Wealth Enhancement Advisory Services
QGRW icon

Wealth Enhancement Advisory Services’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Wealth Enhancement Advisory Services’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
-20,210
Closed -$887K – 3461
2025
Q1 		$887K Buy
20,210
+11,020
+120% +$533K ﹤0.01% 1665
2024
Q4 		$453K Buy
9,190
+3,471
+61% +$167K ﹤0.01% 2056
2024
Q3 		$261K Sell
5,719
-306
-5% -$13.5K ﹤0.01% 2267
2024
Q2 		$270K Buy
+6,025
New +$252K ﹤0.01% 2055

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 $21.8B AUM 28.57% 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

Wealth Enhancement Advisory Services's QGRW Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree US Quality Growth Fund (QGRW) in Q2 2025, closing a stake of 20,210 shares — an estimated $887K sold.

Wealth Enhancement Advisory Services first reported a position in QGRW in Q2 2024 and held it in 4 quarters. The position peaked at $887K in Q1 2025. 101 funds tracked by Wall St. Rank hold QGRW as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining WisdomTree US Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,210 WisdomTree US Quality Growth Fund shares in Q2 2025, an estimated $887K.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US Quality Growth Fund in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's WisdomTree US Quality Growth Fund position peaked at $887K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.