TD Capital Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

TD Capital 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	$2.61M	Buy	48,829 +2,872	+6%	+$164K	0.23%	50
2025 Q4	$2.7M	Buy	45,957 +5,184	+13%	+$303K	0.24%	49
2025 Q3	$2.34M	Buy	40,773 +8,064	+25%	+$441K	0.21%	51
2025 Q2	$1.72M	Buy	32,709 +8,217	+34%	+$386K	0.16%	54
2025 Q1	$1.08M	Buy	24,492 +7,895	+48%	+$382K	0.11%	57
2024 Q4	$818K	Buy	16,597 +445	+3%	+$21.4K	0.08%	61
2024 Q3	$737K	Buy	16,152 +2,892	+22%	+$128K	0.07%	59
2024 Q2	$594K	Buy	13,260 +2,887	+28%	+$121K	0.06%	63
2024 Q1	$426K	Buy	+10,373	New	+$405K	0.05%	67

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TD Capital Management's QGRW Position: Q1 2026 in Review

TD Capital Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 6.2% in Q1 2026, buying an estimated $164K and bringing the position to 48,829 shares worth $2.61M. The position accounts for 0.23% of the portfolio, ranked #50.

TD Capital Management first reported a position in QGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.7M in Q4 2025. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

TD Capital Management held 48,829 shares of WisdomTree US Quality Growth Fund worth $2.61M as of Q1 2026.
TD Capital Management bought 2,872 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $164K.
WisdomTree US Quality Growth Fund made up 0.23% of TD Capital Management's portfolio in Q1 2026, its #50 holding.
TD Capital Management first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
TD Capital Management's WisdomTree US Quality Growth Fund position peaked at $2.7M in Q4 2025.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.