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

Sax Wealth Advisors’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 		$211K Buy
+3,078
New +$205K 0.01% 687

Other funds holding QGRW

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Sax Wealth Advisors's QGRW Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q3 2026: 3,078 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings.

17 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Sax Wealth Advisors held 3,078 shares of WisdomTree US Quality Growth Fund worth $211K as of Q3 2026.
  • WisdomTree US Quality Growth Fund was a new Sax Wealth Advisors position in Q3 2026.
  • WisdomTree US Quality Growth Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #687 holding.
  • 17 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.