Smartleaf Asset Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Smartleaf Asset Management’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	$14.2M	Buy	277,406 +15,497	+6%	+$885K	0.51%	35
2025 Q4	$15.5M	Buy	261,909 +4,540	+2%	+$265K	0.59%	30
2025 Q3	$14.7M	Sell	257,369 -9,389	-4%	-$514K	0.91%	14
2025 Q2	$13.9M	Buy	266,758 +20,104	+8%	+$945K	1.23%	9
2025 Q1	$10.8M	Buy	246,654 +45,133	+22%	+$2.18M	1.05%	8
2024 Q4	$10M	Buy	201,521 +1,684	+0.8%	+$81.1K	1.02%	10
2024 Q3	$9.08M	Buy	199,837 +78,640	+65%	+$3.48M	1.1%	8
2024 Q2	$5.47M	Buy	121,197 +116	+0.1%	+$4.85K	0.9%	16
2024 Q1	$4.99M	Buy	+121,081	New	+$4.73M	0.96%	17

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 $21.8B 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smartleaf Asset Management's QGRW Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 5.9% in Q1 2026, buying an estimated $885K and bringing the position to 277,406 shares worth $14.2M. The position accounts for 0.51% of the portfolio, ranked #35.

Smartleaf Asset Management first reported a position in QGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.5M in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Smartleaf Asset Management held 277,406 shares of WisdomTree US Quality Growth Fund worth $14.2M as of Q1 2026.
Smartleaf Asset Management bought 15,497 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $885K.
WisdomTree US Quality Growth Fund made up 0.51% of Smartleaf Asset Management's portfolio in Q1 2026, its #35 holding.
Smartleaf Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's WisdomTree US Quality Growth Fund position peaked at $15.5M in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.