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Gratus Wealth Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Gratus Wealth Advisors’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
Q1 		– Sell
-144,542
Closed -$7.12M – 132
2024
Q4 		$7.12M Buy
+144,542
New +$6.96M 1.14% 19

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Gratus Wealth Advisors's QGRW Position: Q1 2025 in Review

Gratus Wealth Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2025, closing a stake of 144,542 shares — an estimated $7.12M sold.

Gratus Wealth Advisors first reported a position in QGRW in Q4 2024 and held it in 1 quarter. The position peaked at $7.12M in Q4 2024. 98 funds tracked by Wall St. Rank hold QGRW as of Q1 2025.

  • Gratus Wealth Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 144,542 WisdomTree US Quality Growth Fund shares in Q1 2025, an estimated $7.12M.
  • Gratus Wealth Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and held it in 1 quarter.
  • Gratus Wealth Advisors's WisdomTree US Quality Growth Fund position peaked at $7.12M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2025.

Based on Gratus Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.