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

Aries 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 		$4.61M Sell
48,161
-466
-1% -$44K 0.9% 28
2026
Q1 		$4.27M Sell
48,627
-1,818
-4% -$165K 0.94% 27
2025
Q4 		$4.51M Sell
50,445
-941
-2% -$83.9K 1% 28
2025
Q3 		$4.57M Sell
51,386
-203
-0.4% -$17.6K 1.08% 25
2025
Q2 		$4.32M Sell
51,589
-7,059
-12% -$560K 1.13% 23
2025
Q1 		$4.68M Sell
58,648
-588
-1% -$48.2K 1.27% 21
2024
Q4 		$4.79M Sell
59,236
-251
-0.4% -$21K 1.32% 19
2024
Q3 		$4.95M Buy
59,487
+60
+0.1% +$4.81K 1.36% 16
2024
Q2 		$4.64M Buy
59,427
+2,226
+4% +$168K 1.46% 16
2024
Q1 		$4.36M Buy
57,201
+1,952
+4% +$142K 1.4% 15
2023
Q4 		$3.88M Buy
55,249
+5,180
+10% +$342K 1.38% 14
2023
Q3 		$3.24M Buy
50,069
+5,827
+13% +$387K 1.27% 20
2023
Q2 		$2.95M Buy
44,242
+1,618
+4% +$103K 1.14% 22
2023
Q1 		$2.66M Buy
42,624
+1,750
+4% +$108K 1.09% 23
2022
Q4 		$2.47M Buy
40,874
+2,095
+5% +$125K 1.06% 23
2022
Q3 		$2.32M Buy
38,779
+6,252
+19% +$370K 1.03% 26
2022
Q2 		$1.86M Buy
+32,527
New +$1.97M 0.85% 33
2022
Q1 		– Sell
-6,917
Closed -$456K – 109
2021
Q4 		$456K Buy
+6,917
New +$434K 0.17% 119

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 $2.02B AUM
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

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

Aries Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.96% in Q2 2026, selling an estimated $44K and leaving 48,161 shares worth $4.61M. The position accounts for 0.9% of the portfolio, ranked #28.

Aries Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.95M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Aries Wealth Management held 48,161 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.61M as of Q2 2026.
  • Aries Wealth Management sold 466 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $44K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.9% of Aries Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Aries Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • Aries Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $4.95M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.