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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

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 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. 45 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.
  • 45 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.