L.M. Kohn & Company’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 | $2.08M | Buy |
39,614
+1,383
| +4% | +$72.7K | 0.56% | 28 |
|
|
2025
Q1 | $1.68M | Buy |
38,231
+9,880
| +35% | +$434K | 0.44% | 40 |
|
|
2024
Q4 | $1.4M | Buy |
28,351
+21,015
| +286% | +$1.04M | 0.36% | 52 |
|
|
2024
Q3 | $335K | Sell |
7,336
-6,084
| -45% | -$278K | 0.08% | 193 |
|
|
2024
Q2 | $602K | Buy |
13,420
+8,311
| +163% | +$373K | 0.16% | 129 |
|
|
2024
Q1 | $210K | Buy |
+5,109
| New | +$210K | 0.06% | 244 |
|