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Sigma Planning Corp’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Sigma Planning Corp’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 		$1.62M Buy
+24,578
New +$1.55M 0.04% 426
2025
Q2 		– Sell
-9,579
Closed -$421K – 1322
2025
Q1 		$421K Buy
9,579
+866
+10% +$41.9K 0.01% 803
2024
Q4 		$429K Buy
+8,713
New +$420K 0.01% 795

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

Sigma Planning Corp's QGRW Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 24,578 shares worth $1.62M. The stake represents 0.04% of the portfolio and ranks #426 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in QGRW as recently as Q1 2025.

Sigma Planning Corp first reported a position in QGRW in Q4 2024 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Sigma Planning Corp held 24,578 shares of WisdomTree US Quality Growth Fund worth $1.62M as of Q2 2026.
  • WisdomTree US Quality Growth Fund was a new Sigma Planning Corp position in Q2 2026.
  • WisdomTree US Quality Growth Fund made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #426 holding.
  • Sigma Planning Corp first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.