Dynamic Advisor Solutions’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 | $238K | Sell |
4,525
-1,825
| -29% | -$95.9K | 0.01% | 809 |
|
2025
Q1 | $279K | Buy |
+6,350
| New | +$279K | 0.01% | 730 |
|
2024
Q4 | – | Sell |
-6,510
| Closed | -$297K | – | 768 |
|
2024
Q3 | $297K | Buy |
6,510
+300
| +5% | +$13.7K | 0.01% | 750 |
|
2024
Q2 | $278K | Buy |
6,210
+175
| +3% | +$7.85K | 0.01% | 787 |
|
2024
Q1 | $248K | Buy |
6,035
+225
| +4% | +$9.25K | 0.01% | 806 |
|
2023
Q4 | $205K | Buy |
+5,810
| New | +$205K | 0.01% | 832 |
|