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

Orgel Wealth Management’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
+3,156
New +$199K ﹤0.01% 112

Other funds holding QGRW

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Orgel Wealth Management's QGRW Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 3,156 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #112 among its holdings.

20 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Orgel Wealth Management held 3,156 shares of WisdomTree US Quality Growth Fund worth $208K as of Q2 2026.
  • WisdomTree US Quality Growth Fund was a new Orgel Wealth Management position in Q2 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #112 holding.
  • 20 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.