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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's DGRW Position: Q1 2026 in Review

Advisory Services Network reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 20% in Q1 2026, selling an estimated $1.15M and leaving 49,986 shares worth $4.39M. The position accounts for 0.06% of the portfolio, ranked #355.

Advisory Services Network first reported a position in DGRW in Q1 2017 and has held it in 23 quarters since. The position peaked at $5.6M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Advisory Services Network held 49,986 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.39M as of Q1 2026.
Advisory Services Network sold 12,646 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.15M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Advisory Services Network's portfolio in Q1 2026, its #355 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 23 quarters since.
Advisory Services Network's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.6M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.