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B.A. Schrock Wealth Management, Inc.’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 		$328K Buy
+3,365
New +$330K 0.12% 105

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
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
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s DGRW Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2026: 3,365 shares worth $328K. The stake represents 0.12% of the portfolio and ranks #105 among its holdings.

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

  • B.A. Schrock Wealth Management, Inc. held 3,365 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $328K as of Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #105 holding.
  • 117 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.