Cherry Tree Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Cherry Tree 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 Q1	$2.67K	Buy	+50	New	+$2.85K	﹤0.01%	513

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

EWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's QGRW Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q1 2026: 50 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

152 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Cherry Tree Wealth Management held 50 shares of WisdomTree US Quality Growth Fund worth $2.67K as of Q1 2026.
WisdomTree US Quality Growth Fund was a new Cherry Tree Wealth Management position in Q1 2026.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #513 holding.
152 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.