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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
Q2 		$3.3K Hold
50
– – ﹤0.01% 517
2026
Q1 		$2.67K Buy
+50
New +$2.85K ﹤0.01% 513

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SNS Financial Group
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Cherry Tree Wealth Management's QGRW Position: Q2 2026 in Review

Cherry Tree Wealth Management held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 50 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Cherry Tree Wealth Management first reported a position in QGRW in Q1 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Cherry Tree Wealth Management held 50 shares of WisdomTree US Quality Growth Fund worth $3.3K as of Q2 2026.
  • Cherry Tree Wealth Management left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.