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

Activest 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 Q3	$55.5K	Sell	571 -151	-21%	-$14.8K	0.01%	255
2026 Q2	$69K	Buy	+722	New	+$68.2K	0.01%	231

Other funds holding DGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Activest Wealth Management's DGRW Position: Q3 2026 in Review

Activest Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q3 2026, selling an estimated $14.8K and leaving 571 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #255.

Activest Wealth Management first reported a position in DGRW in Q2 2026 and has held it in 2 quarters since. The position peaked at $69K in Q2 2026. 624 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Activest Wealth Management held 571 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $55.5K as of Q3 2026.
Activest Wealth Management sold 151 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $14.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #255 holding.
Activest Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2026 and has held it in 2 quarters since.
Activest Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $69K in Q2 2026.
624 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.