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Ashton Thomas Private Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ashton Thomas Private Wealth’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 		$833K Sell
8,710
-12,074
-58% -$1.14M 0.02% 609
2026
Q1 		$1.83M Buy
20,784
+40
+0.2% +$3.64K 0.04% 387
2025
Q4 		$1.86M Buy
20,744
+1,067
+5% +$95.1K 0.05% 338
2025
Q3 		$1.75M Buy
19,677
+800
+4% +$69.4K 0.05% 349
2025
Q2 		$1.58M Sell
18,877
-1,975
-9% -$157K 0.06% 321
2025
Q1 		$1.67M Sell
20,852
-592
-3% -$48.5K 0.06% 281
2024
Q4 		$1.74M Sell
21,444
-277
-1% -$23.2K 0.07% 294
2024
Q3 		$1.81M Sell
21,721
-18
-0.1% -$1.44K 0.1% 227
2024
Q2 		$1.7M Buy
21,739
+1,434
+7% +$108K 0.09% 226
2024
Q1 		$1.55M Buy
20,305
+461
+2% +$33.6K 0.09% 236
2023
Q4 		$1.39M Buy
19,844
+365
+2% +$24.1K 0.09% 241
2023
Q3 		$1.24M Buy
19,479
+1,617
+9% +$107K 0.09% 242
2023
Q2 		$1.19M Buy
17,862
+453
+3% +$28.8K 0.09% 236
2023
Q1 		$1.09M Buy
17,409
+176
+1% +$10.8K 0.1% 239
2022
Q4 		$1.04M Sell
17,233
-3,003
-15% -$179K 0.1% 224
2022
Q3 		$1.09M Buy
20,236
+94
+0.5% +$5.56K 0.12% 199
2022
Q2 		$1.15M Buy
20,142
+7
+0% +$424 0.12% 194
2022
Q1 		$1.28M Buy
20,135
+3,312
+20% +$209K 0.11% 213
2021
Q4 		$1.11M Buy
16,823
+7,808
+87% +$490K 0.11% 218
2021
Q3 		$530K Buy
9,015
+2,417
+37% +$148K 0.08% 254
2021
Q2 		$394K Buy
+6,598
New +$390K 0.06% 263

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

Ashton Thomas Private Wealth's DGRW Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 58% in Q2 2026, selling an estimated $1.14M and leaving 8,710 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #609.

Ashton Thomas Private Wealth first reported a position in DGRW in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q4 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Ashton Thomas Private Wealth held 8,710 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $833K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 12,074 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.14M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #609 holding.
  • Ashton Thomas Private Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2021 and has held it in 21 quarters since.
  • Ashton Thomas Private Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.86M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.