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BOLTON SECURITIES CORPORATION’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$6.32K Hold
92
– – ﹤0.01% 1918
2026
Q2 		$6.08K Hold
92
– – ﹤0.01% 1916
2026
Q1 		$4.92K Buy
92
+30
+48% +$1.71K ﹤0.01% 1765
2025
Q4 		$3.64K Hold
62
– – ﹤0.01% 1795
2025
Q3 		$3.56K Hold
62
– – ﹤0.01% 1756
2025
Q2 		$3.26K Buy
+62
New +$2.92K ﹤0.01% 1713

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's QGRW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q3 2026 at 92 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

BOLTON SECURITIES CORPORATION first reported a position in QGRW in Q2 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 92 shares of WisdomTree US Quality Growth Fund worth $6.32K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its WisdomTree US Quality Growth Fund share count unchanged in Q3 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1918 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.