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 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

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

Insight Advisors's QGRW Position: Q1 2026 in Review

Insight Advisors reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 97% in Q1 2026, selling an estimated $15.2M and leaving 7,992 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #147.

Insight Advisors first reported a position in QGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.1M in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Insight Advisors held 7,992 shares of WisdomTree US Quality Growth Fund worth $427K as of Q1 2026.
Insight Advisors sold 267,029 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $15.2M.
WisdomTree US Quality Growth Fund made up 0.08% of Insight Advisors's portfolio in Q1 2026, its #147 holding.
Insight Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
Insight Advisors's WisdomTree US Quality Growth Fund position peaked at $16.1M in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.