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Beacon Financial Advisory’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-4,556
Closed -$224K – 335
2024
Q4 		$224K Buy
4,556
+3
+0.1% +$144 0.07% 268
2024
Q3 		$208K Hold
4,553
– – 0.07% 275
2024
Q2 		$204K Buy
+4,553
New +$190K 0.08% 270

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Beacon Financial Advisory's QGRW Position: Q1 2025 in Review

Beacon Financial Advisory sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2025, closing a stake of 4,556 shares — an estimated $224K sold.

Beacon Financial Advisory first reported a position in QGRW in Q2 2024 and held it in 3 quarters. The position peaked at $224K in Q4 2024. 98 funds tracked by Wall St. Rank hold QGRW as of Q1 2025.

  • Beacon Financial Advisory reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,556 WisdomTree US Quality Growth Fund shares in Q1 2025, an estimated $224K.
  • Beacon Financial Advisory first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and held it in 3 quarters.
  • Beacon Financial Advisory's WisdomTree US Quality Growth Fund position peaked at $224K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.