KPP Advisory Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

KPP Advisory Services’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	$5.23M	Buy	79,191 +41,217	+109%	+$2.6M	0.66%	38
2026 Q1	$2.03M	Buy	37,974 +4,380	+13%	+$250K	0.29%	81
2025 Q4	$1.97M	Buy	33,594 +25,945	+339%	+$1.52M	0.29%	78
2025 Q3	$439K	Sell	7,649 -649	-8%	-$35.5K	0.07%	222
2025 Q2	$436K	Buy	8,298 +2,649	+47%	+$125K	0.07%	205
2025 Q1	$248K	Buy	5,649 +1,236	+28%	+$59.7K	0.05%	265
2024 Q4	$217K	Buy	+4,413	New	+$212K	0.05%	239

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

KPP Advisory Services's QGRW Position: Q2 2026 in Review

KPP Advisory Services increased its WisdomTree US Quality Growth Fund (QGRW) stake by 109% in Q2 2026, buying an estimated $2.6M and bringing the position to 79,191 shares worth $5.23M. The position accounts for 0.66% of the portfolio, ranked #38.

KPP Advisory Services first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

KPP Advisory Services held 79,191 shares of WisdomTree US Quality Growth Fund worth $5.23M as of Q2 2026.
KPP Advisory Services bought 41,217 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $2.6M.
WisdomTree US Quality Growth Fund made up 0.66% of KPP Advisory Services's portfolio in Q2 2026, its #38 holding.
KPP Advisory Services first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.