Ameritas Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ameritas Advisory Services’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	$2.01M	Buy	21,030 +18,018	+598%	+$1.7M	0.04%	363
2026 Q1	$265K	Sell	3,012 -126	-4%	-$11.5K	0.01%	815
2025 Q4	$281K	Buy	3,138 +1,024	+48%	+$91.3K	0.01%	788
2025 Q3	$188K	Sell	2,114 -20,160	-91%	-$1.75M	0.01%	632
2025 Q2	$1.87M	Sell	22,274 -61,347	-73%	-$4.87M	0.1%	205
2025 Q1	$6.68M	Buy	83,621 +1,423	+2%	+$117K	0.27%	73
2024 Q4	$6.65M	Sell	82,198 -4,848	-6%	-$405K	0.23%	84
2024 Q3	$7.24M	Sell	87,046 -23,293	-21%	-$1.87M	0.31%	71
2024 Q2	$8.61M	Sell	110,339 -2,190	-2%	-$166K	0.32%	60
2024 Q1	$8.57M	Buy	112,529 +34,005	+43%	+$2.48M	0.35%	59
2023 Q4	$5.52M	Buy	78,524 +34,470	+78%	+$2.28M	0.3%	75
2023 Q3	$2.8M	Buy	+44,054	New	+$2.93M	0.14%	151
2023 Q2	–	Sell	-635	Closed	-$39.8K	–	1009
2023 Q1	$39.8K	Buy	+635	New	+$39K	﹤0.01%	1354

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

Ameritas Advisory Services's DGRW Position: Q2 2026 in Review

Ameritas Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 598% in Q2 2026, buying an estimated $1.7M and bringing the position to 21,030 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #363.

Ameritas Advisory Services first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.61M in Q2 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Ameritas Advisory Services held 21,030 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.01M as of Q2 2026.
Ameritas Advisory Services bought 18,018 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.7M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #363 holding.
Ameritas Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Ameritas Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.61M in Q2 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.