CWM
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Centurion Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Centurion 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 		$10.7M Buy
161,509
+49,308
+44% +$3.11M 2.55% 5
2026
Q1 		$5.99M Buy
+112,201
New +$6.41M 1.35% 17

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Centurion Wealth Management's QGRW Position: Q2 2026 in Review

Centurion Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 44% in Q2 2026, buying an estimated $3.11M and bringing the position to 161,509 shares worth $10.7M. The position accounts for 2.55% of the portfolio, ranked #5.

Centurion Wealth Management first reported a position in QGRW in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Centurion Wealth Management held 161,509 shares of WisdomTree US Quality Growth Fund worth $10.7M as of Q2 2026.
  • Centurion Wealth Management bought 49,308 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $3.11M.
  • WisdomTree US Quality Growth Fund made up 2.55% of Centurion Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Centurion Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.