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Sound Income Strategies’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Sound Income Strategies’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 		$15.7M Buy
237,599
+34,549
+17% +$2.18M 0.7% 51
2026
Q1 		$11M Buy
203,050
+35,586
+21% +$2.03M 0.53% 66
2025
Q4 		$9.87M Buy
167,464
+64,594
+63% +$3.78M 0.47% 68
2025
Q3 		$5.99M Buy
+102,870
New +$5.63M 0.33% 80

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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound Income Strategies's QGRW Position: Q2 2026 in Review

Sound Income Strategies increased its WisdomTree US Quality Growth Fund (QGRW) stake by 17% in Q2 2026, buying an estimated $2.18M and bringing the position to 237,599 shares worth $15.7M. The position accounts for 0.7% of the portfolio, ranked #51.

Sound Income Strategies first reported a position in QGRW in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Sound Income Strategies held 237,599 shares of WisdomTree US Quality Growth Fund worth $15.7M as of Q2 2026.
  • Sound Income Strategies bought 34,549 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $2.18M.
  • WisdomTree US Quality Growth Fund made up 0.7% of Sound Income Strategies's portfolio in Q2 2026, its #51 holding.
  • Sound Income Strategies first reported a position in WisdomTree US Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.