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Astoria Portfolio Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Astoria Portfolio 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 		$2.14M Buy
22,341
+567
+3% +$53.6K 0.36% 44
2026
Q1 		$2.04M Buy
21,774
+29
+0.1% +$2.64K 0.43% 35
2025
Q4 		$2.01M Sell
21,745
-10,429
-32% -$930K 0.46% 32
2025
Q3 		$2.87M Buy
32,174
+14
+0% +$1.21K 0.75% 21
2025
Q2 		$2.76M Sell
32,160
-1,105
-3% -$87.7K 0.78% 22
2025
Q1 		$2.53M Sell
33,265
-1,642
-5% -$135K 0.86% 21
2024
Q4 		$2.82M Sell
34,907
-38,782
-53% -$3.24M 1.01% 19
2024
Q3 		$6.19M Sell
73,689
-28,850
-28% -$2.31M 2.11% 12
2024
Q2 		$8M Buy
102,539
+21,579
+27% +$1.63M 2.86% 10
2024
Q1 		$5.91M Sell
80,960
-44,727
-36% -$3.26M 2.29% 12
2023
Q4 		$9.08M Sell
125,687
-55,118
-30% -$3.64M 3.68% 5
2023
Q3 		$11.2M Sell
180,805
-255,889
-59% -$17M 5.4% 4
2023
Q2 		$29.2M Buy
436,694
+34,542
+9% +$2.19M 11.32% 1
2023
Q1 		$25M Buy
402,152
+86,469
+27% +$5.31M 10.55% 1
2022
Q4 		$19.3M Buy
315,683
+133,091
+73% +$7.94M 9.04% 1
2022
Q3 		$9.84M Buy
182,592
+32,416
+22% +$1.92M 6.69% 2
2022
Q2 		$8.61M Buy
150,176
+12,666
+9% +$768K 6.28% 2
2022
Q1 		$8.76M Buy
137,510
+6,119
+5% +$386K 6.84% 2
2021
Q4 		$8.65M Buy
+131,391
New +$8.25M 6.86% 2

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

Astoria Portfolio Advisors's DGRW Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.6% in Q2 2026, buying an estimated $53.6K and bringing the position to 22,341 shares worth $2.14M. The position accounts for 0.36% of the portfolio, ranked #44.

Astoria Portfolio Advisors first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.2M in Q2 2023. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Astoria Portfolio Advisors held 22,341 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.14M as of Q2 2026.
  • Astoria Portfolio Advisors bought 567 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $53.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.36% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #44 holding.
  • Astoria Portfolio Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Astoria Portfolio Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $29.2M in Q2 2023.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.