Falcon Wealth Planning’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	$288K	Buy	5,484 +88	+2%	+$4.62K	0.03%	140
2025 Q1	$237K	Buy	+5,396	New	+$237K	0.03%	151
2024 Q4	–	Sell	-5,040	Closed	-$230K	–	165
2024 Q3	$230K	Buy	5,040 +55	+1%	+$2.51K	0.03%	138
2024 Q2	$223K	Buy	+4,985	New	+$223K	0.03%	128