Sigma Planning Corp
QGRW icon

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
Q3 		– Sell
-24,578
Closed -$1.62M – 1421
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Etesian Wealth Advisors
Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sigma Planning Corp's QGRW Position: Q3 2026 in Review

Sigma Planning Corp sold out of WisdomTree US Quality Growth Fund (QGRW) in Q3 2026, closing a stake of 24,578 shares — an estimated $1.62M sold.

Sigma Planning Corp first reported a position in QGRW in Q4 2024 and held it in 3 quarters. The position peaked at $1.62M in Q2 2026. 62 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Sigma Planning Corp reported no remaining WisdomTree US Quality Growth Fund position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 24,578 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $1.62M.
  • Sigma Planning Corp first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and held it in 3 quarters.
  • Sigma Planning Corp's WisdomTree US Quality Growth Fund position peaked at $1.62M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.