ZI
QGRW icon

ZEGA Investments’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

ZEGA Investments’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 		$376K Buy
5,694
+451
+9% +$28.4K 0.04% 210
2026
Q1 		$280K Buy
5,243
+1,724
+49% +$98.4K 0.03% 235
2025
Q4 		$206K Buy
+3,519
New +$206K 0.02% 167

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

ZEGA Investments's QGRW Position: Q2 2026 in Review

ZEGA Investments increased its WisdomTree US Quality Growth Fund (QGRW) stake by 8.6% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,694 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #210.

ZEGA Investments first reported a position in QGRW in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • ZEGA Investments held 5,694 shares of WisdomTree US Quality Growth Fund worth $376K as of Q2 2026.
  • ZEGA Investments bought 451 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $28.4K.
  • WisdomTree US Quality Growth Fund made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #210 holding.
  • ZEGA Investments first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.