tru Independence’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

tru Independence’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	$12.9M	Sell	196,015 -3,019	-2%	-$190K	5.66%	6
2026 Q1	$10.6M	Buy	199,034 +15,641	+9%	+$893K	5.26%	6
2025 Q4	$10.8M	Buy	183,393 +4,313	+2%	+$252K	2.71%	7
2025 Q3	$10.3M	Buy	179,080 +2,993	+2%	+$164K	2.67%	6
2025 Q2	$9.25M	Sell	176,087 -1,051	-0.6%	-$49.4K	2.68%	6
2025 Q1	$7.78M	Buy	177,138 +22,020	+14%	+$1.06M	2.41%	6
2024 Q4	$7.64M	Buy	155,118 +1,111	+0.7%	+$53.5K	2.4%	10
2024 Q3	$7.03M	Buy	154,007 +15,109	+11%	+$668K	2.06%	11
2024 Q2	$6.23M	Buy	138,898 +8,834	+7%	+$369K	1.88%	18
2024 Q1	$5.35M	Buy	+130,064	New	+$5.08M	1.57%	28

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

tru Independence's QGRW Position: Q2 2026 in Review

tru Independence reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 1.5% in Q2 2026, selling an estimated $190K and leaving 196,015 shares worth $12.9M. The position accounts for 5.66% of the portfolio, ranked #6.

tru Independence first reported a position in QGRW in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

tru Independence held 196,015 shares of WisdomTree US Quality Growth Fund worth $12.9M as of Q2 2026.
tru Independence sold 3,019 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $190K.
WisdomTree US Quality Growth Fund made up 5.66% of tru Independence's portfolio in Q2 2026, its #6 holding.
tru Independence first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.