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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axis Wealth Partners's DGRW Position: Q1 2026 in Review

Axis Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.45% in Q1 2026, buying an estimated $29.1K and bringing the position to 72,162 shares worth $6.34M. The position accounts for 3.37% of the portfolio, ranked #4.

Axis Wealth Partners first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.42M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Axis Wealth Partners held 72,162 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.34M as of Q1 2026.
Axis Wealth Partners bought 320 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $29.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.37% of Axis Wealth Partners's portfolio in Q1 2026, its #4 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 6 quarters since.
Axis Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.42M in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.