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

Axxcess 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 		$1.12M Sell
11,755
-60
-0.5% -$5.67K 0.02% 502
2026
Q1 		$1.04M Sell
11,815
-166
-1% -$15.1K 0.03% 236
2025
Q4 		$1.07M Buy
11,981
+1,120
+10% +$99.8K 0.02% 496
2025
Q3 		$966K Sell
10,861
-3
-0% -$260 0.02% 449
2025
Q2 		$910K Sell
10,864
-64
-0.6% -$5.08K 0.02% 449
2025
Q1 		$873K Sell
10,928
-8,741
-44% -$716K 0.02% 424
2024
Q4 		$1.59M Buy
19,669
+10,776
+121% +$901K 0.04% 320
2024
Q3 		$740K Sell
8,893
-8
-0.1% -$641 0.02% 462
2024
Q2 		$695K Sell
8,901
-199
-2% -$15K 0.02% 456
2024
Q1 		$693K Buy
9,100
+39
+0.4% +$2.85K 0.02% 457
2023
Q4 		$637K Buy
+9,061
New +$598K 0.02% 456
2022
Q2 		– Sell
-6,183
Closed -$394K – 568
2022
Q1 		$394K Sell
6,183
-1,489
-19% -$94K 0.03% 413
2021
Q4 		$505K Buy
+7,672
New +$482K 0.04% 356

Other funds holding DGRW

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Axxcess Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.51% in Q2 2026, selling an estimated $5.67K and leaving 11,755 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #502.

Axxcess Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2024. 492 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Axxcess Wealth Management held 11,755 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.12M as of Q2 2026.
  • Axxcess Wealth Management sold 60 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.67K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Axxcess Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 13 quarters since.
  • Axxcess Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.59M in Q4 2024.
  • 492 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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