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

Atria Wealth Solutions’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 Q2	–	Sell	-7,178	Closed	-$315K	–	1805
2025 Q1	$315K	Buy	7,178 +2,477	+53%	+$120K	﹤0.01%	1442
2024 Q4	$232K	Buy	4,701 +44	+0.9%	+$2.12K	﹤0.01%	1723
2024 Q3	$212K	Buy	+4,657	New	+$206K	﹤0.01%	1748

Other funds holding QGRW

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return