GPS Wealth Strategies Group’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	$526K	Sell	8,962 -293,089	-97%	-$17.1M	0.45%	54
2025 Q3	$17.3M	Buy	302,051 +17,712	+6%	+$969K	1.83%	12
2025 Q2	$14.9M	Buy	284,339 +17,217	+6%	+$809K	1.72%	12
2025 Q1	$11.7M	Buy	267,122 +77,016	+41%	+$3.72M	1.58%	13
2024 Q4	$9.36M	Buy	190,106 +34,295	+22%	+$1.65M	1.2%	14
2024 Q3	$7.11M	Buy	155,811 +46,454	+42%	+$2.05M	0.95%	18
2024 Q2	$4.9M	Buy	109,357 +79,972	+272%	+$3.34M	0.74%	23
2024 Q1	$1.21M	Buy	29,385 +29,325	+48,875%	+$1.15M	0.2%	89
2023 Q4	$2.19K	Buy	+60	New	+$2.03K	﹤0.01%	1106

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

GPS Wealth Strategies Group's QGRW Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its WisdomTree US Quality Growth Fund (QGRW) stake by 97% in Q4 2025, selling an estimated $17.1M and leaving 8,962 shares worth $526K. The position accounts for 0.45% of the portfolio, ranked #54.

GPS Wealth Strategies Group first reported a position in QGRW in Q4 2023 and has held it in 9 quarters since. The position peaked at $17.3M in Q3 2025. 134 funds tracked by Wall St. Rank hold QGRW as of Q4 2025.

GPS Wealth Strategies Group held 8,962 shares of WisdomTree US Quality Growth Fund worth $526K as of Q4 2025.
GPS Wealth Strategies Group sold 293,089 WisdomTree US Quality Growth Fund shares in Q4 2025, an estimated $17.1M.
WisdomTree US Quality Growth Fund made up 0.45% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #54 holding.
GPS Wealth Strategies Group first reported a position in WisdomTree US Quality Growth Fund in Q4 2023 and has held it in 9 quarters since.
GPS Wealth Strategies Group's WisdomTree US Quality Growth Fund position peaked at $17.3M in Q3 2025.
134 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.