Gladstone Institutional Advisory’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Gladstone Institutional Advisory’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	$1.64M	Sell	24,889 -3,019	-11%	-$190K	0.05%	326
2026 Q1	$1.49M	Buy	27,908 +3,431	+14%	+$196K	0.06%	305
2025 Q4	$1.44M	Buy	24,477 +2,929	+14%	+$171K	0.05%	300
2025 Q3	$1.24M	Buy	21,548 +4,144	+24%	+$227K	0.05%	325
2025 Q2	$915K	Buy	17,404 +1,699	+11%	+$79.9K	0.04%	360
2025 Q1	$689K	Buy	+15,705	New	+$759K	0.03%	396

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

Gladstone Institutional Advisory's QGRW Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 11% in Q2 2026, selling an estimated $190K and leaving 24,889 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #326.

Gladstone Institutional Advisory first reported a position in QGRW in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Gladstone Institutional Advisory held 24,889 shares of WisdomTree US Quality Growth Fund worth $1.64M as of Q2 2026.
Gladstone Institutional Advisory sold 3,019 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $190K.
WisdomTree US Quality Growth Fund made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #326 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree US Quality Growth Fund in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.