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

Herold 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	$4.45M	Buy	67,404 +6,806	+11%	+$429K	0.88%	27
2026 Q1	$3.24M	Buy	60,598 +5,444	+10%	+$311K	0.71%	40
2025 Q4	$3.24M	Buy	55,154 +3,132	+6%	+$183K	0.72%	36
2025 Q3	$2.98M	Buy	52,022 +3,092	+6%	+$169K	0.69%	35
2025 Q2	$2.57M	Sell	48,930 -3,583	-7%	-$168K	0.54%	51
2025 Q1	$2.31M	Buy	52,513 +11,108	+27%	+$537K	0.51%	57
2024 Q4	$2.04M	Buy	41,405 +6,656	+19%	+$320K	0.44%	59
2024 Q3	$1.59M	Buy	34,749 +5,517	+19%	+$244K	0.34%	80
2024 Q2	$1.31M	Buy	29,232 +14,720	+101%	+$615K	0.3%	90
2024 Q1	$596K	Buy	14,512 +8,541	+143%	+$334K	0.14%	156
2023 Q4	$218K	Buy	+5,971	New	+$202K	0.06%	226

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

Herold Advisors's QGRW Position: Q2 2026 in Review

Herold Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 11% in Q2 2026, buying an estimated $429K and bringing the position to 67,404 shares worth $4.45M. The position accounts for 0.88% of the portfolio, ranked #27.

Herold Advisors first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Herold Advisors held 67,404 shares of WisdomTree US Quality Growth Fund worth $4.45M as of Q2 2026.
Herold Advisors bought 6,806 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $429K.
WisdomTree US Quality Growth Fund made up 0.88% of Herold Advisors's portfolio in Q2 2026, its #27 holding.
Herold Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.