CFCI
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Comprehensive Financial Consultants Institutional’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
41,449
-1,170
-3% -$61.5K 0.71% 54
2025
Q1
$1.87M Sell
42,619
-389
-0.9% -$17.1K 0.67% 54
2024
Q4
$2.12M Buy
43,008
+20,898
+95% +$1.03M 0.77% 45
2024
Q3
$1.01M Buy
+22,110
New +$1.01M 0.37% 90