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

Legacy 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 Q1	$17.8M	Buy	333,342 +5,198	+2%	+$297K	2.49%	9
2025 Q4	$19.3M	Sell	328,144 -18,817	-5%	-$1.1M	2.66%	9
2025 Q3	$19.9M	Sell	346,961 -7,243	-2%	-$396K	2.74%	9
2025 Q2	$18.6M	Sell	354,204 -1,492	-0.4%	-$70.1K	2.91%	6
2025 Q1	$15.6M	Sell	355,696 -1,714	-0.5%	-$82.9K	2.61%	8
2024 Q4	$17.6M	Sell	357,410 -19,922	-5%	-$959K	2.91%	8
2024 Q3	$17.2M	Sell	377,332 -8,878	-2%	-$392K	2.89%	7
2024 Q2	$17.3M	Sell	386,210 -74,120	-16%	-$3.1M	3.08%	6
2024 Q1	$18.9M	Sell	460,330 -48,710	-10%	-$1.9M	3.39%	5
2023 Q4	$18.6M	Sell	509,040 -39,235	-7%	-$1.33M	3.58%	5
2023 Q3	$17.4M	Sell	548,275 -29,779	-5%	-$983K	3.49%	5
2023 Q2	$19.1M	Buy	578,054 +561,956	+3,491%	+$16.8M	3.57%	6
2023 Q1	$457K	Buy	+16,098	New	+$421K	0.09%	136

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Financial Advisors's QGRW Position: Q1 2026 in Review

Legacy Financial Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 1.6% in Q1 2026, buying an estimated $297K and bringing the position to 333,342 shares worth $17.8M. The position accounts for 2.49% of the portfolio, ranked #9.

Legacy Financial Advisors first reported a position in QGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.9M in Q3 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Legacy Financial Advisors held 333,342 shares of WisdomTree US Quality Growth Fund worth $17.8M as of Q1 2026.
Legacy Financial Advisors bought 5,198 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $297K.
WisdomTree US Quality Growth Fund made up 2.49% of Legacy Financial Advisors's portfolio in Q1 2026, its #9 holding.
Legacy Financial Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2023 and has held it in 13 quarters since.
Legacy Financial Advisors's WisdomTree US Quality Growth Fund position peaked at $19.9M in Q3 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.