.8M Buy
360,786
+1,521
+0.4% +$95.9K 4.32% 7
2026
Q1 		$19.2M Sell
359,265
-23,346
-6% -$1.33M 3.77% 7
2025
Q4 		$22.4M Sell
382,611
-115
-0% -$6.72K 4.28% 7
2025
Q3 		$22M Sell
382,726
-8,977
-2% -$491K 4.24% 7
2025
Q2 		$20.6M Buy
391,703
+8,678
+2% +$408K 4.19% 7
2025
Q1 		$16.8M Sell
383,025
-43,125
-10% -$2.08M 3.59% 8
2024
Q4 		$21M Sell
426,150
-4,458
-1% -$215K 4.36% 7
2024
Q3 		$19.6M Sell
430,608
-8,110
-2% -$358K 4.06% 8
2024
Q2 		$19.7M Sell
438,718
-17,761
-4% -$742K 4.25% 8
2024
Q1 		$18.8M Sell
456,479
-32,861
-7% -$1.28M 4.04% 7
2023
Q4 		$17.9M Sell
489,340
-3,678
-0.7% -$125K 4.06% 8
2023
Q3 		$15.7M Sell
493,018
-10,897
-2% -$360K 3.86% 8
2023
Q2 		$16.7M Buy
+503,915
New +$15.1M 3.95% 9

Other funds holding QGRW

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

Prestige Wealth Management Group's QGRW Position: Q2 2026 in Review

Prestige Wealth Management Group increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.42% in Q2 2026, buying an estimated $95.9K and bringing the position to 360,786 shares worth $23.8M. The position accounts for 4.32% of the portfolio, ranked #7.

Prestige Wealth Management Group first reported a position in QGRW in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Prestige Wealth Management Group held 360,786 shares of WisdomTree US Quality Growth Fund worth $23.8M as of Q2 2026.
  • Prestige Wealth Management Group bought 1,521 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $95.9K.
  • WisdomTree US Quality Growth Fund made up 4.32% of Prestige Wealth Management Group's portfolio in Q2 2026, its #7 holding.
  • Prestige Wealth Management Group first reported a position in WisdomTree US Quality Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.