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 Q2	$1.74M	Buy	18,234 +136	+0.8%	+$12.8K	0.17%	142
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssuredPartners Investment Advisors's DGRW Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.75% in Q2 2026, buying an estimated $12.8K and bringing the position to 18,234 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #142.

AssuredPartners Investment Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q4 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

AssuredPartners Investment Advisors held 18,234 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.74M as of Q2 2026.
AssuredPartners Investment Advisors bought 136 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $12.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #142 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 6 quarters since.
AssuredPartners Investment Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.81M in Q4 2024.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.