Elm3 Financial Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$473K	Sell	9,009 -3,762	-29%	-$198K	0.39%	59
2025 Q1	$561K	Sell	12,771 -8,636	-40%	-$379K	0.49%	47
2024 Q4	$1.05M	Buy	+21,407	New	+$1.05M	0.9%	30