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

JNBA Financial 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 		$49.8K Hold
754
– – ﹤0.01% 324
2026
Q1 		$40.3K Sell
754
-99
-12% -$5.65K ﹤0.01% 338
2025
Q4 		$50K Buy
853
+19
+2% +$1.11K ﹤0.01% 311
2025
Q3 		$47.8K Buy
834
+309
+59% +$16.9K ﹤0.01% 310
2025
Q2 		$27.6K Buy
+525
New +$24.7K ﹤0.01% 357

Other funds holding QGRW

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
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
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

JNBA Financial Advisors's QGRW Position: Q2 2026 in Review

JNBA Financial Advisors held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 754 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

JNBA Financial Advisors first reported a position in QGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $50K in Q4 2025. 73 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • JNBA Financial Advisors held 754 shares of WisdomTree US Quality Growth Fund worth $49.8K as of Q2 2026.
  • JNBA Financial Advisors left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #324 holding.
  • JNBA Financial Advisors first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • JNBA Financial Advisors's WisdomTree US Quality Growth Fund position peaked at $50K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.