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Cetera Advisor Networks’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.52M Buy
36,864
+4,748
+15% +$186K 0.01% 1168
2023
Q4 		$1.17M Buy
+32,116
New +$1.09M 0.01% 1272

Other funds holding QGRW

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TI
tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

Cetera Advisor Networks's QGRW Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US Quality Growth Fund (QGRW) stake by 15% in Q1 2024, buying an estimated $186K and bringing the position to 36,864 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #1168.

Cetera Advisor Networks first reported a position in QGRW in Q4 2023 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold QGRW as of Q1 2024.

  • Cetera Advisor Networks held 36,864 shares of WisdomTree US Quality Growth Fund worth $1.52M as of Q1 2024.
  • Cetera Advisor Networks bought 4,748 WisdomTree US Quality Growth Fund shares in Q1 2024, an estimated $186K.
  • WisdomTree US Quality Growth Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1168 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.