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

Annex 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 		– Sell
-2,355
Closed -$207K – 367
2026
Q1 		$207K Hold
2,355
– – ﹤0.01% 361
2025
Q4 		$211K Hold
2,355
– – ﹤0.01% 346
2025
Q3 		$210K Sell
2,355
-45
-2% -$3.9K ﹤0.01% 302
2025
Q2 		$201K Buy
+2,400
New +$190K ﹤0.01% 309

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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

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

Annex Advisory Services sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 2,355 shares — an estimated $207K sold.

Annex Advisory Services first reported a position in DGRW in Q2 2025 and held it in 4 quarters. The position peaked at $211K in Q4 2025. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Annex Advisory Services reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,355 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $207K.
  • Annex Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and held it in 4 quarters.
  • Annex Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $211K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.