Capital Analysts LLC’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Capital Analysts LLC’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	$353K	Buy	+5,142	New	+$343K	0.01%	582

Other funds holding QGRW

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 La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Capital Analysts LLC's QGRW Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q3 2026: 5,142 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

165 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

Capital Analysts LLC held 5,142 shares of WisdomTree US Quality Growth Fund worth $353K as of Q3 2026.
WisdomTree US Quality Growth Fund was a new Capital Analysts LLC position in Q3 2026.
WisdomTree US Quality Growth Fund made up 0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #582 holding.
165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.