Herold Advisors’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 | $2.57M | Sell |
48,930
-3,583
| -7% | -$188K | 0.54% | 51 |
|
|
2025
Q1 | $2.31M | Buy |
52,513
+11,108
| +27% | +$488K | 0.51% | 57 |
|
|
2024
Q4 | $2.04M | Buy |
41,405
+6,656
| +19% | +$328K | 0.44% | 59 |
|
|
2024
Q3 | $1.59M | Buy |
34,749
+5,517
| +19% | +$252K | 0.34% | 80 |
|
|
2024
Q2 | $1.31M | Buy |
29,232
+14,720
| +101% | +$660K | 0.3% | 90 |
|
|
2024
Q1 | $596K | Buy |
14,512
+8,541
| +143% | +$351K | 0.14% | 156 |
|
|
2023
Q4 | $218K | Buy |
+5,971
| New | +$218K | 0.06% | 226 |
|