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

Cetera Advisors’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 		$413K Buy
10,054
+1,209
+14% +$47.3K ﹤0.01% 1728
2023
Q4 		$324K Buy
+8,845
New +$300K ﹤0.01% 1376

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Cetera Advisors's QGRW Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US Quality Growth Fund (QGRW) stake by 14% in Q1 2024, buying an estimated $47.3K and bringing the position to 10,054 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Cetera Advisors 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 Advisors held 10,054 shares of WisdomTree US Quality Growth Fund worth $413K as of Q1 2024.
  • Cetera Advisors bought 1,209 WisdomTree US Quality Growth Fund shares in Q1 2024, an estimated $47.3K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1728 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.