B.O.S.S. Retirement Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

B.O.S.S. Retirement Advisors’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
2025 Q4	–	Sell	-4,280	Closed	-$381K	–	184
2025 Q3	$381K	Sell	4,280 -761	-15%	-$66K	0.09%	140
2025 Q2	$422K	Sell	5,041 -992	-16%	-$78.7K	0.11%	127
2025 Q1	$482K	Buy	6,033 +1,119	+23%	+$91.7K	0.14%	105
2024 Q4	$398K	Buy	+4,914	New	+$411K	0.11%	122
2024 Q1	–	Sell	-4,792	Closed	-$337K	–	154
2023 Q4	$337K	Buy	+4,792	New	+$316K	0.07%	199

Other funds holding DGRW

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

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

B.O.S.S. Retirement Advisors's DGRW Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 4,280 shares — an estimated $381K sold.

B.O.S.S. Retirement Advisors first reported a position in DGRW in Q4 2023 and held it in 5 quarters. The position peaked at $482K in Q1 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 4,280 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $381K.
B.O.S.S. Retirement Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $482K in Q1 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.