Gateway Wealth Partners’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Gateway Wealth Partners’s Portfolio QGRW Stock Details QGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$801K	Sell	12,134 -10,114	-45%	-$638K	0.05%	359
2026 Q1	$1.19M	Buy	22,248 +10,473	+89%	+$598K	0.05%	343
2025 Q4	$691K	Buy	11,775 +1,876	+19%	+$110K	0.08%	233
2025 Q3	$568K	Buy	9,899 +3,227	+48%	+$177K	0.08%	227
2025 Q2	$351K	Buy	6,672 +2,092	+46%	+$98.3K	0.07%	254
2025 Q1	$201K	Buy	4,580 +304	+7%	+$14.7K	0.05%	306
2024 Q4	$211K	Buy	+4,276	New	+$206K	0.05%	278

Other funds holding QGRW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Gateway Wealth Partners's QGRW Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 45% in Q2 2026, selling an estimated $638K and leaving 12,134 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #359.

Gateway Wealth Partners first reported a position in QGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Gateway Wealth Partners held 12,134 shares of WisdomTree US Quality Growth Fund worth $801K as of Q2 2026.
Gateway Wealth Partners sold 10,114 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $638K.
WisdomTree US Quality Growth Fund made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #359 holding.
Gateway Wealth Partners first reported a position in WisdomTree US Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's WisdomTree US Quality Growth Fund position peaked at $1.19M in Q1 2026.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.