Arax Advisory Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$668K Buy
6,989
+4,363
+166% +$412K ﹤0.01% 1446
2026
Q1
$241K Sell
2,626
-1,895
-42% -$172K 0.01% 984
2025
Q4
$404K Buy
+4,521
New +$403K 0.01% 686
2025
Q3
Sell
-306
Closed -$25.7K 3749
2025
Q2
$25.7K Buy
306
+1
+0.3% +$79 ﹤0.01% 1545
2025
Q1
$24.4K Buy
+305
New +$25K ﹤0.01% 1215
2024
Q1
Sell
-52
Closed -$3.65K 1333
2023
Q4
$3.65K Buy
+52
New +$3.43K ﹤0.01% 944

Other funds holding DGRW

Arax Advisory Partners's DGRW Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 166% in Q2 2026, buying an estimated $412K and bringing the position to 6,989 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Arax Advisory Partners first reported a position in DGRW in Q4 2023 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Arax Advisory Partners held 6,989 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $668K as of Q2 2026.
  • Arax Advisory Partners bought 4,363 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $412K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1446 holding.
  • Arax Advisory Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 6 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.