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

Farther Finance 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 		$15.5K Buy
+225
New +$15K ﹤0.01% 4346
2026
Q1 		– Sell
-1,279
Closed -$75K – 5872
2025
Q4 		$75K Buy
+1,279
New +$74.8K ﹤0.01% 2532

Other funds holding QGRW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 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

Farther Finance Advisors's QGRW Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q3 2026: 225 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #4346 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in QGRW as recently as Q4 2025.

Farther Finance Advisors first reported a position in QGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $75K in Q4 2025. 22 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Farther Finance Advisors held 225 shares of WisdomTree US Quality Growth Fund worth $15.5K as of Q3 2026.
  • WisdomTree US Quality Growth Fund was a new Farther Finance Advisors position in Q3 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4346 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Farther Finance Advisors's WisdomTree US Quality Growth Fund position peaked at $75K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.