UBS Group
QGRW icon

UBS Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

UBS Group’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 		$34.1M Sell
516,476
-10,888
-2% -$687K ﹤0.01% 2120
2026
Q1 		$28.2M Buy
527,364
+351,592
+200% +$20.1M ﹤0.01% 2231
2025
Q4 		$10.3M Buy
175,772
+24,395
+16% +$1.43M ﹤0.01% 3255
2025
Q3 		$8.68M Sell
151,377
-1,479
-1% -$80.9K ﹤0.01% 3464
2025
Q2 		$8.03M Buy
152,856
+32,882
+27% +$1.55M ﹤0.01% 3332
2025
Q1 		$5.27M Buy
119,974
+36,390
+44% +$1.76M ﹤0.01% 3731
2024
Q4 		$4.12M Buy
83,584
+58,886
+238% +$2.84M ﹤0.01% 4040
2024
Q3 		$1.13M Buy
24,698
+2,161
+10% +$95.5K ﹤0.01% 4558
2024
Q2 		$1.01M Buy
22,537
+4,092
+22% +$171K ﹤0.01% 4416
2024
Q1 		$758K Buy
18,445
+16,943
+1,128% +$662K ﹤0.01% 4839
2023
Q4 		$54.9K Buy
1,502
+1,449
+2,734% +$49.1K ﹤0.01% 6482
2023
Q3 		$1.68K Buy
53
+49
+1,225% +$1.62K ﹤0.01% 7856
2023
Q2 		$132 Buy
+4
New +$120 ﹤0.01% 8464

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
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
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
Raymond James Financial
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

UBS Group's QGRW Position: Q2 2026 in Review

UBS Group reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 2.1% in Q2 2026, selling an estimated $687K and leaving 516,476 shares worth $34.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

UBS Group first reported a position in QGRW in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • UBS Group held 516,476 shares of WisdomTree US Quality Growth Fund worth $34.1M as of Q2 2026.
  • UBS Group sold 10,888 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $687K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2120 holding.
  • UBS Group first reported a position in WisdomTree US Quality Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.