Comprehensive Financial Consultants Institutional, Inc. QGRW — WISDOMTREE TR

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  7 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported WISDOMTREE TR (QGRW) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.82% in 2025 Q4. The latest visible filing shows QGRW at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QGRW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QGRW was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QGRW stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held QGRW — position size vs. price
% of Fund (quarterly)    QGRW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,093 +1,671 +3.6% 0.76% $2.6M 2026-05-08 $64.90
2025 Q4 ADDED — — — 46,422 +1,054 +2.3% 0.82% $2.7M 2026-01-29 $59.69
2025 Q3 ADDED — — — 45,368 +3,919 +9.5% 0.81% $2.6M 2025-10-16 $56.95
2025 Q2 REDUCED — — — 41,449 -1,170 -2.7% 0.71% $2.2M 2025-07-22 $53.30
2025 Q1 REDUCED — — — 42,619 -389 -0.9% 0.67% $1.9M 2025-05-15 $49.28
2024 Q4 ADDED — — — 43,008 +20,898 +94.5% 0.77% $2.1M 2025-01-24 $51.10
2024 Q3 INITIATED — — — 22,110 — — 0.37% $1.0M 2024-10-31 $45.52

🏢 Other funds also holding QGRW

As of 2026 Q1 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 14.53% Quattro Advisors LLC 12.26% Trust Point Inc. 11.65% Retirement Planning Group, LLC 3Y 7Y 7.17% GLR Partners, LLC 5.75% Vericrest Private Wealth 5.27% tru Independence LLC 3Y 5.26% RESOLUTE CAPITAL, LLC 5.23% Etesian Wealth Advisors, Inc. 5.03% Oxinas Partners, LLC 3Y 4.53%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and QGRW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning QGRW?

Comprehensive Financial Consultants Institutional, Inc. reported QGRW across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported QGRW position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for QGRW was 0.82% in 2025 Q4.

What is the latest reported QGRW position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Consultants Institutional, Inc. reported 48,093 shares, equal to 0.76% of portfolio, with an estimated market value of $2.6M.

What does the chart on this QGRW ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly QGRW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Financial Consultants Institutional, Inc. time their QGRW position?

Based on 13F filing dates vs. subsequent QGRW price moves, Comprehensive Financial Consultants Institutional, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on QGRW relative to SPY over the holding period was +5.2%.

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