Atria Wealth Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.41M	Sell	40,492 -48,671	-55%	-$3.86M	0.08%	287
2025 Q1	$7.12M	Sell	89,163 -8,557	-9%	-$701K	0.09%	245
2024 Q4	$7.91M	Buy	97,720 +3,116	+3%	+$261K	0.09%	240
2024 Q3	$7.87M	Sell	94,604 -76,744	-45%	-$6.15M	0.09%	243
2024 Q2	$13.4M	Sell	171,348 -27,230	-14%	-$2.06M	0.15%	146
2024 Q1	$15.1M	Buy	198,578 +7,451	+4%	+$544K	0.17%	129
2023 Q4	$13.4M	Buy	191,127 +2,367	+1%	+$156K	0.17%	129
2023 Q3	$12M	Buy	188,760 +125,118	+197%	+$8.31M	0.17%	130
2023 Q2	$4.24M	Buy	63,642 +13,326	+26%	+$846K	0.06%	331
2023 Q1	$3.14M	Sell	50,316 -5,003	-9%	-$307K	0.05%	398
2022 Q4	$3.34M	Sell	55,319 -17,699	-24%	-$1.06M	0.05%	352
2022 Q3	$3.94M	Buy	73,018 +10,064	+16%	+$595K	0.07%	286
2022 Q2	$3.61M	Sell	62,954 -17,476	-22%	-$1.06M	0.07%	300
2022 Q1	$5.12M	Buy	+80,430	New	+$5.08M	0.09%	247

Other funds holding DGRW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's DGRW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 55% in Q2 2025, selling an estimated $3.86M and leaving 40,492 shares worth $3.41M. The position accounts for 0.08% of the portfolio, ranked #287.

Atria Wealth Solutions first reported a position in DGRW in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.1M in Q1 2024. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Atria Wealth Solutions held 40,492 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.41M as of Q2 2025.
Atria Wealth Solutions sold 48,671 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $3.86M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #287 holding.
Atria Wealth Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $15.1M in Q1 2024.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.