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

Insight 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	–	Sell	-7,992	Closed	-$427K	–	255
2026 Q1	$427K	Sell	7,992 -267,029	-97%	-$15.2M	0.08%	147
2025 Q4	$16.1M	Sell	275,021 -451	-0.2%	-$26.4K	2.44%	7
2025 Q3	$15.8M	Sell	275,472 -80	-0%	-$4.38K	2.41%	6
2025 Q2	$14.5M	Buy	275,552 +44,097	+19%	+$2.07M	2.32%	7
2025 Q1	$10.2M	Buy	231,455 +33,104	+17%	+$1.6M	1.77%	7
2024 Q4	$9.86M	Buy	198,351 +31,233	+19%	+$1.5M	1.66%	7
2024 Q3	$7.62M	Buy	167,118 +46,383	+38%	+$2.05M	1.31%	9
2024 Q2	$5.41M	Buy	120,735 +49,024	+68%	+$2.05M	0.98%	14
2024 Q1	$2.95M	Buy	+71,711	New	+$2.8M	0.57%	29

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

Insight Advisors's QGRW Position: Q2 2026 in Review

Insight Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2026, closing a stake of 7,992 shares — an estimated $427K sold.

Insight Advisors first reported a position in QGRW in Q1 2024 and held it in 9 quarters. The position peaked at $16.1M in Q4 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Insight Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
Insight Advisors sold 7,992 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $427K.
Insight Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and held it in 9 quarters.
Insight Advisors's WisdomTree US Quality Growth Fund position peaked at $16.1M in Q4 2025.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.