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Ameritas Advisory Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Ameritas Advisory Services’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 		$62.9K Buy
+952
New +$60K ﹤0.01% 1215
2025
Q4 		– Sell
-951
Closed -$54.6K – 1826
2025
Q3 		$54.6K Hold
951
– – ﹤0.01% 1052
2025
Q2 		$50K Buy
+951
New +$44.7K ﹤0.01% 1310

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

Ameritas Advisory Services's QGRW Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 952 shares worth $62.9K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in QGRW as recently as Q3 2025.

Ameritas Advisory Services first reported a position in QGRW in Q2 2025 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • Ameritas Advisory Services held 952 shares of WisdomTree US Quality Growth Fund worth $62.9K as of Q2 2026.
  • WisdomTree US Quality Growth Fund was a new Ameritas Advisory Services position in Q2 2026.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1215 holding.
  • Ameritas Advisory Services first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.