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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
Q2 		$1.87M Sell
19,565
-4,069
-17% -$384K 0.02% 502
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Apollon Wealth Management's DGRW Position: Q2 2026 in Review

Apollon Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 17% in Q2 2026, selling an estimated $384K and leaving 19,565 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #502.

Apollon Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.17M in Q1 2025. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Apollon Wealth Management held 19,565 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.87M as of Q2 2026.
  • Apollon Wealth Management sold 4,069 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $384K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #502 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 13 quarters since.
  • Apollon Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.17M in Q1 2025.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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