AAS
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Avantax Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Avantax Advisory Services’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 		$40.8M Buy
487,073
+31,681
+7% +$2.51M 0.22% 70
2025
Q1 		$36.4M Buy
455,392
+36,581
+9% +$3M 0.22% 70
2024
Q4 		$33.9M Buy
418,811
+37,411
+10% +$3.13M 0.21% 70
2024
Q3 		$31.7M Buy
381,400
+20,343
+6% +$1.63M 0.21% 74
2024
Q2 		$28.2M Buy
361,057
+33,083
+10% +$2.5M 0.2% 77
2024
Q1 		$25M Buy
327,974
+37,288
+13% +$2.72M 0.22% 68
2023
Q4 		$20.4M Buy
290,686
+32,490
+13% +$2.15M 0.2% 80
2023
Q3 		$16.4M Buy
258,196
+185,818
+257% +$12.3M 0.18% 93
2023
Q2 		$4.82M Buy
72,378
+4,755
+7% +$302K 0.06% 261
2023
Q1 		$4.22M Buy
67,623
+1,065
+2% +$65.5K 0.05% 279
2022
Q4 		$4.02M Buy
66,558
+2,411
+4% +$144K 0.05% 265
2022
Q3 		$3.46M Sell
64,147
-5,088
-7% -$301K 0.05% 264
2022
Q2 		$3.97M Buy
69,235
+8,837
+15% +$536K 0.06% 242
2022
Q1 		$3.84M Buy
60,398
+6,774
+13% +$427K 0.05% 251
2021
Q4 		$3.53M Buy
53,624
+7,553
+16% +$474K 0.05% 257
2021
Q3 		$2.72M Buy
46,071
+7,652
+20% +$468K 0.05% 284
2021
Q2 		$2.29M Sell
38,419
-4,599
-11% -$272K 0.04% 304
2021
Q1 		$2.46M Buy
43,018
+2,097
+5% +$115K 0.05% 257
2020
Q4 		$2.21M Sell
40,921
-55,356
-57% -$2.87M 0.05% 254
2020
Q3 		$4.77M Buy
96,277
+74,888
+350% +$3.63M 0.08% 216
2020
Q2 		$975K Buy
21,389
+4,843
+29% +$210K 0.03% 350
2020
Q1 		$646K Buy
16,546
+5,860
+55% +$266K 0.02% 384
2019
Q4 		$521K Buy
10,686
+5,701
+114% +$266K 0.01% 465
2019
Q3 		$227K Buy
+4,985
New +$221K 0.01% 505

Other funds holding DGRW

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's DGRW Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7% in Q2 2025, buying an estimated $2.51M and bringing the position to 487,073 shares worth $40.8M. The position accounts for 0.22% of the portfolio, ranked #70.

Avantax Advisory Services first reported a position in DGRW in Q3 2019 and has held it in 24 quarters since. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Avantax Advisory Services held 487,073 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $40.8M as of Q2 2025.
  • Avantax Advisory Services bought 31,681 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $2.51M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.22% of Avantax Advisory Services's portfolio in Q2 2025, its #70 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2019 and has held it in 24 quarters since.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.