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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
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

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Wealth Management's QGRW Position: Q1 2026 in Review

Golden State Wealth Management increased its WisdomTree US Quality Growth Fund (QGRW) stake by 4,647% in Q1 2026, buying an estimated $3.05M and bringing the position to 54,493 shares worth $2.91M. The position accounts for 0.32% of the portfolio, ranked #64.

Golden State Wealth Management first reported a position in QGRW in Q2 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold QGRW as of Q1 2026.

  • Golden State Wealth Management held 54,493 shares of WisdomTree US Quality Growth Fund worth $2.91M as of Q1 2026.
  • Golden State Wealth Management bought 53,345 WisdomTree US Quality Growth Fund shares in Q1 2026, an estimated $3.05M.
  • WisdomTree US Quality Growth Fund made up 0.32% of Golden State Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Golden State Wealth Management first reported a position in WisdomTree US Quality Growth Fund in Q2 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.