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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
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

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

XY Planning Network's QGRW Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree US Quality Growth Fund (QGRW) stake by 7.7% in Q2 2026, buying an estimated $55.7K and bringing the position to 12,358 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #164.

XY Planning Network first reported a position in QGRW in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • XY Planning Network held 12,358 shares of WisdomTree US Quality Growth Fund worth $816K as of Q2 2026.
  • XY Planning Network bought 883 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $55.7K.
  • WisdomTree US Quality Growth Fund made up 0.1% of XY Planning Network's portfolio in Q2 2026, its #164 holding.
  • XY Planning Network first reported a position in WisdomTree US Quality Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.