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

Falcon Wealth Planning’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	$371K	Sell	5,614 -64	-1%	-$4.04K	0.02%	169
2026 Q1	$303K	Buy	5,678 +404	+8%	+$23.1K	0.02%	183
2025 Q4	$309K	Buy	5,274 +31	+0.6%	+$1.81K	0.03%	163
2025 Q3	$301K	Sell	5,243 -241	-4%	-$13.2K	0.03%	149
2025 Q2	$288K	Buy	5,484 +88	+2%	+$4.14K	0.03%	140
2025 Q1	$237K	Buy	+5,396	New	+$261K	0.03%	151
2024 Q4	–	Sell	-5,040	Closed	-$230K	–	165
2024 Q3	$230K	Buy	5,040 +55	+1%	+$2.43K	0.03%	138
2024 Q2	$223K	Buy	+4,985	New	+$208K	0.03%	128

Other funds holding QGRW

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return