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

Arkadios 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
2026
Q1 		$3.23M Buy
36,823
+13,214
+56% +$1.2M 0.05% 362
2025
Q4 		$2.11M Sell
23,609
-172
-0.7% -$15.3K 0.04% 430
2025
Q3 		$2.12M Buy
23,781
+2,164
+10% +$188K 0.05% 381
2025
Q2 		$1.81M Buy
21,617
+2,125
+11% +$169K 0.05% 376
2025
Q1 		$1.56M Buy
19,492
+14,972
+331% +$1.23M 0.06% 348
2024
Q4 		$366K Buy
4,520
+551
+14% +$46.1K 0.02% 658
2024
Q3 		$330K Buy
+3,969
New +$318K 0.02% 674
2023
Q2 		– Sell
-4,930
Closed -$307K – 618
2023
Q1 		$307K Sell
4,930
-13
-0.3% -$799 0.04% 430
2022
Q4 		$298K Buy
4,943
+566
+13% +$33.8K 0.04% 408
2022
Q3 		$236K Sell
4,377
-1,699
-28% -$100K 0.04% 442
2022
Q2 		$348K Sell
6,076
-1,031
-15% -$62.5K 0.05% 358
2022
Q1 		$452K Sell
7,107
-1,447
-17% -$91.3K 0.06% 335
2021
Q4 		$563K Sell
8,554
-4,945
-37% -$311K 0.07% 302
2021
Q3 		$794K Sell
13,499
-1,478
-10% -$90.5K 0.11% 203
2021
Q2 		$893K Sell
14,977
-25,164
-63% -$1.49M 0.11% 224
2021
Q1 		$2.29M Buy
40,141
+3,690
+10% +$202K 0.38% 67
2020
Q4 		$1.97M Buy
36,451
+36,049
+8,967% +$1.87M 0.41% 66
2020
Q3 		$20.7K Sell
402
-226
-36% -$11K 0.01% 595
2020
Q2 		$29.4K Buy
628
+119
+23% +$5.15K 0.02% 469
2020
Q1 		$19.8K Sell
509
-412
-45% -$18.7K 0.01% 488
2019
Q4 		$45.6K Buy
+921
New +$43K 0.03% 326

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arkadios Wealth Advisors's DGRW Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 56% in Q1 2026, buying an estimated $1.2M and bringing the position to 36,823 shares worth $3.23M. The position accounts for 0.05% of the portfolio, ranked #362.

Arkadios Wealth Advisors first reported a position in DGRW in Q4 2019 and has held it in 21 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Arkadios Wealth Advisors held 36,823 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.23M as of Q1 2026.
  • Arkadios Wealth Advisors bought 13,214 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.2M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #362 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 21 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.