VestGen Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

VestGen Advisors’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	$283K	Hold	4,289	–	–	0.01%	871
2026 Q1	$278K	Hold	4,289	–	–	0.01%	872
2025 Q4	$252K	Sell	4,289 -290	-6%	-$17K	0.01%	644
2025 Q3	$263K	Sell	4,579 -8,312	-64%	-$455K	0.01%	620
2025 Q2	$677K	Buy	12,891 +7,631	+145%	+$359K	0.03%	379
2025 Q1	$231K	Buy	+5,260	New	+$254K	0.01%	514

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

VestGen Advisors's QGRW Position: Q2 2026 in Review

VestGen Advisors held its WisdomTree US Quality Growth Fund (QGRW) position steady in Q2 2026 at 4,289 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #871.

VestGen Advisors first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $677K in Q2 2025. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

VestGen Advisors held 4,289 shares of WisdomTree US Quality Growth Fund worth $283K as of Q2 2026.
VestGen Advisors left its WisdomTree US Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree US Quality Growth Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #871 holding.
VestGen Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's WisdomTree US Quality Growth Fund position peaked at $677K in Q2 2025.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.