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 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Herold Advisors's QGRW Position: Q1 2026 in Review

Herold Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 9.9% in Q1 2026, buying an estimated $311K and bringing the position to 60,598 shares worth $3.24M. The position accounts for 0.71% of the portfolio, ranked #40.

Herold Advisors first reported a position in QGRW in Q4 2023 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Herold Advisors held 60,598 shares of WisdomTree US Quality Growth Fund worth $3.24M as of Q1 2026.
Herold Advisors bought 5,444 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $311K.
WisdomTree US Quality Growth Fund made up 0.71% of Herold Advisors's portfolio in Q1 2026, its #40 holding.
Herold Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 10 quarters since.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.