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QGRW icon

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

CoreCap 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
Q3 		$487K Buy
7,095
+43
+0.6% +$2.87K 0.01% 541
2026
Q2 		$466K Buy
7,052
+1,786
+34% +$113K 0.01% 562
2026
Q1 		$281K Sell
5,266
-426
-7% -$24.3K 0.01% 681
2025
Q4 		$334K Buy
5,692
+84
+1% +$4.91K 0.01% 625
2025
Q3 		$322K Hold
5,608
– – 0.01% 656
2025
Q2 		$295K Buy
5,608
+256
+5% +$12K 0.01% 646
2025
Q1 		$235K Buy
5,352
+839
+19% +$40.6K 0.01% 637
2024
Q4 		$222K Buy
4,513
+1,962
+77% +$94.5K 0.01% 679
2024
Q3 		$116K Buy
2,551
+375
+17% +$16.6K 0.01% 852
2024
Q2 		$97.5K Buy
2,176
+462
+27% +$19.3K 0.01% 510
2024
Q1 		$70.4K Buy
+1,714
New +$67K ﹤0.01% 982

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
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 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

CoreCap Advisors's QGRW Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.61% in Q3 2026, buying an estimated $2.87K and bringing the position to 7,095 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #541.

CoreCap Advisors first reported a position in QGRW in Q1 2024 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • CoreCap Advisors held 7,095 shares of WisdomTree US Quality Growth Fund worth $487K as of Q3 2026.
  • CoreCap Advisors bought 43 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $2.87K.
  • WisdomTree US Quality Growth Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #541 holding.
  • CoreCap Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.