Atlas Private Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atlas Private Wealth 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	$922K	Sell	9,639 -349	-3%	-$33K	0.2%	65
2026 Q1	$877K	Buy	9,988 +22	+0.2%	+$2K	0.21%	63
2025 Q4	$891K	Sell	9,966 -66	-0.7%	-$5.88K	0.21%	60
2025 Q3	$892K	Sell	10,032 -9,676	-49%	-$839K	0.22%	61
2025 Q2	$1.65M	Buy	19,708 +628	+3%	+$49.8K	0.21%	60
2025 Q1	$1.52M	Buy	19,080 +968	+5%	+$79.3K	0.21%	58
2024 Q4	$1.47M	Buy	18,112 +2,466	+16%	+$206K	0.21%	65
2024 Q3	$1.3M	Buy	15,646 +2,080	+15%	+$167K	0.19%	58
2024 Q2	$1.06M	Buy	13,566 +9,605	+242%	+$726K	0.17%	59
2024 Q1	$302K	Buy	+3,961	New	+$289K	0.1%	85

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Atlas Private Wealth Advisors's DGRW Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, selling an estimated $33K and leaving 9,639 shares worth $922K. The position accounts for 0.2% of the portfolio, ranked #65.

Atlas Private Wealth Advisors first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q2 2025. 328 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Atlas Private Wealth Advisors held 9,639 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $922K as of Q2 2026.
Atlas Private Wealth Advisors sold 349 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $33K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.2% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Atlas Private Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
Atlas Private Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.65M in Q2 2025.
328 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.