Number of Shares
383,025.00
Current Holdings Value*
$16.81 Mil
% of Portfolio
3.59%
Total Estimate Gain
$10.52 Mil
% of Total Estimate Gain
69.80%

Prestige Wealth Management Group LLC's WisdomTree U.S. Quality Growth Fund Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 383,025.00 shares of WisdomTree U.S. Quality Growth Fund(QGRW), totaling $16.81 Mil. This investment constitutes 3.59% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 1.61% of the outstanding WisdomTree U.S. Quality Growth Fund(QGRW) stock.

The initial trade took place in 2023Q2. And since then Prestige Wealth Management Group LLC has made 1 purchases of QGRW, at an average price of $29.92, for a total of 503,915.00 shares. In addition, there have been 7 sales at an average price of $42.76 for 120,890.00 shares. Based on historical transaction data and QGRW's current price of $53.35, Prestige Wealth Management Group LLC's estimated gain on his QGRW holdings is $10.52 Mil, reflecting a 69.80% gain to date.

Prestige Wealth Management Group LLC QGRW ($53.35) Holding Chart

Prestige Wealth Management Group LLC QGRW ($53.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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