AlphaCore Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

AlphaCore Capital’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 Q3	$181K	Hold	1,862	–	–	﹤0.01%	1308
2026 Q2	$178K	Buy	+1,862	New	+$176K	﹤0.01%	1127
2025 Q2	–	Sell	-385	Closed	-$30.7K	–	1060
2025 Q1	$30.7K	Buy	+385	New	+$31.5K	﹤0.01%	631

Other funds holding DGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

AlphaCore Capital's DGRW Position: Q3 2026 in Review

AlphaCore Capital held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q3 2026 at 1,862 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

AlphaCore Capital first reported a position in DGRW in Q1 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

AlphaCore Capital held 1,862 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $181K as of Q3 2026.
AlphaCore Capital left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1308 holding.
AlphaCore Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 3 quarters since.
472 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.