XY Planning Network
QGRW icon

XY Planning Network’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

XY Planning Network’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
Q3 		$760K Sell
11,066
-1,292
-10% -$86.1K 0.08% 191
2026
Q2 		$816K Buy
12,358
+883
+8% +$55.7K 0.1% 164
2026
Q1 		$621K Buy
+11,475
New +$655K 0.1% 170

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
tru Independence
tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

XY Planning Network's QGRW Position: Q3 2026 in Review

XY Planning Network reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 10% in Q3 2026, selling an estimated $86.1K and leaving 11,066 shares worth $760K. The position accounts for 0.08% of the portfolio, ranked #191.

XY Planning Network first reported a position in QGRW in Q1 2026 and has held it in 3 quarters since. The position peaked at $816K in Q2 2026. 45 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • XY Planning Network held 11,066 shares of WisdomTree US Quality Growth Fund worth $760K as of Q3 2026.
  • XY Planning Network sold 1,292 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $86.1K.
  • WisdomTree US Quality Growth Fund made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #191 holding.
  • XY Planning Network first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • XY Planning Network's WisdomTree US Quality Growth Fund position peaked at $816K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.