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 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

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

Prestige Wealth Management Group's QGRW Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 6.1% in Q1 2026, selling an estimated $1.33M and leaving 359,265 shares worth $19.2M. The position accounts for 3.77% of the portfolio, ranked #7.

Prestige Wealth Management Group first reported a position in QGRW in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.4M in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Prestige Wealth Management Group held 359,265 shares of WisdomTree US Quality Growth Fund worth $19.2M as of Q1 2026.
Prestige Wealth Management Group sold 23,346 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $1.33M.
WisdomTree US Quality Growth Fund made up 3.77% of Prestige Wealth Management Group's portfolio in Q1 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 12 quarters since.
Prestige Wealth Management Group's WisdomTree US Quality Growth Fund position peaked at $22.4M in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.