Archer Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Archer Investment 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	$839K	Sell	8,775 -457	-5%	-$43.2K	0.29%	66
2026 Q1	$811K	Sell	9,232 -27,360	-75%	-$2.49M	0.34%	59
2025 Q4	$3.27M	Sell	36,592 -23,636	-39%	-$2.11M	1.76%	20
2025 Q3	$5.36M	Buy	60,228 +1,883	+3%	+$163K	3.29%	11
2025 Q2	$4.89M	Sell	58,345 -22,422	-28%	-$1.78M	3.55%	9
2025 Q1	$6.45M	Sell	80,767 -34,637	-30%	-$2.84M	4.46%	9
2024 Q4	$9.34M	Buy	+115,404	New	+$9.65M	5.75%	6

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

Archer Investment Management's DGRW Position: Q2 2026 in Review

Archer Investment Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5% in Q2 2026, selling an estimated $43.2K and leaving 8,775 shares worth $839K. The position accounts for 0.29% of the portfolio, ranked #66.

Archer Investment Management first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.34M in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Archer Investment Management held 8,775 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $839K as of Q2 2026.
Archer Investment Management sold 457 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $43.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.29% of Archer Investment Management's portfolio in Q2 2026, its #66 holding.
Archer Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Archer Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $9.34M in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.