Retirement Planning Group (Kansas)’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Retirement Planning Group (Kansas)’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	$300M	Buy	4,540,625 +209,753	+5%	+$13.2M	7.62%	2
2026 Q1	$231M	Buy	4,330,872 +116,663	+3%	+$6.66M	7.17%	2
2025 Q4	$247M	Buy	4,214,209 +120,233	+3%	+$7.03M	8.12%	2
2025 Q3	$235M	Buy	4,093,976 +344,356	+9%	+$18.8M	8.15%	2
2025 Q2	$197M	Buy	3,749,620 +407,979	+12%	+$19.2M	8.38%	2
2025 Q1	$147M	Buy	+3,341,641	New	+$162M	6.88%	2

Other funds holding QGRW

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s QGRW Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its WisdomTree US Quality Growth Fund (QGRW) stake by 4.8% in Q2 2026, buying an estimated $13.2M and bringing the position to 4,540,625 shares worth $300M. The position accounts for 7.62% of the portfolio, ranked #2.

Retirement Planning Group (Kansas) first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Retirement Planning Group (Kansas) held 4,540,625 shares of WisdomTree US Quality Growth Fund worth $300M as of Q2 2026.
Retirement Planning Group (Kansas) bought 209,753 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $13.2M.
WisdomTree US Quality Growth Fund made up 7.62% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #2 holding.
Retirement Planning Group (Kansas) first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.