Axis Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Axis Wealth 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 Q2	$6.86M	Sell	71,749 -413	-0.6%	-$39K	3.29%	3
2026 Q1	$6.34M	Buy	72,162 +320	+0.4%	+$29.1K	3.37%	4
2025 Q4	$6.42M	Buy	71,842 +903	+1%	+$80.5K	3.55%	2
2025 Q3	$6.31M	Buy	70,939 +2,966	+4%	+$257K	3.69%	2
2025 Q2	$5.69M	Buy	67,973 +3,953	+6%	+$314K	3.74%	1
2025 Q1	$5.11M	Buy	64,020 +4,612	+8%	+$378K	3.78%	2
2024 Q4	$4.81M	Buy	+59,408	New	+$4.97M	4.05%	1

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axis Wealth Partners's DGRW Position: Q2 2026 in Review

Axis Wealth Partners reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.57% in Q2 2026, selling an estimated $39K and leaving 71,749 shares worth $6.86M. The position accounts for 3.29% of the portfolio, ranked #3.

Axis Wealth Partners first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Axis Wealth Partners held 71,749 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.86M as of Q2 2026.
Axis Wealth Partners sold 413 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $39K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.29% of Axis Wealth Partners's portfolio in Q2 2026, its #3 holding.
Axis Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.