AWM
DGRW icon

Avior Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Avior Wealth Management’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 		$257K Sell
2,690
-2,147
-44% -$203K 0.01% 693
2026
Q1 		$425K Buy
4,837
+170
+4% +$15.5K 0.01% 575
2025
Q4 		$417K Hold
4,667
– – 0.01% 518
2025
Q3 		$415K Hold
4,667
– – 0.01% 499
2025
Q2 		$391K Hold
4,667
– – 0.01% 500
2025
Q1 		$373K Sell
4,667
-600
-11% -$49.2K 0.01% 492
2024
Q4 		$426K Buy
5,267
+2
+0% +$167 0.02% 494
2024
Q3 		$438K Buy
5,265
+479
+10% +$38.4K 0.02% 485
2024
Q2 		$374K Buy
4,786
+3
+0.1% +$227 0.02% 511
2024
Q1 		$364K Buy
4,783
+4
+0.1% +$292 0.02% 530
2023
Q4 		$336K Sell
4,779
-51
-1% -$3.37K 0.02% 423
2023
Q3 		$307K Buy
4,830
+1,886
+64% +$125K 0.02% 433
2023
Q2 		$196K Buy
2,944
+217
+8% +$13.8K 0.01% 525
2023
Q1 		$170K Buy
2,727
+1,852
+212% +$114K 0.01% 552
2022
Q4 		$52.8K Hold
875
– – ﹤0.01% 618
2022
Q3 		$47K Buy
+875
New +$51.7K ﹤0.01% 616

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avior Wealth Management's DGRW Position: Q2 2026 in Review

Avior Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 44% in Q2 2026, selling an estimated $203K and leaving 2,690 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #693.

Avior Wealth Management first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. The position peaked at $438K in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Avior Wealth Management held 2,690 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $257K as of Q2 2026.
  • Avior Wealth Management sold 2,147 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $203K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Avior Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
  • Avior Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $438K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.