Avestar Capital’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Avestar Capital’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	$3.92M	Buy	73,361 +1,557	+2%	+$88.9K	0.25%	74
2025 Q4	$4.21M	Buy	71,804 +14	+0%	+$819	0.27%	63
2025 Q3	$4.12M	Sell	71,790 -2,839	-4%	-$155K	0.27%	69
2025 Q2	$3.92M	Sell	74,629 -36,742	-33%	-$1.73M	0.27%	69
2025 Q1	$4.89M	Sell	111,371 -24,762	-18%	-$1.2M	0.42%	49
2024 Q4	$6.71M	Buy	136,133 +17,516	+15%	+$843K	0.57%	33
2024 Q3	$5.41M	Buy	118,617 +736	+0.6%	+$32.5K	0.56%	43
2024 Q2	$5.28M	Buy	+117,881	New	+$4.93M	0.54%	48

Other funds holding QGRW

RPGK

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avestar Capital's QGRW Position: Q1 2026 in Review

Avestar Capital increased its WisdomTree US Quality Growth Fund (QGRW) stake by 2.2% in Q1 2026, buying an estimated $88.9K and bringing the position to 73,361 shares worth $3.92M. The position accounts for 0.25% of the portfolio, ranked #74.

Avestar Capital first reported a position in QGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.71M in Q4 2024. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

Avestar Capital held 73,361 shares of WisdomTree US Quality Growth Fund worth $3.92M as of Q1 2026.
Avestar Capital bought 1,557 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $88.9K.
WisdomTree US Quality Growth Fund made up 0.25% of Avestar Capital's portfolio in Q1 2026, its #74 holding.
Avestar Capital first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 8 quarters since.
Avestar Capital's WisdomTree US Quality Growth Fund position peaked at $6.71M in Q4 2024.
150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.