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Alta Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Alta Wealth Advisors’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 		$589K Buy
6,159
+12
+0.2% +$1.13K 0.16% 105
2026
Q1 		$540K Sell
6,147
-49
-0.8% -$4.46K 0.18% 105
2025
Q4 		$554K Buy
6,196
+130
+2% +$11.6K 0.19% 98
2025
Q3 		$540K Buy
6,066
+177
+3% +$15.4K 0.19% 87
2025
Q2 		$493K Buy
5,889
+356
+6% +$28.2K 0.23% 69
2025
Q1 		$442K Buy
5,533
+739
+15% +$60.5K 0.2% 86
2024
Q4 		$388K Buy
4,794
+346
+8% +$28.9K 0.17% 103
2024
Q3 		$370K Buy
4,448
+7
+0.2% +$561 0.17% 98
2024
Q2 		$347K Sell
4,441
-7
-0.2% -$529 0.17% 100
2024
Q1 		$339K Buy
4,448
+700
+19% +$51.1K 0.17% 102
2023
Q4 		$263K Sell
3,748
-812
-18% -$53.6K 0.15% 111
2023
Q3 		$289K Buy
+4,560
New +$303K 0.18% 111
2022
Q4 		– Sell
-11,856
Closed -$639K – 143
2022
Q3 		$639K Hold
11,856
– – 0.46% 66
2022
Q2 		$681K Hold
11,856
– – 0.47% 61
2022
Q1 		$755K Hold
11,856
– – 0.45% 64
2021
Q4 		$781K Hold
11,856
– – 0.48% 66
2021
Q3 		$698K Buy
11,856
+70
+0.6% +$4.29K 0.51% 68
2021
Q2 		$703K Buy
11,786
+163
+1% +$9.63K 0.52% 71
2021
Q1 		$665K Sell
11,623
-51
-0.4% -$2.8K 0.56% 70
2020
Q4 		$630K Buy
+11,674
New +$604K 0.53% 63

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

Alta Wealth Advisors's DGRW Position: Q2 2026 in Review

Alta Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q2 2026, buying an estimated $1.13K and bringing the position to 6,159 shares worth $589K. The position accounts for 0.16% of the portfolio, ranked #105.

Alta Wealth Advisors first reported a position in DGRW in Q4 2020 and has held it in 20 quarters since. The position peaked at $781K in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Alta Wealth Advisors held 6,159 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $589K as of Q2 2026.
  • Alta Wealth Advisors bought 12 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.13K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of Alta Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Alta Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 20 quarters since.
  • Alta Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $781K 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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.