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

Addison 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 		$19.7K Sell
206
-1,105
-84% -$104K 0.01% 337
2026
Q1 		$115K Buy
1,311
+136
+12% +$12.4K 0.03% 302
2025
Q4 		$105K Hold
1,175
– – 0.02% 307
2025
Q3 		$105K Hold
1,175
– – 0.02% 307
2025
Q2 		$98.4K Hold
1,175
– – 0.02% 311
2025
Q1 		$93.8K Sell
1,175
-40
-3% -$3.28K 0.03% 309
2024
Q4 		$98.3K Hold
1,215
– – 0.03% 304
2024
Q3 		$101K Hold
1,215
– – 0.03% 305
2024
Q2 		$94.8K Hold
1,215
– – 0.03% 294
2024
Q1 		$92.6K Hold
1,215
– – 0.03% 298
2023
Q4 		$85.4K Hold
1,215
– – 0.03% 288
2023
Q3 		$77.1K Hold
1,215
– – 0.04% 274
2023
Q2 		$81K Buy
1,215
+160
+15% +$10.2K 0.04% 264
2023
Q1 		$65.8K Hold
1,055
– – 0.04% 272
2022
Q4 		$63.7K Buy
1,055
+615
+140% +$36.7K 0.04% 267
2022
Q3 		$24K Buy
+440
New +$26K 0.01% 334

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Addison Advisors's DGRW Position: Q2 2026 in Review

Addison Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 84% in Q2 2026, selling an estimated $104K and leaving 206 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Addison Advisors first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $115K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Addison Advisors held 206 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19.7K as of Q2 2026.
  • Addison Advisors sold 1,105 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $104K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #337 holding.
  • Addison Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • Addison Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $115K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.