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

Waverly 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	–	Sell	-548	Closed	-$29.3K	–	1818
2026 Q1	$29.3K	Buy	+548	New	+$31.3K	﹤0.01%	1581

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

Waverly Advisors's QGRW Position: Q2 2026 in Review

Waverly Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2026, closing a stake of 548 shares — an estimated $29.3K sold.

Waverly Advisors first reported a position in QGRW in Q1 2026 and held it in 1 quarter. The position peaked at $29.3K in Q1 2026. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Waverly Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 548 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $29.3K.
Waverly Advisors first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and held it in 1 quarter.
Waverly Advisors's WisdomTree US Quality Growth Fund position peaked at $29.3K in Q1 2026.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.