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&Partners’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

&Partners’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 		$240K Hold
4,464
– – ﹤0.01% 2139
2025
Q4 		$262K Sell
4,464
-160
-3% -$9.36K ﹤0.01% 1998
2025
Q3 		$265K Buy
+4,624
New +$253K ﹤0.01% 1820

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's QGRW Position: Q1 2026 in Review

&Partners held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q1 2026 at 4,464 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

&Partners first reported a position in QGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q3 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • &Partners held 4,464 shares of WisdomTree US Quality Growth Fund worth $240K as of Q1 2026.
  • &Partners left its WisdomTree US Quality Growth Fund share count unchanged in Q1 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2139 holding.
  • &Partners first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • &Partners's WisdomTree US Quality Growth Fund position peaked at $265K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.