AAS
QGRW icon

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
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Ameritas Advisory Services's QGRW Position: Q4 2025 in Review

Ameritas Advisory Services sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2025, closing a stake of 951 shares — an estimated $54.6K sold.

Ameritas Advisory Services first reported a position in QGRW in Q2 2025 and held it in 2 quarters. The position peaked at $54.6K in Q3 2025. 134 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

  • Ameritas Advisory Services reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 951 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $54.6K.
  • Ameritas Advisory Services first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's WisdomTree US Quality Growth Fund position peaked at $54.6K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.