Legacy Financial 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 | $18.6M | Sell |
354,204
-1,492
| -0.4% | -$78.4K | 2.91% | 6 |
|
|
2025
Q1 | $15.6M | Sell |
355,696
-1,714
| -0.5% | -$75.2K | 2.61% | 8 |
|
|
2024
Q4 | $17.6M | Sell |
357,410
-19,922
| -5% | -$981K | 2.91% | 8 |
|
|
2024
Q3 | $17.2M | Sell |
377,332
-8,878
| -2% | -$405K | 2.89% | 7 |
|
|
2024
Q2 | $17.3M | Sell |
386,210
-74,120
| -16% | -$3.32M | 3.08% | 6 |
|
|
2024
Q1 | $18.9M | Sell |
460,330
-48,710
| -10% | -$2M | 3.39% | 5 |
|
|
2023
Q4 | $18.6M | Sell |
509,040
-39,235
| -7% | -$1.44M | 3.58% | 5 |
|
|
2023
Q3 | $17.4M | Sell |
548,275
-29,779
| -5% | -$946K | 3.49% | 5 |
|
|
2023
Q2 | $19.1M | Buy |
578,054
+561,956
| +3,491% | +$18.6M | 3.57% | 6 |
|
|
2023
Q1 | $457K | Buy |
+16,098
| New | +$457K | 0.09% | 136 |
|