Advisor Resource Council’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-91,631	Closed	-$7.32M	–	280
2025 Q1	$7.32M	Buy	+91,631	New	+$7.51M	0.59%	35
2024 Q2	–	Sell	-3,774	Closed	-$265K	–	101
2024 Q1	$265K	Sell	3,774 -101,266	-96%	-$7.39M	0.11%	183
2023 Q4	$7.38M	Buy	+105,040	New	+$6.94M	0.86%	27
2022 Q3	–	Sell	-86,329	Closed	-$4.95M	–	229
2022 Q2	$4.95M	Buy	+86,329	New	+$5.23M	0.46%	46
2022 Q1	–	Sell	-91,249	Closed	-$6.01M	–	286
2021 Q4	$6.01M	Buy	+91,249	New	+$5.73M	0.47%	40
2021 Q3	–	Sell	-89,513	Closed	-$5.34M	–	274
2021 Q2	$5.34M	Buy	+89,513	New	+$5.29M	0.56%	36

Other funds holding DGRW

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

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor Resource Council's DGRW Position: Q2 2025 in Review

Advisor Resource Council sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 91,631 shares — an estimated $7.32M sold.

Advisor Resource Council first reported a position in DGRW in Q2 2021 and held it in 6 quarters. The position peaked at $7.38M in Q4 2023. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Advisor Resource Council reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 91,631 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $7.32M.
Advisor Resource Council first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and held it in 6 quarters.
Advisor Resource Council's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.38M in Q4 2023.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.