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

Avantax 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
Q2 		$356K Sell
6,779
-212
-3% -$9.97K ﹤0.01% 1789
2025
Q1 		$307K Sell
6,991
-361
-5% -$17.4K ﹤0.01% 1814
2024
Q4 		$362K Buy
7,352
+1,998
+37% +$96.2K ﹤0.01% 1657
2024
Q3 		$244K Buy
5,354
+354
+7% +$15.6K ﹤0.01% 1895
2024
Q2 		$224K Buy
+5,000
New +$209K ﹤0.01% 1892

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.37T AUM 24.88% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Avantax Advisory Services's QGRW Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 3% in Q2 2025, selling an estimated $9.97K and leaving 6,779 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Avantax Advisory Services first reported a position in QGRW in Q2 2024 and has held it in 5 quarters since. The position peaked at $362K in Q4 2024. 101 funds tracked by Wall St. Rank hold QGRW as of Q2 2025.

  • Avantax Advisory Services held 6,779 shares of WisdomTree US Quality Growth Fund worth $356K as of Q2 2025.
  • Avantax Advisory Services sold 212 WisdomTree US Quality Growth Fund shares in Q2 2025, an estimated $9.97K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1789 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's WisdomTree US Quality Growth Fund position peaked at $362K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.