Covestor’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Covestor’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	$63K	Buy	924 +23	+3%	+$1.53K	0.04%	624
2026 Q2	$60K	Buy	901 +79	+10%	+$4.98K	0.03%	695
2026 Q1	$44K	Buy	822 +331	+67%	+$18.9K	0.03%	784
2025 Q4	$29K	Buy	491 +12	+3%	+$702	0.02%	1119
2025 Q3	$27K	Buy	479 +122	+34%	+$6.67K	0.01%	1170
2025 Q2	$19K	Buy	357 +53	+17%	+$2.49K	0.01%	1271
2025 Q1	$13K	Buy	304 +83	+38%	+$4.01K	0.01%	1364
2024 Q4	$11K	Sell	221 -6	-3%	-$289	0.01%	1499
2024 Q3	$10K	Sell	227 -29	-11%	-$1.28K	0.01%	1573
2024 Q2	$11K	Buy	256 +66	+35%	+$2.76K	0.01%	1484
2024 Q1	$8K	Buy	+190	New	+$7.43K	0.01%	1714

Other funds holding QGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

Covestor's QGRW Position: Q3 2026 in Review

Covestor increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.6% in Q3 2026, buying an estimated $1.53K and bringing the position to 924 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #624.

Covestor first reported a position in QGRW in Q1 2024 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

Covestor held 924 shares of WisdomTree US Quality Growth Fund worth $63K as of Q3 2026.
Covestor bought 23 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $1.53K.
WisdomTree US Quality Growth Fund made up 0.04% of Covestor's portfolio in Q3 2026, its #624 holding.
Covestor first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.