Steward Partners Investment Advisory’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Steward Partners Investment Advisory’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	$439K	Hold	8,220	–	–	﹤0.01%	1588
2025 Q4	$482K	Buy	8,220 +1,363	+20%	+$79.7K	﹤0.01%	1445
2025 Q3	$393K	Buy	6,857 +2,434	+55%	+$133K	﹤0.01%	1506
2025 Q2	$232K	Buy	+4,423	New	+$208K	﹤0.01%	1687

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

Steward Partners Investment Advisory's QGRW Position: Q1 2026 in Review

Steward Partners Investment Advisory held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q1 2026 at 8,220 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Steward Partners Investment Advisory first reported a position in QGRW in Q2 2025 and has held it in 4 quarters since. The position peaked at $482K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Steward Partners Investment Advisory held 8,220 shares of WisdomTree US Quality Growth Fund worth $439K as of Q1 2026.
Steward Partners Investment Advisory left its WisdomTree US Quality Growth Fund share count unchanged in Q1 2026.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1588 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's WisdomTree US Quality Growth Fund position peaked at $482K in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.