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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

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
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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. 21 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.
  • 21 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.