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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Dynamic Advisor Solutions's QGRW Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree US Quality Growth Fund (QGRW) stake by 16% in Q2 2026, buying an estimated $43.8K and bringing the position to 5,095 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #813.

Dynamic Advisor Solutions first reported a position in QGRW in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Dynamic Advisor Solutions held 5,095 shares of WisdomTree US Quality Growth Fund worth $336K as of Q2 2026.
Dynamic Advisor Solutions bought 695 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $43.8K.
WisdomTree US Quality Growth Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #813 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.