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

Millington 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	$586K	Hold	9,086	–	–	0.23%	75
2026 Q1	$564K	Hold	9,086	–	–	0.24%	74
2025 Q4	$519K	Buy	9,086 +8	+0.1%	+$468	0.23%	74
2025 Q3	$521K	Sell	9,078 -70	-0.8%	-$3.83K	0.25%	69
2025 Q2	$492K	Hold	9,148	–	–	0.25%	68
2025 Q1	$390K	Hold	9,148	–	–	0.24%	66
2024 Q4	$454K	Hold	9,148	–	–	0.26%	58
2024 Q3	$417K	Sell	9,148 -83	-0.9%	-$3.67K	0.26%	61
2024 Q2	$414K	Sell	9,231 -65	-0.7%	-$2.72K	0.29%	58
2024 Q1	$382K	Buy	9,296 +1,173	+14%	+$45.8K	0.27%	60
2023 Q4	$297K	Hold	8,123	–	–	0.24%	68
2023 Q3	$258K	Buy	8,123 +1,995	+33%	+$65.8K	0.23%	64
2023 Q2	$203K	Buy	+6,128	New	+$183K	0.18%	73

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

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

Millington Financial Advisors held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 9,086 shares worth $586K. The position accounts for 0.23% of the portfolio, ranked #75.

Millington Financial Advisors first reported a position in QGRW in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Millington Financial Advisors held 9,086 shares of WisdomTree US Quality Growth Fund worth $586K as of Q2 2026.
Millington Financial Advisors left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree US Quality Growth Fund made up 0.23% of Millington Financial Advisors's portfolio in Q2 2026, its #75 holding.
Millington Financial Advisors first reported a position in WisdomTree US Quality Growth Fund in Q2 2023 and has held it in 13 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.