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

Amplius 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 		$29.6M Buy
309,723
+26,295
+9% +$2.48M 2.17% 14
2026
Q1 		$24.9M Buy
283,428
+27,451
+11% +$2.5M 2.08% 14
2025
Q4 		$22.9M Buy
255,977
+6,983
+3% +$622K 1.92% 16
2025
Q3 		$22.2M Sell
248,994
-24,886
-9% -$2.16M 1.91% 15
2025
Q2 		$22.9M Buy
273,880
+2,378
+0.9% +$189K 2.13% 16
2025
Q1 		$21.7M Buy
271,502
+14,373
+6% +$1.18M 2.25% 15
2024
Q4 		$20.8M Buy
257,129
+13,294
+5% +$1.11M 2.13% 16
2024
Q3 		$20.3M Buy
243,835
+4,657
+2% +$373K 2.21% 13
2024
Q2 		$18.7M Sell
239,178
-5,381
-2% -$407K 2.08% 14
2024
Q1 		$18.6M Sell
244,559
-360,741
-60% -$26.3M 2.09% 14
2023
Q4 		$42.5M Sell
605,300
-332,398
-35% -$22M 5.14% 3
2023
Q3 		$59.5M Sell
937,698
-56,076
-6% -$3.73M 7.98% 1
2023
Q2 		$66.2M Buy
993,774
+31,295
+3% +$1.99M 8.92% 1
2023
Q1 		$60M Buy
962,479
+22,619
+2% +$1.39M 8.61% 2
2022
Q4 		$56.7M Buy
939,860
+935,449
+21,207% +$55.8M 9.06% 1
2022
Q3 		$238K Buy
4,411
+528
+14% +$31.2K 0.04% 133
2022
Q2 		$222K Sell
3,883
-1,262
-25% -$76.5K 0.04% 148
2022
Q1 		$327K Hold
5,145
– – 0.05% 127
2021
Q4 		$338K Buy
+5,145
New +$323K 0.05% 142

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

Amplius Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.3% in Q2 2026, buying an estimated $2.48M and bringing the position to 309,723 shares worth $29.6M. The position accounts for 2.17% of the portfolio, ranked #14.

Amplius Wealth Advisors first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $66.2M in Q2 2023. 234 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Amplius Wealth Advisors held 309,723 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $29.6M as of Q2 2026.
  • Amplius Wealth Advisors bought 26,295 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.48M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.17% of Amplius Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Amplius Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $66.2M in Q2 2023.
  • 234 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.