Truist Financial
QGRW icon

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

Truist 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
Q2 		$1.65M Buy
24,965
+17,016
+214% +$1.07M ﹤0.01% 1494
2026
Q1 		$425K Buy
7,949
+3,934
+98% +$225K ﹤0.01% 2169
2025
Q4 		$236K Sell
4,015
-23,117
-85% -$1.35M ﹤0.01% 2496
2025
Q3 		$1.56M Buy
+27,132
New +$1.48M ﹤0.01% 1459

Other funds holding QGRW

LPL Financial
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Truist Financial's QGRW Position: Q2 2026 in Review

Truist Financial increased its WisdomTree US Quality Growth Fund (QGRW) stake by 214% in Q2 2026, buying an estimated $1.07M and bringing the position to 24,965 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Truist Financial first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Truist Financial held 24,965 shares of WisdomTree US Quality Growth Fund worth $1.65M as of Q2 2026.
  • Truist Financial bought 17,016 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $1.07M.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1494 holding.
  • Truist Financial first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.