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

Atria 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
Q1 		$10.3M Sell
193,055
-2,904
-1% -$166K 0.12% 187
2025
Q4 		$11.5M Buy
195,959
+3,001
+2% +$175K 0.13% 165
2025
Q3 		$11.1M Buy
192,958
+1,142
+0.6% +$62.5K 0.13% 169
2025
Q2 		$10.1M Buy
191,816
+4,645
+2% +$218K 0.12% 193
2025
Q1 		$8.22M Buy
187,171
+42,733
+30% +$2.07M 0.11% 226
2024
Q4 		$7.11M Buy
144,438
+30,884
+27% +$1.49M 0.09% 261
2024
Q3 		$5.18M Buy
113,554
+58,912
+108% +$2.6M 0.06% 342
2024
Q2 		$2.45M Buy
54,642
+26,704
+96% +$1.12M 0.03% 574
2024
Q1 		$1.15M Buy
+27,938
New +$1.09M 0.02% 898

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return