Apexium Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Apexium Financial’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
2025 Q3	$2.35M	Sell	26,388 -1,307	-5%	-$113K	0.11%	85
2025 Q2	$2.32M	Sell	27,695 -3,234	-10%	-$257K	0.12%	83
2025 Q1	$2.47M	Buy	30,929 +12,910	+72%	+$1.06M	0.15%	70
2024 Q4	$1.46M	Buy	+18,019	New	+$1.51M	0.09%	86

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apexium Financial's DGRW Position: Q3 2025 in Review

Apexium Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q3 2025, selling an estimated $113K and leaving 26,388 shares worth $2.35M. The position accounts for 0.11% of the portfolio, ranked #85.

Apexium Financial first reported a position in DGRW in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.47M in Q1 2025. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

Apexium Financial held 26,388 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.35M as of Q3 2025.
Apexium Financial sold 1,307 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $113K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Apexium Financial's portfolio in Q3 2025, its #85 holding.
Apexium Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 4 quarters since.
Apexium Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.47M in Q1 2025.
723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.