L.M. Kohn & Company’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-39,614	Closed	-$2.08M	–	240
2025 Q2	$2.08M	Buy	39,614 +1,383	+4%	+$65K	0.56%	28
2025 Q1	$1.68M	Buy	38,231 +9,880	+35%	+$478K	0.44%	40
2024 Q4	$1.4M	Buy	28,351 +21,015	+286%	+$1.01M	0.36%	52
2024 Q3	$335K	Sell	7,336 -6,084	-45%	-$269K	0.08%	193
2024 Q2	$602K	Buy	13,420 +8,311	+163%	+$347K	0.16%	129
2024 Q1	$210K	Buy	+5,109	New	+$200K	0.06%	244

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

L.M. Kohn & Company's QGRW Position: Q3 2025 in Review

L.M. Kohn & Company sold out of WisdomTree US Quality Growth Fund (QGRW) in Q3 2025, closing a stake of 39,614 shares — an estimated $2.08M sold.

L.M. Kohn & Company first reported a position in QGRW in Q1 2024 and held it in 6 quarters. The position peaked at $2.08M in Q2 2025. 115 funds tracked by Wall St. Rank hold QGRW as of Q3 2025.

L.M. Kohn & Company reported no remaining WisdomTree US Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 39,614 WisdomTree US Quality Growth Fund shares in Q3 2025, an estimated $2.08M.
L.M. Kohn & Company first reported a position in WisdomTree US Quality Growth Fund in Q1 2024 and held it in 6 quarters.
L.M. Kohn & Company's WisdomTree US Quality Growth Fund position peaked at $2.08M in Q2 2025.
115 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.