GWM
QGRW icon

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

LPL Financial
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
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Raymond James Financial
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

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. 165 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.
  • 165 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.