Dynamic Advisor Solutions’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Dynamic Advisor Solutions’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 Q2	$336K	Buy	5,095 +695	+16%	+$43.8K	0.01%	813
2026 Q1	$235K	Buy	4,400 +48	+1%	+$2.74K	0.01%	877
2025 Q4	$255K	Sell	4,352 -153	-3%	-$8.95K	0.01%	825
2025 Q3	$258K	Sell	4,505 -20	-0.4%	-$1.09K	0.01%	821
2025 Q2	$238K	Sell	4,525 -1,825	-29%	-$85.8K	0.01%	811
2025 Q1	$279K	Buy	+6,350	New	+$307K	0.01%	730
2024 Q4	–	Sell	-6,510	Closed	-$297K	–	776
2024 Q3	$297K	Buy	6,510 +300	+5%	+$13.3K	0.01%	750
2024 Q2	$278K	Buy	6,210 +175	+3%	+$7.31K	0.01%	787
2024 Q1	$248K	Buy	6,035 +225	+4%	+$8.79K	0.01%	806
2023 Q4	$205K	Buy	+5,810	New	+$197K	0.01%	833

Other funds holding QGRW

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return