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Arete Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-5,002
Closed -$445K – 454
2025
Q3 		$445K Hold
5,002
– – 0.03% 479
2025
Q2 		$419K Hold
5,002
– – 0.03% 466
2025
Q1 		$399K Sell
5,002
-112
-2% -$9.18K 0.03% 451
2024
Q4 		$414K Buy
5,114
+1
+0% +$84 0.03% 463
2024
Q3 		$423K Hold
5,113
– – 0.04% 412
2024
Q2 		$399K Buy
+5,113
New +$386K 0.03% 442
2024
Q1 		– Sell
-5,139
Closed -$361K – 459
2023
Q4 		$361K Buy
+5,139
New +$339K 0.03% 493
2023
Q3 		– Sell
-5,487
Closed -$366K – 547
2023
Q2 		$366K Buy
5,487
+459
+9% +$29.2K 0.03% 434
2023
Q1 		$313K Sell
5,028
-87,992
-95% -$5.41M 0.03% 465
2022
Q4 		$5.61M Buy
93,020
+85,374
+1,117% +$5.09M 0.49% 37
2022
Q3 		$412K Sell
7,646
-8,228
-52% -$487K 0.04% 340
2022
Q2 		$914K Buy
15,874
+7,659
+93% +$464K 0.09% 164
2022
Q1 		$523K Buy
8,215
+817
+11% +$51.6K 0.04% 273
2021
Q4 		$489K Buy
7,398
+16
+0.2% +$1K 0.04% 291
2021
Q3 		$437K Buy
7,382
+30
+0.4% +$1.84K 0.05% 274
2021
Q2 		$300K Hold
7,352
– – 0.04% 266
2021
Q1 		$422K Sell
7,352
-500
-6% -$27.4K 0.05% 264
2020
Q4 		$417K Buy
7,852
+2,850
+57% +$148K 0.06% 262
2020
Q3 		$249K Buy
+5,002
New +$243K 0.04% 316
2020
Q1 		– Sell
-5,002
Closed -$243K – 355
2019
Q4 		$243K Sell
5,002
-62
-1% -$2.89K 0.04% 336
2019
Q3 		$228K Hold
5,064
– – 0.04% 342
2019
Q2 		$221K Hold
5,064
– – 0.04% 347
2019
Q1 		$218K Buy
+5,064
New +$209K 0.05% 343

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arete Wealth Advisors's DGRW Position: Q4 2025 in Review

Arete Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 5,002 shares — an estimated $445K sold.

Arete Wealth Advisors first reported a position in DGRW in Q1 2019 and held it in 23 quarters. The position peaked at $5.61M in Q4 2022. 770 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Arete Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,002 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $445K.
  • Arete Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 23 quarters.
  • Arete Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.61M in Q4 2022.
  • 770 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.