Amplius Wealth Advisors
DGRW icon

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
Q3 		$32.4M Buy
333,127
+23,404
+8% +$2.29M 2.22% 13
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Amplius Wealth Advisors's DGRW Position: Q3 2026 in Review

Amplius Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.6% in Q3 2026, buying an estimated $2.29M and bringing the position to 333,127 shares worth $32.4M. The position accounts for 2.22% of the portfolio, ranked #13.

Amplius Wealth Advisors first reported a position in DGRW in Q4 2021 and has held it in 20 quarters since. The position peaked at $66.2M in Q2 2023. 702 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Amplius Wealth Advisors held 333,127 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $32.4M as of Q3 2026.
  • Amplius Wealth Advisors bought 23,404 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $2.29M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.22% of Amplius Wealth Advisors's portfolio in Q3 2026, its #13 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 20 quarters since.
  • Amplius Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $66.2M in Q2 2023.
  • 702 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.