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

Shrier Wealth Management’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
Q1 		– Sell
-4,614
Closed -$271K – 133
2025
Q4 		$271K Buy
+4,614
New +$270K 0.11% 113

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 $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Shrier Wealth Management's QGRW Position: Q1 2026 in Review

Shrier Wealth Management sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2026, closing a stake of 4,614 shares — an estimated $271K sold.

Shrier Wealth Management first reported a position in QGRW in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 151 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Shrier Wealth Management reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Shrier Wealth Management sold 4,614 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $271K.
  • Shrier Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and held it in 1 quarter.
  • Shrier Wealth Management's WisdomTree US Quality Growth Fund position peaked at $271K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Shrier Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.