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Optima Capital’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Optima Capital’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 		– Sell
-26
Closed -$1.53K – 1014
2025
Q4 		$1.53K Buy
+26
New +$1.52K ﹤0.01% 845

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Optima Capital's QGRW Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2026, closing a stake of 26 shares — an estimated $1.53K sold.

Optima Capital first reported a position in QGRW in Q4 2025 and held it in 1 quarter. The position peaked at $1.53K in Q4 2025. 152 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 26 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $1.53K.
  • Optima Capital first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and held it in 1 quarter.
  • Optima Capital's WisdomTree US Quality Growth Fund position peaked at $1.53K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.