ACT Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

ACT Advisors’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	$23.8M	Buy	244,625 +1,140	+0.5%	+$112K	7.73%	6
2026 Q2	$23.3M	Buy	243,485 +9,359	+4%	+$884K	7.74%	6
2026 Q1	$20.6M	Buy	234,126 +4,541	+2%	+$413K	8.75%	5
2025 Q4	$20.5M	Buy	229,585 +213	+0.1%	+$19K	8.09%	5
2025 Q3	$20.4M	Sell	229,372 -37,522	-14%	-$3.25M	8.24%	5
2025 Q2	$22.3M	Sell	266,894 -7,604	-3%	-$603K	10.34%	4
2025 Q1	$21.9M	Sell	274,498 -2,343	-0.8%	-$192K	11.9%	4
2024 Q4	$22.4M	Buy	276,841 +3,052	+1%	+$255K	12.06%	3
2024 Q3	$22.8M	Buy	273,789 +2,998	+1%	+$240K	10.75%	3
2024 Q2	$21.1M	Buy	270,791 +314	+0.1%	+$23.7K	11%	4
2024 Q1	$20.6M	Buy	+270,477	New	+$19.7M	11.3%	3

Other funds holding DGRW

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

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

ACT Advisors's DGRW Position: Q3 2026 in Review

ACT Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.47% in Q3 2026, buying an estimated $112K and bringing the position to 244,625 shares worth $23.8M. The position accounts for 7.73% of the portfolio, ranked #6.

ACT Advisors first reported a position in DGRW in Q1 2024 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

ACT Advisors held 244,625 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.8M as of Q3 2026.
ACT Advisors bought 1,140 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $112K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.73% of ACT Advisors's portfolio in Q3 2026, its #6 holding.
ACT Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
169 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.