GVAG
QGRW icon

Great Valley Advisor Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Great Valley Advisor Group’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 		$1.25M Buy
23,480
+186
+0.8% +$10.6K 0.02% 468
2025
Q4 		$1.37M Buy
23,294
+3,281
+16% +$192K 0.03% 429
2025
Q3 		$1.15M Buy
20,013
+2,212
+12% +$121K 0.02% 449
2025
Q2 		$935K Buy
17,801
+363
+2% +$17.1K 0.02% 471
2025
Q1 		$766K Buy
17,438
+1,550
+10% +$74.9K 0.02% 499
2024
Q4 		$783K Buy
15,888
+436
+3% +$21K 0.02% 492
2024
Q3 		$705K Buy
15,452
+1,228
+9% +$54.3K 0.02% 488
2024
Q2 		$638K Buy
14,224
+7,401
+108% +$309K 0.02% 475
2024
Q1 		$280K Buy
+6,823
New +$267K 0.01% 622

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