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 Q3	$4.92M	Sell	71,611 -1,481	-2%	-$98.8K	0.39%	53
2026 Q2	$4.83M	Sell	73,092 -269	-0.4%	-$17K	0.27%	66
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%	49

Other funds holding QGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avestar Capital's QGRW Position: Q3 2026 in Review

Avestar Capital reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 2% in Q3 2026, selling an estimated $98.8K and leaving 71,611 shares worth $4.92M. The position accounts for 0.39% of the portfolio, ranked #53.

Avestar Capital first reported a position in QGRW in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.71M in Q4 2024. 165 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

Avestar Capital held 71,611 shares of WisdomTree US Quality Growth Fund worth $4.92M as of Q3 2026.
Avestar Capital sold 1,481 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $98.8K.
WisdomTree US Quality Growth Fund made up 0.39% of Avestar Capital's portfolio in Q3 2026, its #53 holding.
Avestar Capital first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and has held it in 10 quarters since.
Avestar Capital's WisdomTree US Quality Growth Fund position peaked at $6.71M in Q4 2024.
165 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.