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Lantern Wealth Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Lantern Wealth 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 		$208K Buy
+3,147
New +$198K 0.1% 179
2025
Q4 		– Sell
-3,770
Closed -$216K – 172
2025
Q3 		$216K Buy
+3,770
New +$206K 0.11% 142

Other funds holding QGRW

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

Lantern Wealth Advisors's QGRW Position: Q2 2026 in Review

Lantern Wealth Advisors opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 3,147 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in QGRW as recently as Q3 2025.

Lantern Wealth Advisors first reported a position in QGRW in Q3 2025 and has held it in 2 quarters since. The position peaked at $216K in Q3 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Lantern Wealth Advisors held 3,147 shares of WisdomTree US Quality Growth Fund worth $208K as of Q2 2026.
  • WisdomTree US Quality Growth Fund was a new Lantern Wealth Advisors position in Q2 2026.
  • WisdomTree US Quality Growth Fund made up 0.1% of Lantern Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Lantern Wealth Advisors first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 2 quarters since.
  • Lantern Wealth Advisors's WisdomTree US Quality Growth Fund position peaked at $216K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.