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

Etesian Wealth 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 Q2	$19.7M	Buy	297,728 +2,932	+1%	+$185K	5.81%	1
2026 Q1	$15.8M	Buy	294,796 +9,456	+3%	+$540K	5.03%	3
2025 Q4	$16.7M	Buy	285,340 +33,576	+13%	+$1.96M	5.25%	3
2025 Q3	$14.4M	Buy	251,764 +26,388	+12%	+$1.44M	4.77%	3
2025 Q2	$11.8M	Buy	225,376 +51,063	+29%	+$2.4M	4.42%	5
2025 Q1	$7.65M	Buy	174,313 +74,695	+75%	+$3.61M	3.3%	5
2024 Q4	$4.91M	Buy	99,618 +30,953	+45%	+$1.49M	2.17%	11
2024 Q3	$3.13M	Buy	68,665 +52,538	+326%	+$2.32M	1.42%	16
2024 Q2	$723K	Buy	+16,127	New	+$674K	0.41%	76

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

Etesian Wealth Advisors's QGRW Position: Q2 2026 in Review

Etesian Wealth Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.99% in Q2 2026, buying an estimated $185K and bringing the position to 297,728 shares worth $19.7M. The position accounts for 5.81% of the portfolio, ranked #1.

Etesian Wealth Advisors first reported a position in QGRW in Q2 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Etesian Wealth Advisors held 297,728 shares of WisdomTree US Quality Growth Fund worth $19.7M as of Q2 2026.
Etesian Wealth Advisors bought 2,932 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $185K.
WisdomTree US Quality Growth Fund made up 5.81% of Etesian Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Etesian Wealth Advisors first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.