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Foundations Investment Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Foundations Investment 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 		– Sell
-3,804
Closed -$203K – 1285
2026
Q1 		$203K Buy
+3,804
New +$217K ﹤0.01% 1102
2025
Q4 		– Sell
-5,506
Closed -$316K – 1172
2025
Q3 		$316K Sell
5,506
-2,243
-29% -$123K ﹤0.01% 831
2025
Q2 		$407K Buy
+7,749
New +$364K 0.01% 640

Other funds holding QGRW

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

Foundations Investment Advisors's QGRW Position: Q2 2026 in Review

Foundations Investment Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2026, closing a stake of 3,804 shares — an estimated $203K sold.

Foundations Investment Advisors first reported a position in QGRW in Q2 2025 and held it in 3 quarters. The position peaked at $407K in Q2 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Foundations Investment Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,804 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $203K.
  • Foundations Investment Advisors first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's WisdomTree US Quality Growth Fund position peaked at $407K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.