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QGRW icon

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

Intrua Financial’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 		$475K Sell
7,196
-111
-2% -$7K 0.04% 290
2026
Q1 		$390K Sell
7,307
-641
-8% -$36.6K 0.04% 312
2025
Q4 		$466K Sell
7,948
-1,225
-13% -$71.6K 0.05% 269
2025
Q3 		$526K Buy
+9,173
New +$502K 0.06% 238

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Intrua Financial's QGRW Position: Q2 2026 in Review

Intrua Financial reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 1.5% in Q2 2026, selling an estimated $7K and leaving 7,196 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #290.

Intrua Financial first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $526K in Q3 2025. 93 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Intrua Financial held 7,196 shares of WisdomTree US Quality Growth Fund worth $475K as of Q2 2026.
  • Intrua Financial sold 111 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $7K.
  • WisdomTree US Quality Growth Fund made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #290 holding.
  • Intrua Financial first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • Intrua Financial's WisdomTree US Quality Growth Fund position peaked at $526K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.