Millington 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 | $492K | Hold |
9,148
| – | – | 0.25% | 68 |
|
|
2025
Q1 | $390K | Hold |
9,148
| – | – | 0.24% | 66 |
|
|
2024
Q4 | $454K | Hold |
9,148
| – | – | 0.26% | 58 |
|
|
2024
Q3 | $417K | Sell |
9,148
-83
| -0.9% | -$3.79K | 0.26% | 61 |
|
|
2024
Q2 | $414K | Sell |
9,231
-65
| -0.7% | -$2.91K | 0.29% | 58 |
|
|
2024
Q1 | $382K | Buy |
9,296
+1,173
| +14% | +$48.2K | 0.27% | 60 |
|
|
2023
Q4 | $297K | Hold |
8,123
| – | – | 0.24% | 68 |
|
|
2023
Q3 | $258K | Buy |
8,123
+1,995
| +33% | +$63.4K | 0.23% | 64 |
|
|
2023
Q2 | $203K | Buy |
+6,128
| New | +$203K | 0.18% | 73 |
|