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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
Q3 		$350K Sell
5,092
-3
-0.1% -$200 0.01% 780
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

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Dynamic Advisor Solutions's QGRW Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 0.06% in Q3 2026, selling an estimated $200 and leaving 5,092 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #780.

Dynamic Advisor Solutions first reported a position in QGRW in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold QGRW as of Q3 2026.

  • Dynamic Advisor Solutions held 5,092 shares of WisdomTree US Quality Growth Fund worth $350K as of Q3 2026.
  • Dynamic Advisor Solutions sold 3 WisdomTree US Quality Growth Fund shares in Q3 2026, an estimated $200.
  • WisdomTree US Quality Growth Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #780 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.