Atlantic Edge Private Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atlantic Edge Private Wealth Management’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	$7.75K	Hold	81	–	–	﹤0.01%	449
2026 Q1	$7.12K	Hold	81	–	–	﹤0.01%	434
2025 Q4	$7.24K	Hold	81	–	–	﹤0.01%	412
2025 Q3	$7.21K	Hold	81	–	–	﹤0.01%	399
2025 Q2	$6.78K	Hold	81	–	–	﹤0.01%	401
2025 Q1	$6.47K	Buy	+81	New	+$6.64K	﹤0.01%	385

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Atlantic Edge Private Wealth Management's DGRW Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 81 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Atlantic Edge Private Wealth Management first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Atlantic Edge Private Wealth Management held 81 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.75K as of Q2 2026.
Atlantic Edge Private Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #449 holding.
Atlantic Edge Private Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.