Armis Advisers’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Armis Advisers’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 Q3	$994K	Sell	10,022 -1,206	-11%	-$118K	0.08%	167
2026 Q2	$1.08M	Sell	11,228 -1,703	-13%	-$161K	0.1%	158
2026 Q1	$1.24M	Sell	12,931 -396	-3%	-$36K	0.12%	133
2025 Q4	$1.16M	Sell	13,327 -83,897	-86%	-$7.48M	0.13%	126
2025 Q3	$8.65M	Sell	97,224 -4,089	-4%	-$355K	0.79%	32
2025 Q2	$8.5M	Buy	101,313 +6,895	+7%	+$547K	0.67%	31
2025 Q1	$7.52M	Buy	94,418 +60,861	+181%	+$4.99M	0.7%	33
2024 Q4	$2.72M	Buy	+33,557	New	+$2.81M	0.33%	70

Other funds holding DGRW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Armis Advisers's DGRW Position: Q3 2026 in Review

Armis Advisers reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q3 2026, selling an estimated $118K and leaving 10,022 shares worth $994K. The position accounts for 0.08% of the portfolio, ranked #167.

Armis Advisers first reported a position in DGRW in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.65M in Q3 2025. 703 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Armis Advisers held 10,022 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $994K as of Q3 2026.
Armis Advisers sold 1,206 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $118K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of Armis Advisers's portfolio in Q3 2026, its #167 holding.
Armis Advisers first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 8 quarters since.
Armis Advisers's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.65M in Q3 2025.
703 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.