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

Root Financial 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
2025
Q4 		– Sell
-100
Closed -$5.74K – 2507
2025
Q3 		$5.74K Buy
+100
New +$5.47K ﹤0.01% 1670

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Root Financial Partners's QGRW Position: Q4 2025 in Review

Root Financial Partners sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2025, closing a stake of 100 shares — an estimated $5.74K sold.

Root Financial Partners first reported a position in QGRW in Q3 2025 and held it in 1 quarter. The position peaked at $5.74K in Q3 2025. 135 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

  • Root Financial Partners reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 100 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $5.74K.
  • Root Financial Partners first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's WisdomTree US Quality Growth Fund position peaked at $5.74K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.