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Lodestar Private Asset Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Lodestar Private Asset Management’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
Q2 		– Sell
-5,071
Closed -$223K – 226
2025
Q1 		$223K Sell
5,071
-926
-15% -$44.8K 0.03% 207
2024
Q4 		$295K Buy
5,997
+1,564
+35% +$75.3K 0.04% 177
2024
Q3 		$202K Buy
+4,433
New +$196K 0.03% 214

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Lodestar Private Asset Management's QGRW Position: Q2 2025 in Review

Lodestar Private Asset Management sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2025, closing a stake of 5,071 shares — an estimated $223K sold.

Lodestar Private Asset Management first reported a position in QGRW in Q3 2024 and held it in 3 quarters. The position peaked at $295K in Q4 2024. 101 funds tracked by Wall St. Rank hold QGRW as of Q2 2025.

  • Lodestar Private Asset Management reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Lodestar Private Asset Management sold 5,071 WisdomTree US Quality Growth Fund shares in Q2 2025, an estimated $223K.
  • Lodestar Private Asset Management first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 3 quarters.
  • Lodestar Private Asset Management's WisdomTree US Quality Growth Fund position peaked at $295K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2025.

Based on Lodestar Private Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.