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D.A. Davidson & Co’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

D.A. Davidson & 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
2025
Q4 		– Sell
-13,329
Closed -$765K – 1592
2025
Q3 		$765K Sell
13,329
-170
-1% -$9.3K ﹤0.01% 971
2025
Q2 		$709K Buy
13,499
+931
+7% +$43.8K 0.01% 922
2025
Q1 		$552K Sell
12,568
-4,389
-26% -$212K ﹤0.01% 978
2024
Q4 		$835K Buy
+16,957
New +$817K 0.01% 832

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

D.A. Davidson & Co's QGRW Position: Q4 2025 in Review

D.A. Davidson & Co sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2025, closing a stake of 13,329 shares — an estimated $765K sold.

D.A. Davidson & Co first reported a position in QGRW in Q4 2024 and held it in 4 quarters. The position peaked at $835K in Q4 2024. 135 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

  • D.A. Davidson & Co reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 13,329 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $765K.
  • D.A. Davidson & Co first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and held it in 4 quarters.
  • D.A. Davidson & Co's WisdomTree US Quality Growth Fund position peaked at $835K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on D.A. Davidson & Co's 13F filing for Q4 2025, filed 29 Jan 2026.