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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree US MidCap Quality Growth Fund QMID Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio QMID Stock Details QMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Sell
9,465
-735
-7% -$21K 0.08% 152
2026
Q1 		$276K Hold
10,200
– – 0.08% 139
2025
Q4 		$288K Buy
+10,200
New +$289K 0.09% 141

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s QMID Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its WisdomTree US MidCap Quality Growth Fund (QMID) stake by 7.2% in Q2 2026, selling an estimated $21K and leaving 9,465 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #152.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in QMID in Q4 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 1 fund tracked by Wall St. Rank holds QMID as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,465 shares of WisdomTree US MidCap Quality Growth Fund worth $278K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 735 WisdomTree US MidCap Quality Growth Fund shares in Q2 2026, an estimated $21K.
  • WisdomTree US MidCap Quality Growth Fund made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #152 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree US MidCap Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree US MidCap Quality Growth Fund position peaked at $288K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held WisdomTree US MidCap Quality Growth Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.