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 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

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

CoreCap Advisors's QGRW Position: Q2 2026 in Review

CoreCap Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 34% in Q2 2026, buying an estimated $113K and bringing the position to 7,052 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #562.

CoreCap Advisors first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

CoreCap Advisors held 7,052 shares of WisdomTree US Quality Growth Fund worth $466K as of Q2 2026.
CoreCap Advisors bought 1,786 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $113K.
WisdomTree US Quality Growth Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #562 holding.
CoreCap Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.