PWMG
Prestige Wealth Management Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
391,703
+8,678
| +2% | +$456K | 4.19% | 7 |
|
|
2025
Q1 | $16.8M | Sell |
383,025
-43,125
| -10% | -$1.89M | 3.59% | 8 |
|
|
2024
Q4 | $21M | Sell |
426,150
-4,458
| -1% | -$220K | 4.36% | 7 |
|
|
2024
Q3 | $19.6M | Sell |
430,608
-8,110
| -2% | -$370K | 4.06% | 8 |
|
|
2024
Q2 | $19.7M | Sell |
438,718
-17,761
| -4% | -$796K | 4.25% | 8 |
|
|
2024
Q1 | $18.8M | Sell |
456,479
-32,861
| -7% | -$1.35M | 4.04% | 7 |
|
|
2023
Q4 | $17.9M | Sell |
489,340
-3,678
| -0.7% | -$135K | 4.06% | 8 |
|
|
2023
Q3 | $15.7M | Sell |
493,018
-10,897
| -2% | -$346K | 3.86% | 8 |
|
|
2023
Q2 | $16.7M | Buy |
+503,915
| New | +$16.7M | 3.95% | 9 |
|