Almanack Investment Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Almanack Investment Partners’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	$2.29M	Hold	23,954	–	–	0.29%	52
2026 Q1	$2.1M	Hold	23,954	–	–	0.36%	32
2025 Q4	$2.14M	Hold	23,954	–	–	0.36%	35
2025 Q3	$2.13M	Sell	23,954 -262	-1%	-$22.7K	0.33%	44
2025 Q2	$2.03M	Hold	24,216	–	–	0.32%	42
2025 Q1	$1.93M	Sell	24,216 -5,198	-18%	-$426K	0.38%	33
2024 Q4	$2.38M	Hold	29,414	–	–	0.37%	47
2024 Q3	$2.45M	Hold	29,414	–	–	0.38%	43
2024 Q2	$2.3M	Hold	29,414	–	–	0.39%	46
2024 Q1	$2.24M	Hold	29,414	–	–	0.38%	42
2023 Q4	$2.07M	Hold	29,414	–	–	0.38%	41
2023 Q3	$1.87M	Hold	29,414	–	–	0.36%	36
2023 Q2	$1.96M	Hold	29,414	–	–	0.34%	34
2023 Q1	$1.83M	Hold	29,414	–	–	0.36%	33
2022 Q4	$1.78M	Sell	29,414 -1,554	-5%	-$92.7K	0.38%	33
2022 Q3	$1.67M	Buy	30,968 +1,554	+5%	+$91.9K	0.33%	42
2022 Q2	$1.69M	Hold	29,414	–	–	0.17%	89
2022 Q1	$1.87M	Sell	29,414 -9,255	-24%	-$584K	0.16%	99
2021 Q4	$2.55M	Buy	38,669 +9,255	+31%	+$581K	0.21%	73
2021 Q3	$1.73M	Hold	29,414	–	–	0.15%	101
2021 Q2	$1.75M	Hold	29,414	–	–	0.17%	89
2021 Q1	$1.68M	Buy	29,414 +520	+2%	+$28.5K	0.17%	90
2020 Q4	$1.56M	Buy	28,894 +1,156	+4%	+$59.8K	0.18%	84
2020 Q3	$1.44M	Buy	+27,738	New	+$1.35M	0.18%	80
2020 Q1	–	Sell	-23,729	Closed	-$1.15M	–	274
2019 Q4	$1.15M	Buy	+23,729	New	+$1.11M	0.22%	63
2019 Q1	–	Sell	-28,977	Closed	-$1.11M	–	157
2018 Q4	$1.11M	Buy	28,977 +1,894	+7%	+$78.3K	0.33%	40
2018 Q3	$1.17M	Buy	27,083 +22,459	+486%	+$971K	0.31%	51
2018 Q2	$190K	Buy	+4,624	New	+$190K	0.09%	107

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

Almanack Investment Partners's DGRW Position: Q2 2026 in Review

Almanack Investment Partners held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 23,954 shares worth $2.29M. The position accounts for 0.29% of the portfolio, ranked #52.

Almanack Investment Partners first reported a position in DGRW in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.55M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Almanack Investment Partners held 23,954 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.29M as of Q2 2026.
Almanack Investment Partners 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 0.29% of Almanack Investment Partners's portfolio in Q2 2026, its #52 holding.
Almanack Investment Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 28 quarters since.
Almanack Investment Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.55M in Q4 2021.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.