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

Win 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
2025 Q4	–	Sell	-8,608	Closed	-$494K	–	95
2025 Q3	$494K	Sell	8,608 -19	-0.2%	-$1.04K	0.24%	47
2025 Q2	$453K	Buy	+8,627	New	+$406K	0.22%	44

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Win Advisors's QGRW Position: Q4 2025 in Review

Win Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2025, closing a stake of 8,608 shares — an estimated $494K sold.

Win Advisors first reported a position in QGRW in Q2 2025 and held it in 2 quarters. The position peaked at $494K in Q3 2025. 135 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

Win Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 8,608 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $494K.
Win Advisors first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and held it in 2 quarters.
Win Advisors's WisdomTree US Quality Growth Fund position peaked at $494K in Q3 2025.
135 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.