UAG
QGRW icon

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

United Advisor 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 		$6.31M Buy
95,524
+77,049
+417% +$4.86M 0.67% 31
2026
Q1 		$987K Buy
18,475
+5,075
+38% +$290K 0.12% 190
2025
Q4 		$786K Buy
13,400
+2,173
+19% +$127K 0.1% 214
2025
Q3 		$644K Buy
11,227
+1,439
+15% +$78.7K 0.09% 228
2025
Q2 		$514K Buy
9,788
+4,507
+85% +$212K 0.09% 214
2025
Q1 		$232K Buy
+5,281
New +$255K 0.05% 319

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

United Advisor Group's QGRW Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree US Quality Growth Fund (QGRW) stake by 417% in Q2 2026, buying an estimated $4.86M and bringing the position to 95,524 shares worth $6.31M. The position accounts for 0.67% of the portfolio, ranked #31.

United Advisor Group first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • United Advisor Group held 95,524 shares of WisdomTree US Quality Growth Fund worth $6.31M as of Q2 2026.
  • United Advisor Group bought 77,049 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $4.86M.
  • WisdomTree US Quality Growth Fund made up 0.67% of United Advisor Group's portfolio in Q2 2026, its #31 holding.
  • United Advisor Group first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.