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CLG LLC’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

CLG LLC’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
Q1 		– Sell
-32,870
Closed -$1.62M – 125
2024
Q4 		$1.62M Buy
+32,870
New +$1.58M 0.58% 38

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

CLG LLC's QGRW Position: Q1 2025 in Review

CLG LLC sold out of WisdomTree US Quality Growth Fund (QGRW) in Q1 2025, closing a stake of 32,870 shares — an estimated $1.62M sold.

CLG LLC first reported a position in QGRW in Q4 2024 and held it in 1 quarter. The position peaked at $1.62M in Q4 2024. 98 funds tracked by Wall St. Rank hold QGRW as of Q1 2025.

  • CLG LLC reported no remaining WisdomTree US Quality Growth Fund position as of Q1 2025 after selling out during the quarter.
  • CLG LLC sold 32,870 WisdomTree US Quality Growth Fund shares in Q1 2025, an estimated $1.62M.
  • CLG LLC first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and held it in 1 quarter.
  • CLG LLC's WisdomTree US Quality Growth Fund position peaked at $1.62M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2025.

Based on CLG LLC's 13F filing for Q1 2025, filed 21 Apr 2025.