Raymond James Financial
QGRW icon

Raymond James Financial’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Raymond James Financial’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 		$60.2M Buy
912,147
+119,940
+15% +$7.56M 0.02% 830
2026
Q1 		$42.3M Buy
792,207
+639,784
+420% +$36.5M 0.01% 963
2025
Q4 		$8.94M Buy
152,423
+8,403
+6% +$491K ﹤0.01% 2064
2025
Q3 		$8.26M Sell
144,020
-56,972
-28% -$3.12M ﹤0.01% 2076
2025
Q2 		$10.6M Sell
200,992
-106,230
-35% -$4.99M ﹤0.01% 1826
2025
Q1 		$13.5M Buy
307,222
+178,312
+138% +$8.62M 0.01% 1582
2024
Q4 		$6.35M Buy
+128,910
New +$6.21M ﹤0.01% 2176

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
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

Raymond James Financial's QGRW Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 15% in Q2 2026, buying an estimated $7.56M and bringing the position to 912,147 shares worth $60.2M. The position accounts for 0.02% of the portfolio, ranked #830.

Raymond James Financial first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Raymond James Financial held 912,147 shares of WisdomTree US Quality Growth Fund worth $60.2M as of Q2 2026.
  • Raymond James Financial bought 119,940 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $7.56M.
  • WisdomTree US Quality Growth Fund made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #830 holding.
  • Raymond James Financial first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.