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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trust Point Inc's QGRW Position: Q2 2026 in Review

Trust Point Inc reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 1.3% in Q2 2026, selling an estimated $2.02M and leaving 2,477,989 shares worth $164M. The position accounts for 13.89% of the portfolio, ranked #1.

Trust Point Inc 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.

Trust Point Inc held 2,477,989 shares of WisdomTree US Quality Growth Fund worth $164M as of Q2 2026.
Trust Point Inc sold 32,029 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $2.02M.
WisdomTree US Quality Growth Fund made up 13.89% of Trust Point Inc's portfolio in Q2 2026, its #1 holding.
Trust Point Inc 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 Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.