Tempus Wealth Planning, LLC QGRW Holdings History
Tempus Wealth Planning, LLC's WisdomTree U.S. Quality Growth Fund Holding Summary
As of 2025-06-30, Tempus Wealth Planning, LLC held 5,188.00 shares of WisdomTree U.S. Quality Growth Fund(QGRW), totaling $272,640.00. This investment constitutes 0.07% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.02% of the outstanding WisdomTree U.S. Quality Growth Fund(QGRW) stock.
The initial trade took place in 2024Q4. And since then Tempus Wealth Planning, LLC has made 1 purchases of QGRW, at an average price of $48.20, for a total of 69,700.00 shares. In addition, there have been 2 sales at an average price of $47.21 for 64,512.00 shares. Based on historical transaction data and QGRW's current price of $53.75, Tempus Wealth Planning, LLC's estimated gain on his QGRW holdings is $-34,935.42, reflecting a -1.04% gain to date.
Tempus Wealth Planning, LLC QGRW ($53.75) Holding Chart
Tempus Wealth Planning, LLC QGRW ($53.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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