Bartlett & Co Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-108	Closed	-$6.71K	–	1362
2026 Q1	$6.71K	Buy	+108	New	+$6.17K	﹤0.01%	977
2024 Q1	–	Sell	-518	Closed	-$19K	–	1195
2023 Q4	$19K	Buy	+518	New	+$17.6K	﹤0.01%	892

Other funds holding QGRW

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

EWA

Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bartlett & Co Wealth Management's QGRW Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2026, closing a stake of 108 shares — an estimated $6.71K sold.

Bartlett & Co Wealth Management first reported a position in QGRW in Q4 2023 and held it in 2 quarters. The position peaked at $19K in Q4 2023. 74 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Bartlett & Co Wealth Management reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 108 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $6.71K.
Bartlett & Co Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and held it in 2 quarters.
Bartlett & Co Wealth Management's WisdomTree US Quality Growth Fund position peaked at $19K in Q4 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.