Great Valley Advisor 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 | $935K | Buy |
17,801
+363
| +2% | +$19.1K | 0.02% | 471 |
|
|
2025
Q1 | $766K | Buy |
17,438
+1,550
| +10% | +$68K | 0.02% | 499 |
|
|
2024
Q4 | $783K | Buy |
15,888
+436
| +3% | +$21.5K | 0.02% | 492 |
|
|
2024
Q3 | $705K | Buy |
15,452
+1,228
| +9% | +$56K | 0.02% | 488 |
|
|
2024
Q2 | $638K | Buy |
14,224
+7,401
| +108% | +$332K | 0.02% | 475 |
|
|
2024
Q1 | $280K | Buy |
+6,823
| New | +$280K | 0.01% | 622 |
|