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QGRW icon

D'Orazio & Associates’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

D'Orazio & Associates’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
2026
Q1 		$206K Sell
3,864
-2,205
-36% -$126K 0.03% 276
2025
Q4 		$356K Hold
6,069
– – 0.05% 157
2025
Q3 		$348K Hold
6,069
– – 0.05% 156
2025
Q2 		$319K Sell
6,069
-3,590
-37% -$169K 0.05% 163
2025
Q1 		$424K Hold
9,659
– – 0.06% 114
2024
Q4 		$476K Buy
9,659
+3,598
+59% +$173K 0.07% 94
2024
Q3 		$277K Hold
6,061
– – 0.04% 166
2024
Q2 		$272K Buy
6,061
+30
+0.5% +$1.25K 0.04% 145
2024
Q1 		$248K Buy
+6,031
New +$236K 0.04% 147

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return