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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACT Advisors's DGRW Position: Q2 2026 in Review

ACT Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4% in Q2 2026, buying an estimated $884K and bringing the position to 243,485 shares worth $23.3M. The position accounts for 7.74% of the portfolio, ranked #6.

ACT Advisors first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

ACT Advisors held 243,485 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.3M as of Q2 2026.
ACT Advisors bought 9,359 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $884K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.74% of ACT Advisors's portfolio in Q2 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 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.