Western Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Western Wealth Management’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	$19.9M	Buy	300,758 +208,829	+227%	+$13.2M	0.65%	29
2026 Q1	$4.91M	Buy	91,929 +76,974	+515%	+$4.39M	0.19%	107
2025 Q4	$877K	Buy	14,955 +5,362	+56%	+$314K	0.04%	381
2025 Q3	$550K	Buy	9,593 +3,904	+69%	+$214K	0.03%	426
2025 Q2	$299K	Buy	+5,689	New	+$267K	0.02%	553
2025 Q1	–	Sell	-11,113	Closed	-$547K	–	755
2024 Q4	$547K	Sell	11,113 -142	-1%	-$6.84K	0.03%	429
2024 Q3	$514K	Buy	+11,255	New	+$497K	0.03%	457

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

Western Wealth Management's QGRW Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 227% in Q2 2026, buying an estimated $13.2M and bringing the position to 300,758 shares worth $19.9M. The position accounts for 0.65% of the portfolio, ranked #29.

Western Wealth Management first reported a position in QGRW in Q3 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Western Wealth Management held 300,758 shares of WisdomTree US Quality Growth Fund worth $19.9M as of Q2 2026.
Western Wealth Management bought 208,829 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $13.2M.
WisdomTree US Quality Growth Fund made up 0.65% of Western Wealth Management's portfolio in Q2 2026, its #29 holding.
Western Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.