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

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

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.

164 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.
164 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.