FFA
QGRW icon

Founders Financial Alliance’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Founders Financial Alliance’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 		$432K Buy
8,085
+237
+3% +$13.5K 0.08% 233
2025
Q4 		$460K Buy
7,848
+1,892
+32% +$111K 0.09% 207
2025
Q3 		$342K Buy
5,956
+490
+9% +$26.8K 0.06% 267
2025
Q2 		$287K Buy
5,466
+881
+19% +$41.4K 0.07% 260
2025
Q1 		$201K Buy
4,585
+1,951
+74% +$94.3K 0.05% 341
2024
Q4 		$130K Buy
2,634
+2,348
+821% +$113K 0.04% 306
2024
Q3 		$13K Buy
286
+281
+5,620% +$12.4K ﹤0.01% 474
2024
Q2 		$224 Buy
+5
New +$209 ﹤0.01% 559

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