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Abound Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Abound Financial’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
Q1 		$1.32K Hold
15
– – ﹤0.01% 263
2025
Q4 		$1.34K Buy
+15
New +$1.34K ﹤0.01% 257
2025
Q2 		– Sell
-15
Closed -$1.2K – 118
2025
Q1 		$1.2K Buy
+15
New +$1.23K ﹤0.01% 254

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Abound Financial's DGRW Position: Q1 2026 in Review

Abound Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 15 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Abound Financial first reported a position in DGRW in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.34K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Abound Financial held 15 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.32K as of Q1 2026.
  • Abound Financial left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #263 holding.
  • Abound Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.34K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.