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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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Atria Wealth Solutions's QGRW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2025, closing a stake of 7,178 shares — an estimated $315K sold.

Atria Wealth Solutions first reported a position in QGRW in Q3 2024 and held it in 3 quarters. The position peaked at $315K in Q1 2025. 101 funds tracked by Wall St. Rank hold QGRW as of Q2 2025.

  • Atria Wealth Solutions reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,178 WisdomTree US Quality Growth Fund shares in Q2 2025, an estimated $315K.
  • Atria Wealth Solutions first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's WisdomTree US Quality Growth Fund position peaked at $315K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.