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Soltis Investment Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Soltis Investment 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
Q2 		$339K Sell
5,133
-1,530
-23% -$96.5K 0.02% 451
2026
Q1 		$356K Sell
6,663
-1,222
-15% -$69.8K 0.02% 401
2025
Q4 		$463K Sell
7,885
-1,371
-15% -$80.2K 0.03% 335
2025
Q3 		$531K Buy
+9,256
New +$506K 0.04% 289

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

Soltis Investment Advisors's QGRW Position: Q2 2026 in Review

Soltis Investment Advisors reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 23% in Q2 2026, selling an estimated $96.5K and leaving 5,133 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #451.

Soltis Investment Advisors first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $531K in Q3 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Soltis Investment Advisors held 5,133 shares of WisdomTree US Quality Growth Fund worth $339K as of Q2 2026.
  • Soltis Investment Advisors sold 1,530 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $96.5K.
  • WisdomTree US Quality Growth Fund made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #451 holding.
  • Soltis Investment Advisors first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's WisdomTree US Quality Growth Fund position peaked at $531K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.