CreativeOne Wealth’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

CreativeOne Wealth’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	$1.32M	Sell	19,941 -1,047	-5%	-$66K	0.03%	484
2026 Q1	$1.12M	Sell	20,988 -3,526	-14%	-$201K	0.03%	532
2025 Q4	$1.44M	Buy	24,514 +6,841	+39%	+$400K	0.03%	424
2025 Q3	$1.01M	Sell	17,673 -1,638	-8%	-$89.6K	0.02%	547
2025 Q2	$1.01M	Sell	19,311 -8,139	-30%	-$383K	0.03%	528
2025 Q1	$1.21M	Sell	27,450 -10,065	-27%	-$487K	0.04%	426
2024 Q4	$1.85M	Buy	37,515 +7,371	+24%	+$355K	0.06%	305
2024 Q3	$1.38M	Buy	+30,144	New	+$1.33M	0.05%	346

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

CreativeOne Wealth's QGRW Position: Q2 2026 in Review

CreativeOne Wealth reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 5% in Q2 2026, selling an estimated $66K and leaving 19,941 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #484.

CreativeOne Wealth first reported a position in QGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2024. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

CreativeOne Wealth held 19,941 shares of WisdomTree US Quality Growth Fund worth $1.32M as of Q2 2026.
CreativeOne Wealth sold 1,047 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $66K.
WisdomTree US Quality Growth Fund made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #484 holding.
CreativeOne Wealth first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and has held it in 8 quarters since.
CreativeOne Wealth's WisdomTree US Quality Growth Fund position peaked at $1.85M in Q4 2024.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.