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Atria Investments’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Atria Investments’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 		$12.8M Buy
193,726
+671
+0.3% +$42.3K 0.13% 170
2026
Q1 		$10.3M Sell
193,055
-2,904
-1% -$166K 0.12% 187
2025
Q4 		$11.5M Buy
195,959
+3,001
+2% +$175K 0.13% 165
2025
Q3 		$11.1M Buy
192,958
+1,142
+0.6% +$62.5K 0.13% 169
2025
Q2 		$10.1M Buy
191,816
+4,645
+2% +$218K 0.12% 193
2025
Q1 		$8.22M Buy
187,171
+42,733
+30% +$2.07M 0.11% 226
2024
Q4 		$7.11M Buy
144,438
+30,884
+27% +$1.49M 0.09% 261
2024
Q3 		$5.18M Buy
113,554
+58,912
+108% +$2.6M 0.06% 342
2024
Q2 		$2.45M Buy
54,642
+26,704
+96% +$1.12M 0.03% 574
2024
Q1 		$1.15M Buy
+27,938
New +$1.09M 0.02% 898

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

Atria Investments's QGRW Position: Q2 2026 in Review

Atria Investments increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.35% in Q2 2026, buying an estimated $42.3K and bringing the position to 193,726 shares worth $12.8M. The position accounts for 0.13% of the portfolio, ranked #170.

Atria Investments first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Atria Investments held 193,726 shares of WisdomTree US Quality Growth Fund worth $12.8M as of Q2 2026.
  • Atria Investments bought 671 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $42.3K.
  • WisdomTree US Quality Growth Fund made up 0.13% of Atria Investments's portfolio in Q2 2026, its #170 holding.
  • Atria Investments first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.