Creative Financial Designs’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Creative Financial Designs’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	$1.01M	Buy	15,331 +960	+7%	+$60.5K	0.05%	278
2026 Q1	$768K	Buy	14,371 +271	+2%	+$15.5K	0.05%	269
2025 Q4	$827K	Buy	14,100 +615	+5%	+$36K	0.05%	253
2025 Q3	$774K	Buy	13,485 +6,674	+98%	+$365K	0.05%	263
2025 Q2	$358K	Buy	6,811 +3,086	+83%	+$145K	0.03%	365
2025 Q1	$164K	Buy	+3,725	New	+$180K	0.01%	499

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

Creative Financial Designs's QGRW Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree US Quality Growth Fund (QGRW) stake by 6.7% in Q2 2026, buying an estimated $60.5K and bringing the position to 15,331 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #278.

Creative Financial Designs first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Creative Financial Designs held 15,331 shares of WisdomTree US Quality Growth Fund worth $1.01M as of Q2 2026.
Creative Financial Designs bought 960 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $60.5K.
WisdomTree US Quality Growth Fund made up 0.05% of Creative Financial Designs's portfolio in Q2 2026, its #278 holding.
Creative Financial Designs first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.