Independent Financial Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Independent Financial 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 Q1	–	Sell	-4,507	Closed	-$264K	–	1515
2025 Q4	$264K	Sell	4,507 -2,626	-37%	-$154K	0.01%	1212
2025 Q3	$409K	Buy	7,133 +838	+13%	+$45.8K	0.01%	935
2025 Q2	$331K	Buy	6,295 +594	+10%	+$27.9K	0.01%	980
2025 Q1	$250K	Buy	5,701 +1,163	+26%	+$56.2K	0.01%	1011
2024 Q4	$224K	Sell	4,538 -75	-2%	-$3.61K	0.01%	1041
2024 Q3	$210K	Sell	4,613 -7	-0.2%	-$309	0.01%	1054
2024 Q2	$207K	Buy	+4,620	New	+$193K	0.01%	1014

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

EWM

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

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

Independent Financial Group's QGRW Position: Q1 2026 in Review

Independent Financial Group sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2026, closing a stake of 4,507 shares — an estimated $264K sold.

Independent Financial Group first reported a position in QGRW in Q2 2024 and held it in 7 quarters. The position peaked at $409K in Q3 2025. 152 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Independent Financial Group reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 4,507 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $264K.
Independent Financial Group first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and held it in 7 quarters.
Independent Financial Group's WisdomTree US Quality Growth Fund position peaked at $409K in Q3 2025.
152 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.