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

Apollon Wealth Management’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 Q1	$2.08M	Sell	23,634 -7,057	-23%	-$642K	0.03%	373
2025 Q4	$2.74M	Sell	30,691 -4,122	-12%	-$367K	0.05%	309
2025 Q3	$3.1M	Sell	34,813 -1,539	-4%	-$133K	0.06%	284
2025 Q2	$3.04M	Sell	36,352 -3,329	-8%	-$264K	0.06%	272
2025 Q1	$3.17M	Buy	39,681 +18,345	+86%	+$1.5M	0.07%	249
2024 Q4	$1.73M	Buy	21,336 +375	+2%	+$31.4K	0.04%	368
2024 Q3	$1.74M	Buy	20,961 +3,083	+17%	+$247K	0.05%	342
2024 Q2	$1.4M	Buy	17,878 +5,900	+49%	+$446K	0.04%	368
2024 Q1	$913K	Sell	11,978 -2,556	-18%	-$186K	0.03%	501
2023 Q4	$1.02M	Buy	+14,534	New	+$960K	0.04%	447
2022 Q2	–	Sell	-5,717	Closed	-$364K	–	765
2022 Q1	$364K	Sell	5,717 -2,304	-29%	-$145K	0.03%	538
2021 Q4	$528K	Buy	+8,021	New	+$504K	0.04%	453

Other funds holding DGRW

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

Apollon Wealth Management's DGRW Position: Q1 2026 in Review

Apollon Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 23% in Q1 2026, selling an estimated $642K and leaving 23,634 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #373.

Apollon Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.17M in Q1 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Apollon Wealth Management held 23,634 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.08M as of Q1 2026.
Apollon Wealth Management sold 7,057 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $642K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #373 holding.
Apollon Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 12 quarters since.
Apollon Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.17M in Q1 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.