Advisory Services Network’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Advisory Services Network’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	$4.72M	Sell	49,375 -611	-1%	-$57.7K	0.05%	374
2026 Q1	$4.39M	Sell	49,986 -12,646	-20%	-$1.15M	0.06%	355
2025 Q4	$5.6M	Buy	62,632 +1,218	+2%	+$109K	0.08%	257
2025 Q3	$5.46M	Buy	61,414 +1,061	+2%	+$92K	0.08%	261
2025 Q2	$5.14M	Buy	60,353 +3,955	+7%	+$314K	0.08%	265
2025 Q1	$4.5M	Buy	56,398 +34,632	+159%	+$2.84M	0.09%	263
2024 Q4	$1.76M	Buy	21,766 +717	+3%	+$60K	0.03%	532
2024 Q3	$1.64M	Hold	21,049	–	–	0.03%	530
2024 Q2	$1.64M	Buy	21,049 +37	+0.2%	+$2.8K	0.03%	530
2024 Q1	$1.6M	Buy	21,012 +2,475	+13%	+$181K	0.04%	527
2023 Q4	$1.3M	Buy	18,537 +3,849	+26%	+$254K	0.03%	546
2023 Q3	$933K	Buy	+14,688	New	+$976K	0.03%	658
2023 Q2	–	Sell	-5,752	Closed	-$359K	–	1978
2023 Q1	$359K	Sell	5,752 -149	-3%	-$9.16K	0.01%	1057
2022 Q4	$356K	Sell	5,901 -249	-4%	-$14.9K	0.01%	1012
2022 Q3	$332K	Buy	6,150 +381	+7%	+$22.5K	0.01%	976
2022 Q2	$331K	Buy	5,769 +27	+0.5%	+$1.64K	0.01%	1020
2022 Q1	$366K	Buy	5,742 +2	+0%	+$126	0.01%	1043
2021 Q4	$378K	Buy	+5,740	New	+$360K	0.01%	997
2021 Q3	–	Sell	-936	Closed	-$56K	–	1841
2021 Q2	$56K	Buy	+936	New	+$55.3K	﹤0.01%	1927
2021 Q1	–	Sell	-932	Closed	-$50K	–	1676
2020 Q4	$50K	Buy	932 +423	+83%	+$21.9K	﹤0.01%	1676
2020 Q3	$25K	Buy	+509	New	+$24.7K	﹤0.01%	1961
2017 Q4	–	Sell	-135	Closed	-$5K	–	2550
2017 Q3	$5K	Hold	135	–	–	﹤0.01%	1865
2017 Q2	$5K	Hold	135	–	–	﹤0.01%	1794
2017 Q1	$5K	Buy	+135	New	+$4.69K	﹤0.01%	1700

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Services Network's DGRW Position: Q2 2026 in Review

Advisory Services Network reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.2% in Q2 2026, selling an estimated $57.7K and leaving 49,375 shares worth $4.72M. The position accounts for 0.05% of the portfolio, ranked #374.

Advisory Services Network first reported a position in DGRW in Q1 2017 and has held it in 24 quarters since. The position peaked at $5.6M in Q4 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Advisory Services Network held 49,375 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.72M as of Q2 2026.
Advisory Services Network sold 611 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $57.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Advisory Services Network's portfolio in Q2 2026, its #374 holding.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2017 and has held it in 24 quarters since.
Advisory Services Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.6M in Q4 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.