AFW
DGRW icon

Avantra Family Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Avantra Family Wealth’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 		$1.06M Buy
11,132
+69
+0.6% +$6.52K 0.68% 41
2026
Q1 		$972K Sell
11,063
-977
-8% -$88.8K 0.72% 37
2025
Q4 		$1.08M Sell
12,040
-45
-0.4% -$4.01K 0.78% 40
2025
Q3 		$1.08M Sell
12,085
-39
-0.3% -$3.38K 0.8% 34
2025
Q2 		$1.02M Buy
12,124
+45
+0.4% +$3.57K 0.84% 27
2025
Q1 		$965K Buy
12,079
+323
+3% +$26.5K 0.93% 35
2024
Q4 		$951K Buy
+11,756
New +$983K 0.89% 31

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IA
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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Avantra Family Wealth's DGRW Position: Q2 2026 in Review

Avantra Family Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.62% in Q2 2026, buying an estimated $6.52K and bringing the position to 11,132 shares worth $1.06M. The position accounts for 0.68% of the portfolio, ranked #41.

Avantra Family Wealth first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Avantra Family Wealth held 11,132 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.06M as of Q2 2026.
  • Avantra Family Wealth bought 69 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.52K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.68% of Avantra Family Wealth's portfolio in Q2 2026, its #41 holding.
  • Avantra Family Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.08M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.