Great Valley Advisor Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Great Valley Advisor Group’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	$1.58M	Buy	23,937 +457	+2%	+$28.8K	0.03%	457
2026 Q1	$1.25M	Buy	23,480 +186	+0.8%	+$10.6K	0.02%	468
2025 Q4	$1.37M	Buy	23,294 +3,281	+16%	+$192K	0.03%	429
2025 Q3	$1.15M	Buy	20,013 +2,212	+12%	+$121K	0.02%	449
2025 Q2	$935K	Buy	17,801 +363	+2%	+$17.1K	0.02%	471
2025 Q1	$766K	Buy	17,438 +1,550	+10%	+$74.9K	0.02%	499
2024 Q4	$783K	Buy	15,888 +436	+3%	+$21K	0.02%	492
2024 Q3	$705K	Buy	15,452 +1,228	+9%	+$54.3K	0.02%	488
2024 Q2	$638K	Buy	14,224 +7,401	+108%	+$309K	0.02%	475
2024 Q1	$280K	Buy	+6,823	New	+$267K	0.01%	622

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

Great Valley Advisor Group's QGRW Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree US Quality Growth Fund (QGRW) stake by 1.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 23,937 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #457.

Great Valley Advisor Group first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Great Valley Advisor Group held 23,937 shares of WisdomTree US Quality Growth Fund worth $1.58M as of Q2 2026.
Great Valley Advisor Group bought 457 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $28.8K.
WisdomTree US Quality Growth Fund made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #457 holding.
Great Valley Advisor Group first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.