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My Legacy Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

My Legacy 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
2024
Q2 		– Sell
-10,981
Closed -$451K – 212
2024
Q1 		$451K Sell
10,981
-2,938
-21% -$115K 0.15% 161
2023
Q4 		$511K Buy
+13,919
New +$472K 0.18% 148

Other funds holding QGRW

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TI
tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

My Legacy Advisors's QGRW Position: Q2 2024 in Review

My Legacy Advisors sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2024, closing a stake of 10,981 shares — an estimated $451K sold.

My Legacy Advisors first reported a position in QGRW in Q4 2023 and held it in 2 quarters. The position peaked at $511K in Q4 2023. 60 funds tracked by Wall St. Rank hold QGRW as of Q2 2024.

  • My Legacy Advisors reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2024 after selling out during the quarter.
  • My Legacy Advisors sold 10,981 WisdomTree US Quality Growth Fund shares in Q2 2024, an estimated $451K.
  • My Legacy Advisors first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and held it in 2 quarters.
  • My Legacy Advisors's WisdomTree US Quality Growth Fund position peaked at $511K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2024.

Based on My Legacy Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.