Golden State Wealth Management’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Golden State 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	$3.94M	Buy	59,671 +5,178	+10%	+$327K	0.36%	60
2026 Q1	$2.91M	Buy	54,493 +53,345	+4,647%	+$3.05M	0.32%	64
2025 Q4	$67.4K	Buy	1,148 +37	+3%	+$2.16K	0.01%	617
2025 Q3	$63.7K	Buy	1,111 +664	+149%	+$36.3K	0.01%	615
2025 Q2	$23.5K	Buy	+447	New	+$21K	﹤0.01%	844

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

Golden State Wealth Management's QGRW Position: Q2 2026 in Review

Golden State Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 9.5% in Q2 2026, buying an estimated $327K and bringing the position to 59,671 shares worth $3.94M. The position accounts for 0.36% of the portfolio, ranked #60.

Golden State Wealth Management first reported a position in QGRW in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold QGRW as of Q2 2026.

Golden State Wealth Management held 59,671 shares of WisdomTree US Quality Growth Fund worth $3.94M as of Q2 2026.
Golden State Wealth Management bought 5,178 WisdomTree US Quality Growth Fund shares in Q2 2026, an estimated $327K.
WisdomTree US Quality Growth Fund made up 0.36% of Golden State Wealth Management's portfolio in Q2 2026, its #60 holding.
Golden State Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.