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Private Trust Company’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Private Trust Company’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 		$283K Buy
4,290
+3,169
+283% +$200K 0.02% 687
2026
Q1 		$59.9K Sell
1,121
-1,516
-57% -$86.6K 0.01% 1231
2025
Q4 		$155K Buy
2,637
+1,927
+271% +$113K 0.01% 850
2025
Q3 		$40.7K Buy
+710
New +$38.8K ﹤0.01% 1361
2025
Q2 		– Sell
-1,438
Closed -$63.1K – 2559
2025
Q1 		$63.1K Hold
1,438
– – 0.01% 1093
2024
Q4 		$70.8K Buy
+1,438
New +$69.2K 0.01% 1047

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

Private Trust Company's QGRW Position: Q2 2026 in Review

Private Trust Company increased its WisdomTree US Quality Growth Fund (QGRW) stake by 283% in Q2 2026, buying an estimated $200K and bringing the position to 4,290 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #687.

Private Trust Company first reported a position in QGRW in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Private Trust Company held 4,290 shares of WisdomTree US Quality Growth Fund worth $283K as of Q2 2026.
  • Private Trust Company bought 3,169 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $200K.
  • WisdomTree US Quality Growth Fund made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #687 holding.
  • Private Trust Company first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.