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

Abound Wealth Management’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
Q2 		$5.93K Buy
+62
New +$5.86K ﹤0.01% 570

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Abound Wealth Management's DGRW Position: Q2 2026 in Review

Abound Wealth Management opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 62 shares worth $5.93K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Abound Wealth Management held 62 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.93K as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Abound Wealth Management position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #570 holding.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.