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Guardian Wealth Advisors (North Carolina)’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q4 		– Sell
-318
Closed -$14.5K – 529
2024
Q3 		$14.5K Buy
+318
New +$14.1K ﹤0.01% 372

Other funds holding QGRW

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 $21.8B AUM 28.57% 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
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s QGRW Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2024, closing a stake of 318 shares — an estimated $14.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in QGRW in Q3 2024 and held it in 1 quarter. The position peaked at $14.5K in Q3 2024. 89 funds tracked by Wall St. Rank hold QGRW as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 318 WisdomTree US Quality Growth Fund shares in Q4 2024, an estimated $14.5K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree US Quality Growth Fund position peaked at $14.5K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.