BFC Planning, Inc.’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

BFC Planning, Inc.’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	$149K	Buy	+2,262	New	+$143K	0.01%	1055

Other funds holding QGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.04% 1-Year Est. Return

BFC Planning, Inc.'s QGRW Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 2,262 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #1055 among its holdings.

167 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

BFC Planning, Inc. held 2,262 shares of WisdomTree US Quality Growth Fund worth $149K as of Q2 2026.
WisdomTree US Quality Growth Fund was a new BFC Planning, Inc. position in Q2 2026.
WisdomTree US Quality Growth Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1055 holding.
167 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.