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 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $21.8B AUM 28.57% 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

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

Raymond James Financial's QGRW Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 420% in Q1 2026, buying an estimated $36.5M and bringing the position to 792,207 shares worth $42.3M. The position accounts for 0.01% of the portfolio, ranked #963.

Raymond James Financial first reported a position in QGRW in Q4 2024 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Raymond James Financial held 792,207 shares of WisdomTree US Quality Growth Fund worth $42.3M as of Q1 2026.
Raymond James Financial bought 639,784 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $36.5M.
WisdomTree US Quality Growth Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #963 holding.
Raymond James Financial first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.