Columbia Advisory Partners’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Columbia Advisory Partners’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	$28.8M	Buy	436,638 +10,591	+2%	+$668K	15.9%	1
2026 Q1	$22.8M	Buy	426,047 +23,543	+6%	+$1.34M	14.53%	1
2025 Q4	$23.6M	Buy	402,504 +40,487	+11%	+$2.37M	16.09%	1
2025 Q3	$20.8M	Sell	362,017 -4,672	-1%	-$256K	14.36%	2
2025 Q2	$19.3M	Buy	366,689 +55,125	+18%	+$2.59M	14.59%	2
2025 Q1	$13.7M	Buy	311,564 +46,006	+17%	+$2.22M	11.86%	2
2024 Q4	$13.1M	Buy	+265,558	New	+$12.8M	12.17%	2

Other funds holding QGRW

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 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Columbia Advisory Partners's QGRW Position: Q2 2026 in Review

Columbia Advisory Partners increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.5% in Q2 2026, buying an estimated $668K and bringing the position to 436,638 shares worth $28.8M. The position accounts for 15.9% of the portfolio, ranked #1.

Columbia Advisory Partners first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Columbia Advisory Partners held 436,638 shares of WisdomTree US Quality Growth Fund worth $28.8M as of Q2 2026.
Columbia Advisory Partners bought 10,591 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $668K.
WisdomTree US Quality Growth Fund made up 15.9% of Columbia Advisory Partners's portfolio in Q2 2026, its #1 holding.
Columbia Advisory Partners first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.