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

Summit 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 		$2.5M Buy
46,775
+12,089
+35% +$690K 0.03% 515
2025
Q4 		$2.04M Sell
34,686
-577
-2% -$33.7K 0.03% 489
2025
Q3 		$2.02M Buy
+35,263
New +$1.93M 0.03% 479

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RW
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's QGRW Position: Q1 2026 in Review

Summit Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 35% in Q1 2026, buying an estimated $690K and bringing the position to 46,775 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #515.

Summit Financial first reported a position in QGRW in Q3 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Summit Financial held 46,775 shares of WisdomTree US Quality Growth Fund worth $2.5M as of Q1 2026.
  • Summit Financial bought 12,089 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $690K.
  • WisdomTree US Quality Growth Fund made up 0.03% of Summit Financial's portfolio in Q1 2026, its #515 holding.
  • Summit Financial first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.