Trust Point Inc’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Trust Point Inc’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	$164M	Sell	2,477,989 -32,029	-1%	-$2.02M	13.89%	1
2026 Q1	$134M	Sell	2,510,018 -110,319	-4%	-$6.3M	11.65%	1
2025 Q4	$154M	Sell	2,620,337 -17,417	-0.7%	-$1.02M	12.14%	2
2025 Q3	$151M	Buy	2,637,754 +7,838	+0.3%	+$429K	12.22%	2
2025 Q2	$138M	Sell	2,629,916 -344,207	-12%	-$16.2M	13.03%	2
2025 Q1	$131M	Sell	2,974,123 -42,963	-1%	-$2.08M	11.91%	2
2024 Q4	$149M	Buy	3,017,086 +2,839	+0.1%	+$137K	10.31%	3
2024 Q3	$138M	Buy	3,014,247 +4,585	+0.2%	+$203K	10.32%	3
2024 Q2	$135M	Sell	3,009,662 -13,815	-0.5%	-$577K	10.82%	3
2024 Q1	$124M	Buy	+3,023,477	New	+$118M	9.76%	3

Other funds holding QGRW

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return