Prestige Wealth Management Group LLC QGRW Holdings History
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 $53.98, Prestige Wealth Management Group LLC's estimated gain on his QGRW holdings is $10.77 Mil, reflecting a 71.42% gain to date.
Prestige Wealth Management Group LLC QGRW ($53.98) Holding Chart
Prestige Wealth Management Group LLC QGRW ($53.98) 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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