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 Q2	$18.1M	Hold	277,406	–	–	0.59%	28
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

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 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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Smartleaf Asset Management's QGRW Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 277,406 shares worth $18.1M. The position accounts for 0.59% of the portfolio, ranked #28.

Smartleaf Asset Management first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Smartleaf Asset Management held 277,406 shares of WisdomTree US Quality Growth Fund worth $18.1M as of Q2 2026.
Smartleaf Asset Management left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree US Quality Growth Fund made up 0.59% of Smartleaf Asset Management's portfolio in Q2 2026, its #28 holding.
Smartleaf Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.