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Ausdal Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ausdal Financial Partners’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
Q1 		$4.66M Sell
53,023
-5,086
-9% -$462K 0.21% 122
2025
Q4 		$5.2M Sell
58,109
-2,639
-4% -$235K 0.24% 100
2025
Q3 		$5.4M Buy
60,748
+611
+1% +$53K 0.26% 86
2025
Q2 		$5.04M Buy
60,137
+7,096
+13% +$563K 0.34% 68
2025
Q1 		$4.24M Sell
53,041
-3,050
-5% -$250K 0.32% 67
2024
Q4 		$4.54M Buy
56,091
+7,499
+15% +$627K 0.39% 57
2024
Q3 		$4.04M Buy
48,592
+1,816
+4% +$145K 0.42% 48
2024
Q2 		$3.65M Buy
46,776
+1,202
+3% +$90.8K 0.39% 58
2024
Q1 		$3.47M Buy
45,574
+1,877
+4% +$137K 0.4% 60
2023
Q4 		$3.07M Buy
43,697
+416
+1% +$27.5K 0.38% 61
2023
Q3 		$2.75M Buy
43,281
+2,734
+7% +$182K 0.38% 65
2023
Q2 		$2.7M Buy
40,547
+5,555
+16% +$353K 0.37% 65
2023
Q1 		$2.18M Sell
34,992
-903
-3% -$55.5K 0.3% 80
2022
Q4 		$2.17M Buy
35,895
+4,232
+13% +$252K 0.31% 79
2022
Q3 		$1.71M Buy
31,663
+1,982
+7% +$117K 0.27% 94
2022
Q2 		$1.7M Sell
29,681
-10
-0% -$606 0.26% 112
2022
Q1 		$1.89M Buy
29,691
+25
+0.1% +$1.58K 0.26% 103
2021
Q4 		$1.95M Sell
29,666
-1
-0% -$63 0.26% 106
2021
Q3 		$1.75M Sell
29,667
-208
-0.7% -$12.7K 0.26% 111
2021
Q2 		$1.78M Sell
29,875
-3,356
-10% -$198K 0.27% 108
2021
Q1 		$1.9M Sell
33,231
-10,743
-24% -$589K 0.32% 89
2020
Q4 		$2.37M Buy
43,974
+5,131
+13% +$266K 0.46% 57
2020
Q3 		$1.93M Buy
+38,843
New +$1.89M 0.47% 54

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ausdal Financial Partners's DGRW Position: Q1 2026 in Review

Ausdal Financial Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q1 2026, selling an estimated $462K and leaving 53,023 shares worth $4.66M. The position accounts for 0.21% of the portfolio, ranked #122.

Ausdal Financial Partners first reported a position in DGRW in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.4M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Ausdal Financial Partners held 53,023 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.66M as of Q1 2026.
  • Ausdal Financial Partners sold 5,086 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $462K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Ausdal Financial Partners's portfolio in Q1 2026, its #122 holding.
  • Ausdal Financial Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 23 quarters since.
  • Ausdal Financial Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $5.4M in Q3 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.