Pension & Wealth Management Advisors’s WisdomTree US MidCap Quality Growth Fund QMID Stock Holding History

Pension & Wealth Management Advisors’s Portfolio QMID Stock Details QMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Sell	9,465 -735	-7%	-$21K	0.08%	152
2026 Q1	$276K	Hold	10,200	–	–	0.08%	139
2025 Q4	$288K	Buy	+10,200	New	+$289K	0.09%	141

Other funds holding QMID

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's QMID Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its WisdomTree US MidCap Quality Growth Fund (QMID) stake by 7.2% in Q2 2026, selling an estimated $21K and leaving 9,465 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #152.

Pension & Wealth Management Advisors first reported a position in QMID in Q4 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 3 funds tracked by Wall St. Rank hold QMID as of Q2 2026.

Pension & Wealth Management Advisors held 9,465 shares of WisdomTree US MidCap Quality Growth Fund worth $278K as of Q2 2026.
Pension & Wealth Management Advisors sold 735 WisdomTree US MidCap Quality Growth Fund shares in Q2 2026, an estimated $21K.
WisdomTree US MidCap Quality Growth Fund made up 0.08% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #152 holding.
Pension & Wealth Management Advisors first reported a position in WisdomTree US MidCap Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
Pension & Wealth Management Advisors's WisdomTree US MidCap Quality Growth Fund position peaked at $288K in Q4 2025.
3 funds tracked by Wall St. Rank held WisdomTree US MidCap Quality Growth Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.