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Sunbelt Securities’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Sunbelt Securities’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 		$4.3M Sell
80,423
-2,155
-3% -$123K 0.27% 71
2025
Q4 		$4.84M Sell
82,578
-843
-1% -$49.3K 0.32% 56
2025
Q3 		$4.79M Buy
+83,421
New +$4.56M 0.33% 57

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's QGRW Position: Q1 2026 in Review

Sunbelt Securities reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 2.6% in Q1 2026, selling an estimated $123K and leaving 80,423 shares worth $4.3M. The position accounts for 0.27% of the portfolio, ranked #71.

Sunbelt Securities first reported a position in QGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.84M in Q4 2025. 152 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Sunbelt Securities held 80,423 shares of WisdomTree US Quality Growth Fund worth $4.3M as of Q1 2026.
  • Sunbelt Securities sold 2,155 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $123K.
  • WisdomTree US Quality Growth Fund made up 0.27% of Sunbelt Securities's portfolio in Q1 2026, its #71 holding.
  • Sunbelt Securities first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's WisdomTree US Quality Growth Fund position peaked at $4.84M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.