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
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

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 $376B 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 $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return