Ritter Daniher Financial Advisory’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Ritter Daniher Financial Advisory’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	$22.8M	Buy	345,390 +9,312	+3%	+$587K	3.47%	9
2026 Q1	$18M	Buy	336,078 +26,373	+9%	+$1.51M	3.05%	9
2025 Q4	$18.2M	Sell	309,705 -6,334	-2%	-$370K	3.05%	9
2025 Q3	$18.1M	Buy	316,039 +15,569	+5%	+$852K	3.19%	8
2025 Q2	$15.8M	Sell	300,470 -10,393	-3%	-$489K	3.88%	8
2025 Q1	$13.6M	Buy	310,863 +108,092	+53%	+$5.23M	3.72%	8
2024 Q4	$9.99M	Buy	+202,771	New	+$9.76M	2.82%	9

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Ritter Daniher Financial Advisory's QGRW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.8% in Q2 2026, buying an estimated $587K and bringing the position to 345,390 shares worth $22.8M. The position accounts for 3.47% of the portfolio, ranked #9.

Ritter Daniher Financial Advisory first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Ritter Daniher Financial Advisory held 345,390 shares of WisdomTree US Quality Growth Fund worth $22.8M as of Q2 2026.
Ritter Daniher Financial Advisory bought 9,312 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $587K.
WisdomTree US Quality Growth Fund made up 3.47% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #9 holding.
Ritter Daniher Financial Advisory first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.