L.M. KOHN & COMPANY QGRW — WISDOMTREE TR US QUALITY GROW

Ownership history in L.M. KOHN & COMPANY  ·  6 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported WISDOMTREE TR US QUALITY GROW (QGRW) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.56% in 2025 Q2. The latest visible filing shows QGRW at 0.56% 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 L.M. KOHN & COMPANY's position in WISDOMTREE TR US QUALITY GROW, 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 Q2

QGRW was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q2

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 L.M. KOHN & COMPANY fund profile L.M. KOHN & COMPANY full holdings
How L.M. KOHN & COMPANY 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 39,614 +1,383 +3.6% 0.56% $2.1M 2025-08-04 $54.08
2025 Q1 ADDED — — — 38,231 +9,880 +34.8% 0.44% $1.7M 2025-04-21 $40.46
2024 Q4 ADDED — — — 28,351 +21,015 +286.5% 0.36% $1.4M 2025-01-30 $50.27
2024 Q3 REDUCED 45.3% +9.1% ❌ 7,336 -6,084 -45.3% 0.08% $335K 2024-11-14 $48.44
2024 Q2 ADDED — — — 13,420 +8,311 +162.7% 0.16% $602K 2024-07-31 $43.72
2024 Q1 INITIATED — — — 5,109 — — 0.06% $210K 2024-04-25 $39.14

🏢 Other funds also holding QGRW

As of 2026 Q1 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 14.53% Trust Point Inc. 11.65% tru Independence LLC 3Y 5.26% Etesian Wealth Advisors, Inc. 5.03% Oxinas Partners, LLC 3Y 4.53% RVW Wealth, LLC 3Y 7Y 4.44% Centurion Wealth Management LLC 3Y 1.35% Formidable Asset Management, LLC 3Y 7Y 0.5% Farrell Financial LLC 0.47% WealthPoint Financial, LLC 0.46%

FAQ About L.M. KOHN & COMPANY and QGRW

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

How long has L.M. KOHN & COMPANY reported owning QGRW?

L.M. KOHN & COMPANY reported QGRW across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported QGRW position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for QGRW was 0.56% in 2025 Q2.

What is the latest reported QGRW position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 39,614 shares, equal to 0.56% of portfolio, with an estimated market value of $2.1M.

What does the chart on this QGRW ownership page compare?

The chart compares L.M. KOHN & COMPANY'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 L.M. KOHN & COMPANY time their QGRW position?

Based on 13F filing dates vs. subsequent QGRW price moves, L.M. KOHN & COMPANY correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on QGRW relative to SPY over the holding period was +9.5%.

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