Concurrent Investment Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Concurrent Investment Advisors’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	$595K	Sell	9,011 -15	-0.2%	-$946	0.01%	1307
2026 Q1	$482K	Sell	9,026 -94,295	-91%	-$5.38M	0.01%	1230
2025 Q4	$6.06M	Buy	103,321 +746	+0.7%	+$43.6K	0.07%	284
2025 Q3	$5.88M	Sell	102,575 -21,696	-17%	-$1.19M	0.1%	211
2025 Q2	$6.53M	Sell	124,271 -11,659	-9%	-$548K	0.13%	178
2025 Q1	$5.97M	Buy	+135,930	New	+$6.57M	0.14%	150

Other funds holding QGRW

RPGK

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Concurrent Investment Advisors's QGRW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 0.17% in Q2 2026, selling an estimated $946 and leaving 9,011 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #1307.

Concurrent Investment Advisors first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.53M in Q2 2025. 92 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Concurrent Investment Advisors held 9,011 shares of WisdomTree US Quality Growth Fund worth $595K as of Q2 2026.
Concurrent Investment Advisors sold 15 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $946.
WisdomTree US Quality Growth Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1307 holding.
Concurrent Investment Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree US Quality Growth Fund position peaked at $6.53M in Q2 2025.
92 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.