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Golden State Equity Partners’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-6
Closed -$273 – 759
2024
Q3 		$273 Buy
+6
New +$265 ﹤0.01% 792

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LFA
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Golden State Equity Partners's QGRW Position: Q4 2024 in Review

Golden State Equity Partners sold out of WisdomTree US Quality Growth Fund (QGRW) in Q4 2024, closing a stake of 6 shares — an estimated $273 sold.

Golden State Equity Partners first reported a position in QGRW in Q3 2024 and held it in 1 quarter. The position peaked at $273 in Q3 2024. 89 funds tracked by Wall St. Rank hold QGRW as of Q4 2024.

  • Golden State Equity Partners reported no remaining WisdomTree US Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 6 WisdomTree US Quality Growth Fund shares in Q4 2024, an estimated $273.
  • Golden State Equity Partners first reported a position in WisdomTree US Quality Growth Fund in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's WisdomTree US Quality Growth Fund position peaked at $273 in Q3 2024.
  • 89 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.