Comprehensive Financial Consultants Institutional’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Comprehensive Financial Consultants Institutional’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	$3.36M	Buy	50,902 +2,809	+6%	+$177K	0.89%	40
2026 Q1	$2.57M	Buy	48,093 +1,671	+4%	+$95.4K	0.76%	46
2025 Q4	$2.72M	Buy	46,422 +1,054	+2%	+$61.6K	0.82%	43
2025 Q3	$2.6M	Buy	45,368 +3,919	+9%	+$214K	0.81%	43
2025 Q2	$2.18M	Sell	41,449 -1,170	-3%	-$55K	0.71%	54
2025 Q1	$1.87M	Sell	42,619 -389	-0.9%	-$18.8K	0.67%	54
2024 Q4	$2.12M	Buy	43,008 +20,898	+95%	+$1.01M	0.77%	45
2024 Q3	$1.01M	Buy	+22,110	New	+$977K	0.37%	90

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

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

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's QGRW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its WisdomTree US Quality Growth Fund (QGRW) stake by 5.8% in Q2 2026, buying an estimated $177K and bringing the position to 50,902 shares worth $3.36M. The position accounts for 0.89% of the portfolio, ranked #40.

Comprehensive Financial Consultants Institutional first reported a position in QGRW in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Comprehensive Financial Consultants Institutional held 50,902 shares of WisdomTree US Quality Growth Fund worth $3.36M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 2,809 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $177K.
WisdomTree US Quality Growth Fund made up 0.89% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #40 holding.
Comprehensive Financial Consultants Institutional first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.