Aptus Capital Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Aptus Capital Advisors’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	$181K	Hold	2,738	–	–	﹤0.01%	1137
2026 Q1	$146K	Hold	2,738	–	–	﹤0.01%	1069
2025 Q4	$161K	Buy	2,738 +2,148	+364%	+$126K	﹤0.01%	1073
2025 Q3	$33.8K	Hold	590	–	–	﹤0.01%	1286
2025 Q2	$31K	Hold	590	–	–	﹤0.01%	1231
2025 Q1	$25.9K	Buy	+590	New	+$28.5K	﹤0.01%	1184
2024 Q4	–	Sell	-318	Closed	-$14.5K	–	1450
2024 Q3	$14.5K	Buy	+318	New	+$14.1K	﹤0.01%	1070

Other funds holding QGRW

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 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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Aptus Capital Advisors's QGRW Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 2,738 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Aptus Capital Advisors first reported a position in QGRW in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Aptus Capital Advisors held 2,738 shares of WisdomTree US Quality Growth Fund worth $181K as of Q2 2026.
Aptus Capital Advisors left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1137 holding.
Aptus Capital Advisors first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.