AssuredPartners Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

AssuredPartners Investment 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	$1.6M	Sell	18,098 -499	-3%	-$45.4K	0.17%	137
2025 Q4	$1.66M	Buy	+18,597	New	+$1.66M	0.25%	100
2025 Q3	–	Sell	-4,061	Closed	-$340K	–	273
2025 Q2	$340K	Sell	4,061 -16,833	-81%	-$1.34M	0.08%	172
2025 Q1	$1.67M	Sell	20,894 -1,460	-7%	-$120K	0.32%	88
2024 Q4	$1.81M	Buy	+22,354	New	+$1.87M	0.35%	79

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssuredPartners Investment Advisors's DGRW Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.7% in Q1 2026, selling an estimated $45.4K and leaving 18,098 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #137.

AssuredPartners Investment Advisors first reported a position in DGRW in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2024. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

AssuredPartners Investment Advisors held 18,098 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.6M as of Q1 2026.
AssuredPartners Investment Advisors sold 499 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $45.4K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #137 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.81M in Q4 2024.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.