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Enclave Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Enclave Advisors’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 		– Sell
-3,164
Closed -$209K – 148
2026
Q2 		$209K Sell
3,164
-830
-21% -$52.3K 0.03% 131
2026
Q1 		$213K Hold
3,994
– – 0.03% 127
2025
Q4 		$234K Sell
3,994
-1,941
-33% -$114K 0.03% 118
2025
Q3 		$340K Buy
+5,935
New +$325K 0.05% 95

Other funds holding QGRW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Enclave Advisors's QGRW Position: Q3 2026 in Review

Enclave Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q3 2026, closing a stake of 3,164 shares — an estimated $209K sold.

Enclave Advisors first reported a position in QGRW in Q3 2025 and held it in 4 quarters. The position peaked at $340K in Q3 2025. 18 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Enclave Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q3 2026 after selling out during the quarter.
  • Enclave Advisors sold 3,164 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $209K.
  • Enclave Advisors first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and held it in 4 quarters.
  • Enclave Advisors's WisdomTree US Quality Growth Fund position peaked at $340K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.