Maia Wealth
QGRW icon

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

Maia Wealth’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
Q3 		$218K Sell
3,167
-9
-0.3% -$600 0.03% 331
2026
Q2 		$210K Buy
+3,176
New +$200K 0.03% 341

Other funds holding QGRW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Etesian Wealth Advisors
Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

Maia Wealth's QGRW Position: Q3 2026 in Review

Maia Wealth reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 0.28% in Q3 2026, selling an estimated $600 and leaving 3,167 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #331.

Maia Wealth first reported a position in QGRW in Q2 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Maia Wealth held 3,167 shares of WisdomTree US Quality Growth Fund worth $218K as of Q3 2026.
  • Maia Wealth sold 9 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $600.
  • WisdomTree US Quality Growth Fund made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #331 holding.
  • Maia Wealth first reported a position in WisdomTree US Quality Growth Fund in Q2 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.