Capital Investment Advisory Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Capital Investment Advisory Services’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	$14.9K	Buy	+225	New	+$14.2K	﹤0.01%	1111

Other funds holding QGRW

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

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

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

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

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

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Capital Investment Advisory Services's QGRW Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 225 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

45 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Capital Investment Advisory Services held 225 shares of WisdomTree US Quality Growth Fund worth $14.9K as of Q2 2026.
WisdomTree US Quality Growth Fund was a new Capital Investment Advisory Services position in Q2 2026.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1111 holding.
45 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.