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Clarity Asset Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Clarity Asset 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
Q3 		$677K Buy
9,853
+35
+0.4% +$2.33K 0.33% 37
2026
Q2 		$648K Buy
9,818
+5,941
+153% +$375K 0.32% 37
2026
Q1 		$207K Buy
+3,877
New +$221K 0.1% 66

Other funds holding QGRW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Clarity Asset Management's QGRW Position: Q3 2026 in Review

Clarity Asset Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.36% in Q3 2026, buying an estimated $2.33K and bringing the position to 9,853 shares worth $677K. The position accounts for 0.33% of the portfolio, ranked #37.

Clarity Asset Management first reported a position in QGRW in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Clarity Asset Management held 9,853 shares of WisdomTree US Quality Growth Fund worth $677K as of Q3 2026.
  • Clarity Asset Management bought 35 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $2.33K.
  • WisdomTree US Quality Growth Fund made up 0.33% of Clarity Asset Management's portfolio in Q3 2026, its #37 holding.
  • Clarity Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Clarity Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.