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Trademark Financial Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Trademark Financial 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
Q2 		$945K Sell
14,310
-98
-0.7% -$6.18K 0.39% 45
2026
Q1 		$770K Sell
14,408
-322
-2% -$18.4K 0.38% 47
2025
Q4 		$864K Buy
+14,730
New +$861K 0.48% 42

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

Trademark Financial Management's QGRW Position: Q2 2026 in Review

Trademark Financial Management reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 0.68% in Q2 2026, selling an estimated $6.18K and leaving 14,310 shares worth $945K. The position accounts for 0.39% of the portfolio, ranked #45.

Trademark Financial Management first reported a position in QGRW in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Trademark Financial Management held 14,310 shares of WisdomTree US Quality Growth Fund worth $945K as of Q2 2026.
  • Trademark Financial Management sold 98 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $6.18K.
  • WisdomTree US Quality Growth Fund made up 0.39% of Trademark Financial Management's portfolio in Q2 2026, its #45 holding.
  • Trademark Financial Management first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.