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QGRW icon

&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
Q2 		$323K Buy
4,898
+434
+10% +$27.4K ﹤0.01% 2096
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

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

&Partners's QGRW Position: Q2 2026 in Review

&Partners increased its WisdomTree US Quality Growth Fund (QGRW) stake by 9.7% in Q2 2026, buying an estimated $27.4K and bringing the position to 4,898 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

&Partners first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • &Partners held 4,898 shares of WisdomTree US Quality Growth Fund worth $323K as of Q2 2026.
  • &Partners bought 434 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $27.4K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2096 holding.
  • &Partners first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.