AssetMark Inc
DGRW icon

AssetMark Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

AssetMark Inc’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 		$317K Buy
3,316
+2,306
+228% +$218K ﹤0.01% 1323
2026
Q1 		$88.7K Buy
1,010
+455
+82% +$41.4K ﹤0.01% 1581
2025
Q4 		$49.6K Buy
555
+152
+38% +$13.5K ﹤0.01% 1721
2025
Q3 		$35.9K Buy
403
+373
+1,243% +$32.4K ﹤0.01% 1750
2025
Q2 		$2.51K Sell
30
-598
-95% -$47.4K ﹤0.01% 2365
2025
Q1 		$50.2K Buy
628
+577
+1,131% +$47.3K ﹤0.01% 1441
2024
Q4 		$4.13K Buy
+51
New +$4.26K ﹤0.01% 1978
2023
Q4 		– Sell
-178
Closed -$11.3K – 1871
2023
Q3 		$11.3K Sell
178
-505
-74% -$33.6K ﹤0.01% 1315
2023
Q2 		$45.5K Buy
+683
New +$43.4K ﹤0.01% 1104
2023
Q1 		– Sell
-97
Closed -$5.86K – 1612
2022
Q4 		$5.86K Buy
97
+96
+9,600% +$5.73K ﹤0.01% 1339
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1534
2022
Q2 		$0 Sell
1
-2,627
-100% -$159K ﹤0.01% 1510
2022
Q1 		$167K Buy
2,628
+2,617
+23,791% +$165K ﹤0.01% 746
2021
Q4 		$1K Buy
+11
New +$691 ﹤0.01% 1421
2016
Q2 		– Sell
-60
Closed -$2K – 1184
2016
Q1 		$2K Buy
+60
New +$1.76K ﹤0.01% 1061

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

AssetMark Inc's DGRW Position: Q2 2026 in Review

AssetMark Inc increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 228% in Q2 2026, buying an estimated $218K and bringing the position to 3,316 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

AssetMark Inc first reported a position in DGRW in Q1 2016 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • AssetMark Inc held 3,316 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $317K as of Q2 2026.
  • AssetMark Inc bought 2,306 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $218K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1323 holding.
  • AssetMark Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and has held it in 15 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.