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QGRW icon

RVW Wealth’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

RVW Wealth’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 		$70.9M Buy
1,073,242
+7,601
+0.7% +$479K 4.67% 4
2026
Q1 		$56.9M Sell
1,065,641
-16,479
-2% -$941K 4.44% 4
2025
Q4 		$63.5M Sell
1,082,120
-82,591
-7% -$4.83M 4.85% 4
2025
Q3 		$66.8M Sell
1,164,711
-69,097
-6% -$3.78M 5.22% 4
2025
Q2 		$64.8M Buy
1,233,808
+2,116
+0.2% +$99.5K 5.51% 4
2025
Q1 		$54.1M Buy
1,231,692
+48,856
+4% +$2.36M 5.09% 5
2024
Q4 		$58.3M Buy
1,182,836
+56,685
+5% +$2.73M 5.44% 4
2024
Q3 		$51.4M Buy
1,126,151
+137,210
+14% +$6.06M 4.77% 4
2024
Q2 		$44.3M Buy
988,941
+274,258
+38% +$11.5M 4.42% 5
2024
Q1 		$29.4M Buy
714,683
+131,583
+23% +$5.14M 3.02% 9
2023
Q4 		$21.3M Buy
+583,100
New +$19.8M 2.34% 14

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

RVW Wealth's QGRW Position: Q2 2026 in Review

RVW Wealth increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.71% in Q2 2026, buying an estimated $479K and bringing the position to 1,073,242 shares worth $70.9M. The position accounts for 4.67% of the portfolio, ranked #4.

RVW Wealth first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • RVW Wealth held 1,073,242 shares of WisdomTree US Quality Growth Fund worth $70.9M as of Q2 2026.
  • RVW Wealth bought 7,601 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $479K.
  • WisdomTree US Quality Growth Fund made up 4.67% of RVW Wealth's portfolio in Q2 2026, its #4 holding.
  • RVW Wealth first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.