QGRW — WISDOMTREE TR

Ownership history in D.A. DAVIDSON & CO.  ·  4 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in WISDOMTREE TR (QGRW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,329 -170 -1.3% 0.00% $765K $57.31
2025 Q2 ADDED 13,499 +931 +7.4% 0.00% $709K $52.51
2025 Q1 REDUCED 12,568 -4,389 -25.9% 0.00% $552K $43.86
2024 Q4 INITIATED 16,957 — — 0.01% $835K $49.22
% of Fund (quarterly)    QGRW price (monthly, adj. close)

Other funds also holding QGRW

As of 2025 Q4 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 16.09% Etesian Wealth Advisors, Inc. 5.25% Vericrest Private Wealth 5.16% Oxinas Partners, LLC 3Y 4.93% RVW Wealth, LLC 3Y 4.85% Horizon Wealth Management, LLC 3Y 4.69% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 4.49% Prestige Wealth Management Group LLC 3Y 4.28% Ritter Daniher Financial Advisory LLC / DE 3Y 3.05% tru Independence LLC 3Y 2.71%
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