Elm3 Financial Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Elm3 Financial Group’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 Q1	$224K	Sell	4,200 -588	-12%	-$33.6K	0.19%	107
2025 Q4	$281K	Sell	4,788 -1,453	-23%	-$85K	0.23%	92
2025 Q3	$358K	Sell	6,241 -2,768	-31%	-$151K	0.29%	80
2025 Q2	$473K	Sell	9,009 -3,762	-29%	-$177K	0.39%	59
2025 Q1	$561K	Sell	12,771 -8,636	-40%	-$417K	0.49%	47
2024 Q4	$1.05M	Buy	+21,407	New	+$1.03M	0.9%	30

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Elm3 Financial Group's QGRW Position: Q1 2026 in Review

Elm3 Financial Group reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 12% in Q1 2026, selling an estimated $33.6K and leaving 4,200 shares worth $224K. The position accounts for 0.19% of the portfolio, ranked #107.

Elm3 Financial Group first reported a position in QGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2024. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Elm3 Financial Group held 4,200 shares of WisdomTree US Quality Growth Fund worth $224K as of Q1 2026.
Elm3 Financial Group sold 588 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $33.6K.
WisdomTree US Quality Growth Fund made up 0.19% of Elm3 Financial Group's portfolio in Q1 2026, its #107 holding.
Elm3 Financial Group first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's WisdomTree US Quality Growth Fund position peaked at $1.05M in Q4 2024.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.