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 Q3	$4.86M	Buy	70,756 +3,352	+5%	+$224K	0.95%	27
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

RPGK

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

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

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

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

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Herold Advisors's QGRW Position: Q3 2026 in Review

Herold Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 5% in Q3 2026, buying an estimated $224K and bringing the position to 70,756 shares worth $4.86M. The position accounts for 0.95% of the portfolio, ranked #27.

Herold Advisors first reported a position in QGRW in Q4 2023 and has held it in 12 quarters since. 67 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

Herold Advisors held 70,756 shares of WisdomTree US Quality Growth Fund worth $4.86M as of Q3 2026.
Herold Advisors bought 3,352 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $224K.
WisdomTree US Quality Growth Fund made up 0.95% of Herold Advisors's portfolio in Q3 2026, its #27 holding.
Herold Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 12 quarters since.
67 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.