FLYNN ZITO CAPITAL MANAGEMENT, LLC QGRW — WISDOMTREE TR

Ownership history in FLYNN ZITO CAPITAL MANAGEMENT, LLC  ·  3 quarters on record

AI Ownership Summary

FLYNN ZITO CAPITAL MANAGEMENT, LLC reported WISDOMTREE TR (QGRW) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 4.57% in 2025 Q3. The latest visible filing shows QGRW at 4.03% 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 FLYNN ZITO CAPITAL MANAGEMENT, LLC'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 4.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.57% in 2025 Q3

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

Time in book
Holding Window
2025 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 FLYNN ZITO CAPITAL MANAGEMENT, LLC fund profile FLYNN ZITO CAPITAL MANAGEMENT, LLC full holdings
How FLYNN ZITO CAPITAL MANAGEMENT, LLC 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 236,170 +22,274 +10.4% 4.03% $12.6M 2026-05-04 $62.11
2025 Q4 REDUCED — — — 213,896 -2,010 -0.9% 4.49% $12.5M 2026-02-06 $57.14
2025 Q3 INITIATED — — — 215,906 — — 4.57% $12.4M 2025-11-05 $59.41

🏢 Other funds also holding QGRW

As of 2026 Q2 — sorted by position size

Trust Point Inc. 13.89% Oxinas Partners, LLC 3Y 4.96% RVW Wealth, LLC 3Y 7Y 4.67% Ritter Daniher Financial Advisory LLC / DE 3Y 3.47% Centurion Wealth Management LLC 3Y 2.55% TopTier Wealth Management, LLC 1.72% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 1.12% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.89% Sound Income Strategies, LLC 3Y 7Y 0.7% Formidable Asset Management, LLC 3Y 7Y 0.65%

FAQ About FLYNN ZITO CAPITAL MANAGEMENT, LLC and QGRW

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

How long has FLYNN ZITO CAPITAL MANAGEMENT, LLC reported owning QGRW?

FLYNN ZITO CAPITAL MANAGEMENT, LLC reported QGRW across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported QGRW position in FLYNN ZITO CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for QGRW was 4.57% in 2025 Q3.

What is the latest reported QGRW position on this page?

The most recent filing on this page is 2026 Q1, when FLYNN ZITO CAPITAL MANAGEMENT, LLC reported 236,170 shares, equal to 4.03% of portfolio, with an estimated market value of $12.6M.

What does the chart on this QGRW ownership page compare?

The chart compares FLYNN ZITO CAPITAL MANAGEMENT, LLC'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.

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