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 Q3	$76.7M	Buy	1,117,209 +43,967	+4%	+$2.93M	4.92%	4
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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

RVW Wealth's QGRW Position: Q3 2026 in Review

RVW Wealth increased its WisdomTree US Quality Growth Fund (QGRW) stake by 4.1% in Q3 2026, buying an estimated $2.93M and bringing the position to 1,117,209 shares worth $76.7M. The position accounts for 4.92% of the portfolio, ranked #4.

RVW Wealth first reported a position in QGRW in Q4 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

RVW Wealth held 1,117,209 shares of WisdomTree US Quality Growth Fund worth $76.7M as of Q3 2026.
RVW Wealth bought 43,967 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $2.93M.
WisdomTree US Quality Growth Fund made up 4.92% of RVW Wealth's portfolio in Q3 2026, its #4 holding.
RVW Wealth first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 12 quarters since.
47 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.