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QGRW icon

Drive Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Drive Wealth Management’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
Q3 		– Sell
-12,773
Closed -$671K – 386
2025
Q2 		$671K Buy
12,773
+120
+0.9% +$5.64K 0.15% 124
2025
Q1 		$555K Sell
12,653
-3,015
-19% -$146K 0.13% 129
2024
Q4 		$772K Buy
15,668
+288
+2% +$13.9K 0.19% 96
2024
Q3 		$702K Buy
15,380
+10,854
+240% +$480K 0.18% 102
2024
Q2 		$203K Buy
+4,526
New +$189K 0.05% 285

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

Drive Wealth Management's QGRW Position: Q3 2025 in Review

Drive Wealth Management sold out of WisdomTree US Quality Growth Fund (QGRW) in Q3 2025, closing a stake of 12,773 shares — an estimated $671K sold.

Drive Wealth Management first reported a position in QGRW in Q2 2024 and held it in 5 quarters. The position peaked at $772K in Q4 2024. 115 funds tracked by Wall St. Rank hold QGRW as of Q3 2025.

  • Drive Wealth Management reported no remaining WisdomTree US Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 12,773 WisdomTree US Quality Growth Fund shares in Q3 2025, an estimated $671K.
  • Drive Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and held it in 5 quarters.
  • Drive Wealth Management's WisdomTree US Quality Growth Fund position peaked at $772K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.