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Private Advisor Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Private Advisor 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 		$73.5M Sell
1,113,144
-189,116
-15% -$11.9M 0.34% 49
2026
Q1 		$69.6M Buy
1,302,260
+148,785
+13% +$8.49M 0.33% 52
2025
Q4 		$67.7M Buy
1,153,475
+252,862
+28% +$14.8M 0.32% 55
2025
Q3 		$51.7M Sell
900,613
-30,094
-3% -$1.65M 0.25% 77
2025
Q2 		$48.9M Buy
930,707
+396,152
+74% +$18.6M 0.26% 79
2025
Q1 		$23.5M Buy
534,555
+71,184
+15% +$3.44M 0.14% 148
2024
Q4 		$22.8M Buy
463,371
+65,348
+16% +$3.15M 0.13% 151
2024
Q3 		$18.2M Buy
398,023
+37,550
+10% +$1.66M 0.11% 178
2024
Q2 		$16.2M Buy
360,473
+148,906
+70% +$6.22M 0.11% 176
2024
Q1 		$8.7M Buy
211,567
+204,874
+3,061% +$8.01M 0.06% 302
2023
Q4 		$245K Buy
+6,693
New +$227K ﹤0.01% 1921

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Advisor Group's QGRW Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 15% in Q2 2026, selling an estimated $11.9M and leaving 1,113,144 shares worth $73.5M. The position accounts for 0.34% of the portfolio, ranked #49.

Private Advisor Group first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Private Advisor Group held 1,113,144 shares of WisdomTree US Quality Growth Fund worth $73.5M as of Q2 2026.
  • Private Advisor Group sold 189,116 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $11.9M.
  • WisdomTree US Quality Growth Fund made up 0.34% of Private Advisor Group's portfolio in Q2 2026, its #49 holding.
  • Private Advisor Group first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.