GWM
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GK Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

GK Wealth Management’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 		$1.13M Buy
+17,075
New +$1.08M 0.59% 37
2026
Q1 		– Sell
-17,716
Closed -$1.04M – 159
2025
Q4 		$1.04M Buy
+17,716
New +$1.04M 0.69% 33

Other funds holding QGRW

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

GK Wealth Management's QGRW Position: Q2 2026 in Review

GK Wealth Management opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2026: 17,075 shares worth $1.13M. The stake represents 0.59% of the portfolio and ranks #37 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in QGRW as recently as Q4 2025.

GK Wealth Management first reported a position in QGRW in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

  • GK Wealth Management held 17,075 shares of WisdomTree US Quality Growth Fund worth $1.13M as of Q2 2026.
  • WisdomTree US Quality Growth Fund was a new GK Wealth Management position in Q2 2026.
  • WisdomTree US Quality Growth Fund made up 0.59% of GK Wealth Management's portfolio in Q2 2026, its #37 holding.
  • GK Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.