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DGRW icon

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return