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 Q1	–	Sell	-1,279	Closed	-$75K	–	5872
2025 Q4	$75K	Buy	+1,279	New	+$74.8K	﹤0.01%	2532

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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 $369B AUM 28.27% 1-Year Est. Return

Farther Finance Advisors's QGRW Position: Q1 2026 in Review

Farther Finance Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2026, closing a stake of 1,279 shares — an estimated $75K sold.

Farther Finance Advisors first reported a position in QGRW in Q4 2025 and held it in 1 quarter. The position peaked at $75K in Q4 2025. 152 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Farther Finance Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
Farther Finance Advisors sold 1,279 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $75K.
Farther Finance Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and held it in 1 quarter.
Farther Finance Advisors's WisdomTree US Quality Growth Fund position peaked at $75K in Q4 2025.
152 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.