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Investor's Fiduciary Advisor Network’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Investor's Fiduciary Advisor Network’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 		$213K Buy
3,994
+140
+4% +$7.99K 0.07% 258
2025
Q4 		$226K Buy
+3,854
New +$225K 0.05% 257

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investor's Fiduciary Advisor Network's QGRW Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its WisdomTree US Quality Growth Fund (QGRW) stake by 3.6% in Q1 2026, buying an estimated $7.99K and bringing the position to 3,994 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #258.

Investor's Fiduciary Advisor Network first reported a position in QGRW in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 3,994 shares of WisdomTree US Quality Growth Fund worth $213K as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 140 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $7.99K.
  • WisdomTree US Quality Growth Fund made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #258 holding.
  • Investor's Fiduciary Advisor Network first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Investor's Fiduciary Advisor Network's WisdomTree US Quality Growth Fund position peaked at $226K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.