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DGRW icon

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

Allworth 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 		$545K Sell
5,696
-675
-11% -$63.8K ﹤0.01% 951
2026
Q1 		$560K Buy
6,371
+120
+2% +$10.9K ﹤0.01% 907
2025
Q4 		$559K Sell
6,251
-47
-0.7% -$4.19K ﹤0.01% 883
2025
Q3 		$560K Buy
6,298
+29
+0.5% +$2.52K ﹤0.01% 857
2025
Q2 		$525K Buy
6,269
+5,376
+602% +$427K ﹤0.01% 829
2025
Q1 		$68.9K Buy
893
+322
+56% +$26.4K ﹤0.01% 1401
2024
Q4 		$47.6K Buy
571
+428
+299% +$35.8K ﹤0.01% 1595
2024
Q3 		$11.9K Buy
143
+1
+0.7% +$80 ﹤0.01% 2190
2024
Q2 		$11.3K Buy
+142
New +$10.7K ﹤0.01% 2180
2023
Q2 		– Sell
-352
Closed -$21.9K – 3285
2023
Q1 		$21.9K Sell
352
-58
-14% -$3.56K ﹤0.01% 1401
2022
Q4 		$24.8K Buy
410
+2
+0.5% +$119 ﹤0.01% 1263
2022
Q3 		$22K Buy
408
+30
+8% +$1.77K ﹤0.01% 1254
2022
Q2 		$22K Buy
378
+2
+0.5% +$121 ﹤0.01% 1199
2022
Q1 		$24K Buy
376
+247
+191% +$15.6K ﹤0.01% 1175
2021
Q4 		$8K Sell
129
-1
-0.8% -$63 ﹤0.01% 1460
2021
Q3 		$8K Buy
130
+70
+117% +$4.29K ﹤0.01% 1399
2021
Q2 		$4K Sell
60
-214
-78% -$12.6K ﹤0.01% 1247
2021
Q1 		$16K Hold
274
– – ﹤0.01% 849
2020
Q4 		$15K Hold
274
– – ﹤0.01% 733
2020
Q3 		$14K Hold
274
– – ﹤0.01% 635
2020
Q2 		$12K Sell
274
-273
-50% -$11.8K ﹤0.01% 682
2020
Q1 		$21K Hold
547
– – ﹤0.01% 545
2019
Q4 		$27K Buy
547
+333
+156% +$15.5K ﹤0.01% 462
2019
Q3 		$10K Sell
214
-318
-60% -$14.1K ﹤0.01% 579
2019
Q2 		$23K Sell
532
-4,479
-89% -$194K ﹤0.01% 434
2019
Q1 		$216K Buy
5,011
+175
+4% +$7.22K 0.01% 157
2018
Q4 		$185K Buy
4,836
+26
+0.5% +$1.07K 0.01% 158
2018
Q3 		$213K Sell
4,810
-15
-0.3% -$648 0.01% 150
2018
Q2 		$198K Buy
4,825
+4,493
+1,353% +$184K 0.01% 147
2018
Q1 		$13K Buy
+332
New +$14K ﹤0.01% 444
2017
Q4 		– Sell
-289
Closed -$11K – 751
2017
Q3 		$11K Buy
+289
New +$10.8K ﹤0.01% 451

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

Allworth Financial's DGRW Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, selling an estimated $63.8K and leaving 5,696 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Allworth Financial first reported a position in DGRW in Q3 2017 and has held it in 31 quarters since. The position peaked at $560K in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Allworth Financial held 5,696 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $545K as of Q2 2026.
  • Allworth Financial sold 675 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $63.8K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #951 holding.
  • Allworth Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2017 and has held it in 31 quarters since.
  • Allworth Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $560K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.