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STACKSTONE WEALTH, LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.47M Buy
+46,002
New +$4.51M 0.44% 53

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Taiyo Life Insurance Company
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

STACKSTONE WEALTH, LLC's DGRW Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2026: 46,002 shares worth $4.47M. The stake represents 0.44% of the portfolio and ranks #53 among its holdings.

176 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 46,002 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.47M as of Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.44% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #53 holding.
  • 176 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.