AWE
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Avidian Wealth Enterprises’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Avidian Wealth Enterprises’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 		$11.9M Buy
135,254
+6,935
+5% +$631K 0.38% 47
2025
Q4 		$11.5M Buy
128,319
+1,447
+1% +$129K 0.42% 42
2025
Q3 		$11.3M Buy
126,872
+8,917
+8% +$773K 0.43% 39
2025
Q2 		$9.88M Buy
117,955
+2,553
+2% +$203K 0.4% 41
2025
Q1 		$9.22M Buy
115,402
+482
+0.4% +$39.5K 0.41% 42
2024
Q4 		$9.3M Buy
114,920
+13,268
+13% +$1.11M 0.42% 42
2024
Q3 		$8.46M Buy
101,652
+12,880
+15% +$1.03M 0.38% 43
2024
Q2 		$6.93M Buy
88,772
+7,897
+10% +$597K 0.29% 52
2024
Q1 		$6.16M Buy
80,875
+23,870
+42% +$1.74M 0.3% 51
2023
Q4 		$4.01M Buy
57,005
+24,655
+76% +$1.63M 0.25% 71
2023
Q3 		$2.05M Buy
32,350
+14,796
+84% +$983K 0.14% 98
2023
Q2 		$1.17M Sell
17,554
-58,661
-77% -$3.73M 0.08% 158
2023
Q1 		$4.75M Buy
76,215
+482
+0.6% +$29.6K 0.26% 77
2022
Q4 		$4.57M Sell
75,733
-734
-1% -$43.8K 0.3% 73
2022
Q3 		$4.12M Sell
76,467
-385,272
-83% -$22.8M 0.3% 61
2022
Q2 		$26.5M Buy
461,739
+26,654
+6% +$1.62M 1.87% 9
2022
Q1 		$27.7M Buy
435,085
+424,408
+3,975% +$26.8M 1.7% 9
2021
Q4 		$703K Buy
+10,677
New +$671K 0.04% 241

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

Avidian Wealth Enterprises's DGRW Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.4% in Q1 2026, buying an estimated $631K and bringing the position to 135,254 shares worth $11.9M. The position accounts for 0.38% of the portfolio, ranked #47.

Avidian Wealth Enterprises first reported a position in DGRW in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.7M in Q1 2022. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Avidian Wealth Enterprises held 135,254 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.9M as of Q1 2026.
  • Avidian Wealth Enterprises bought 6,935 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $631K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.38% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #47 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $27.7M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.