Bartlett & Co’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bartlett & Co’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
2023 Q4	$19K	Buy	+518	New	+$17.6K	﹤0.01%	892

Other funds holding QGRW

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

PWMG

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MLA

My Legacy Advisors Bend, Oregon $281M AUM 14.83% 1-Year Est. Return

Bartlett & Co's QGRW Position: Q4 2023 in Review

Bartlett & Co opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q4 2023: 518 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings.

23 funds tracked by Wall St. Rank hold QGRW as of Q4 2023.

Bartlett & Co held 518 shares of WisdomTree US Quality Growth Fund worth $19K as of Q4 2023.
WisdomTree US Quality Growth Fund was a new Bartlett & Co position in Q4 2023.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #892 holding.
23 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.