Founders Financial Alliance’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Founders Financial Alliance’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	$546K	Buy	8,267 +182	+2%	+$11.5K	0.07%	227
2026 Q1	$432K	Buy	8,085 +237	+3%	+$13.5K	0.08%	233
2025 Q4	$460K	Buy	7,848 +1,892	+32%	+$111K	0.09%	207
2025 Q3	$342K	Buy	5,956 +490	+9%	+$26.8K	0.06%	267
2025 Q2	$287K	Buy	5,466 +881	+19%	+$41.4K	0.07%	260
2025 Q1	$201K	Buy	4,585 +1,951	+74%	+$94.3K	0.05%	341
2024 Q4	$130K	Buy	2,634 +2,348	+821%	+$113K	0.04%	306
2024 Q3	$13K	Buy	286 +281	+5,620%	+$12.4K	﹤0.01%	474
2024 Q2	$224	Buy	+5	New	+$209	﹤0.01%	559

Other funds holding QGRW

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 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

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

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

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

Founders Financial Alliance's QGRW Position: Q2 2026 in Review

Founders Financial Alliance increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,267 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #227.

Founders Financial Alliance first reported a position in QGRW in Q2 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Founders Financial Alliance held 8,267 shares of WisdomTree US Quality Growth Fund worth $546K as of Q2 2026.
Founders Financial Alliance bought 182 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $11.5K.
WisdomTree US Quality Growth Fund made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #227 holding.
Founders Financial Alliance first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.