Raymond James & Associates’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Raymond James & Associates’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 Q3	$2.23M	Buy	+48,857	New	+$2.16M	﹤0.01%	2157

Other funds holding QGRW

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Raymond James & Associates's QGRW Position: Q3 2024 in Review

Raymond James & Associates opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q3 2024: 48,857 shares worth $2.23M. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings.

77 funds tracked by Wall St. Rank hold QGRW as of Q3 2024.

Raymond James & Associates held 48,857 shares of WisdomTree US Quality Growth Fund worth $2.23M as of Q3 2024.
WisdomTree US Quality Growth Fund was a new Raymond James & Associates position in Q3 2024.
WisdomTree US Quality Growth Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2157 holding.
77 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.