QGRW β€” WISDOMTREE TR

Ownership history in Etesian Wealth Advisors, Inc.  Β·  7 quarters on record

AI Ownership Summary

Etesian Wealth Advisors, Inc. reported WISDOMTREE TR (QGRW) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 5.25% in 2025 Q4. The latest visible filing shows QGRW at 5.25% 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 Etesian Wealth Advisors, 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
2025 Q4

QGRW was reported at 5.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.25% 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 Q2 to 2025 Q4

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.

How Etesian Wealth Advisors, Inc. held QGRW β€” position size vs. price
% of Fund (quarterly)    QGRW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 285,340 +33,576 +13.3% 5.25% $16.7M 2026-02-14 (Est.) $56.36
2025 Q3 ADDED 251,764 +26,388 +11.7% 4.77% $14.4M 2025-10-23 $58.07
2025 Q2 ADDED 225,376 +51,063 +29.3% 4.42% $11.8M 2025-07-24 $53.93
2025 Q1 ADDED 174,313 +74,695 +75.0% 3.30% $7.7M 2025-04-24 $44.07
2024 Q4 ADDED 99,618 +30,953 +45.1% 2.17% $4.9M 2025-01-27 $49.25
2024 Q3 ADDED 68,665 +52,538 +325.8% 1.42% $3.1M 2024-10-18 $46.48
2024 Q2 INITIATED 16,127 β€” β€” 0.41% $723K 2024-07-25 $42.60

FAQ About Etesian Wealth Advisors, 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 Etesian Wealth Advisors, Inc. reported owning QGRW?

Etesian Wealth Advisors, Inc. reported QGRW across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported QGRW position in Etesian Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for QGRW was 5.25% in 2025 Q4.

What is the latest reported QGRW position on this page?

The most recent filing on this page is 2025 Q4, when Etesian Wealth Advisors, Inc. reported 285,340 shares, equal to 5.25% of portfolio, with an estimated market value of $16.7M.

What does the chart on this QGRW ownership page compare?

The chart compares Etesian Wealth Advisors, 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.

← Back to Etesian Wealth Advisors, Inc. Holdings