Tempus Wealth Planning’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Tempus Wealth Planning’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	$305K	Buy	4,617 +10	+0.2%	+$631	0.06%	232
2026 Q1	$246K	Sell	4,607 -302	-6%	-$17.2K	0.06%	241
2025 Q4	$288K	Sell	4,909 -102	-2%	-$5.96K	0.07%	223
2025 Q3	$287K	Sell	5,011 -177	-3%	-$9.68K	0.07%	227
2025 Q2	$273K	Sell	5,188 -52,725	-91%	-$2.48M	0.07%	223
2025 Q1	$2.54M	Sell	57,913 -11,787	-17%	-$570K	0.76%	30
2024 Q4	$3.43M	Buy	+69,700	New	+$3.36M	1.05%	23

Other funds holding QGRW

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 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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Tempus Wealth Planning's QGRW Position: Q2 2026 in Review

Tempus Wealth Planning increased its WisdomTree US Quality Growth Fund (QGRW) stake by 0.22% in Q2 2026, buying an estimated $631 and bringing the position to 4,617 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #232.

Tempus Wealth Planning first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.43M in Q4 2024. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Tempus Wealth Planning held 4,617 shares of WisdomTree US Quality Growth Fund worth $305K as of Q2 2026.
Tempus Wealth Planning bought 10 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $631.
WisdomTree US Quality Growth Fund made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #232 holding.
Tempus Wealth Planning first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
Tempus Wealth Planning's WisdomTree US Quality Growth Fund position peaked at $3.43M in Q4 2024.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.