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DGRW icon

Advisornet Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Advisornet Financial’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 		$67.2K Hold
702
– – ﹤0.01% 1020
2026
Q1 		$61.7K Sell
702
-45
-6% -$4.09K ﹤0.01% 976
2025
Q4 		$66.8K Hold
747
– – ﹤0.01% 964
2025
Q3 		$66.5K Hold
747
– – ﹤0.01% 934
2025
Q2 		$62.6K Hold
747
– – ﹤0.01% 921
2025
Q1 		$59.7K Buy
747
+243
+48% +$19.9K ﹤0.01% 881
2024
Q4 		$40.8K Sell
504
-199
-28% -$16.6K ﹤0.01% 937
2024
Q3 		$58.5K Hold
703
– – ﹤0.01% 861
2024
Q2 		$54.9K Buy
703
+140
+25% +$10.6K 0.01% 794
2024
Q1 		$42.9K Hold
563
– – ﹤0.01% 852
2023
Q4 		$39.6K Buy
563
+200
+55% +$13.2K ﹤0.01% 877
2023
Q3 		$23K Buy
363
+200
+123% +$13.3K ﹤0.01% 992
2023
Q2 		$10.9K Hold
163
– – ﹤0.01% 1300
2023
Q1 		$10.2K Hold
163
– – ﹤0.01% 1298
2022
Q4 		$9.84K Hold
163
– – ﹤0.01% 1302
2022
Q3 		$9K Hold
163
– – ﹤0.01% 1366
2022
Q2 		$9K Hold
163
– – ﹤0.01% 1369
2022
Q1 		$10K Hold
163
– – ﹤0.01% 1438
2021
Q4 		$11K Hold
163
– – ﹤0.01% 1451
2021
Q3 		$10K Hold
163
– – ﹤0.01% 1441
2021
Q2 		$10K Buy
+163
New +$9.63K ﹤0.01% 1409
2020
Q4 		– Sell
-184
Closed -$9K – 1699
2020
Q3 		$9K Buy
+184
New +$8.93K ﹤0.01% 1294

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

Advisornet Financial's DGRW Position: Q2 2026 in Review

Advisornet Financial held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 702 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Advisornet Financial first reported a position in DGRW in Q3 2020 and has held it in 22 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Advisornet Financial held 702 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $67.2K as of Q2 2026.
  • Advisornet Financial left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1020 holding.
  • Advisornet Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 22 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.