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

Apollon 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
2026 Q2	$957K	Buy	10,009 +4,596	+85%	+$434K	0.11%	146
2026 Q1	$475K	Sell	5,413 -458	-8%	-$41.6K	0.07%	188
2025 Q4	$525K	Sell	5,871 -25	-0.4%	-$2.23K	0.08%	174
2025 Q3	$525K	Sell	5,896 -1	-0%	-$87	0.09%	149
2025 Q2	$494K	Sell	5,897 -300	-5%	-$23.8K	0.1%	140
2025 Q1	$495K	Buy	6,197 +5	+0.1%	+$410	0.12%	125
2024 Q4	$501K	Buy	6,192 +2,407	+64%	+$201K	0.12%	113
2024 Q3	$315K	Buy	+3,785	New	+$303K	0.09%	130

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

Apollon Financial's DGRW Position: Q2 2026 in Review

Apollon Financial increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 85% in Q2 2026, buying an estimated $434K and bringing the position to 10,009 shares worth $957K. The position accounts for 0.11% of the portfolio, ranked #146.

Apollon Financial first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Apollon Financial held 10,009 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $957K as of Q2 2026.
Apollon Financial bought 4,596 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $434K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.11% of Apollon Financial's portfolio in Q2 2026, its #146 holding.
Apollon Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.