D'Orazio & Associates’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

D'Orazio & Associates’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	$255K	Hold	3,864	–	–	0.03%	256
2026 Q1	$206K	Sell	3,864 -2,205	-36%	-$126K	0.03%	276
2025 Q4	$356K	Hold	6,069	–	–	0.05%	157
2025 Q3	$348K	Hold	6,069	–	–	0.05%	156
2025 Q2	$319K	Sell	6,069 -3,590	-37%	-$169K	0.04%	163
2025 Q1	$424K	Hold	9,659	–	–	0.06%	114
2024 Q4	$476K	Buy	9,659 +3,598	+59%	+$173K	0.07%	94
2024 Q3	$277K	Hold	6,061	–	–	0.04%	166
2024 Q2	$272K	Buy	6,061 +30	+0.5%	+$1.25K	0.04%	145
2024 Q1	$248K	Buy	+6,031	New	+$236K	0.04%	147

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

D'Orazio & Associates's QGRW Position: Q2 2026 in Review

D'Orazio & Associates held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 3,864 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #256.

D'Orazio & Associates first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $476K in Q4 2024. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

D'Orazio & Associates held 3,864 shares of WisdomTree US Quality Growth Fund worth $255K as of Q2 2026.
D'Orazio & Associates left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree US Quality Growth Fund made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #256 holding.
D'Orazio & Associates first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
D'Orazio & Associates's WisdomTree US Quality Growth Fund position peaked at $476K in Q4 2024.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.