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Raymond James Financial Services Advisors’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Raymond James Financial Services 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
Q3 		$1.91M Sell
41,762
-669
-2% -$29.6K ﹤0.01% 1757
2024
Q2 		$1.9M Buy
42,431
+10,206
+32% +$427K ﹤0.01% 1700
2024
Q1 		$1.32M Buy
32,225
+1,032
+3% +$40.3K ﹤0.01% 1895
2023
Q4 		$1.14M Buy
31,193
+23,652
+314% +$802K ﹤0.01% 1909
2023
Q3 		$240K Buy
+7,541
New +$249K ﹤0.01% 2807

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Raymond James Financial Services Advisors's QGRW Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 1.6% in Q3 2024, selling an estimated $29.6K and leaving 41,762 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Raymond James Financial Services Advisors first reported a position in QGRW in Q3 2023 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold QGRW as of Q3 2024.

  • Raymond James Financial Services Advisors held 41,762 shares of WisdomTree US Quality Growth Fund worth $1.91M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 669 WisdomTree US Quality Growth Fund shares in Q3 2024, an estimated $29.6K.
  • WisdomTree US Quality Growth Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1757 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree US Quality Growth Fund in Q3 2023 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.