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B. Riley Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-3,511
Closed -$280K – 1113
2025
Q1 		$280K Buy
3,511
+531
+18% +$43.5K 0.01% 1004
2024
Q4 		$241K Sell
2,980
-98
-3% -$8.2K 0.01% 958
2024
Q3 		$255K Sell
3,078
-155
-5% -$12.4K 0.01% 1032
2024
Q2 		$252K Sell
3,233
-2,944
-48% -$222K 0.01% 1108
2024
Q1 		$392K Buy
6,177
+600
+11% +$43.8K 0.01% 917
2023
Q4 		$392K Sell
5,577
-600
-10% -$39.6K 0.01% 933
2023
Q3 		$392K Buy
6,177
+32
+0.5% +$2.13K 0.01% 917
2023
Q2 		$410K Buy
6,145
+424
+7% +$26.9K 0.01% 962
2023
Q1 		$357K Buy
5,721
+988
+21% +$60.7K 0.01% 971
2022
Q4 		$286K Buy
+4,733
New +$282K 0.01% 1065
2022
Q2 		– Sell
-5,614
Closed -$358K – 1267
2022
Q1 		$358K Buy
5,614
+142
+3% +$8.96K 0.01% 928
2021
Q4 		$361K Buy
5,472
+40
+0.7% +$2.51K 0.01% 968
2021
Q3 		$320K Buy
5,432
+113
+2% +$6.92K 0.01% 1004
2021
Q2 		$318K Sell
5,319
-124
-2% -$7.33K 0.01% 992
2021
Q1 		$312K Sell
5,443
-235
-4% -$12.9K 0.01% 974
2020
Q4 		$307K Buy
+5,678
New +$294K 0.02% 744
2020
Q1 		– Sell
-37,009
Closed -$1.79M – 823
2019
Q4 		$1.79M Buy
37,009
+2,527
+7% +$118K 0.15% 151
2019
Q3 		$1.55M Buy
34,482
+6,673
+24% +$295K 0.15% 156
2019
Q2 		$1.21M Buy
27,809
+2,046
+8% +$88.6K 0.13% 166
2019
Q1 		$1.11M Buy
25,763
+6,829
+36% +$282K 0.14% 166
2018
Q4 		$726K Buy
18,934
+14,413
+319% +$596K 0.1% 212
2018
Q3 		$201K Buy
+4,521
New +$195K 0.02% 647

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B. Riley Wealth Advisors's DGRW Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 3,511 shares — an estimated $280K sold.

B. Riley Wealth Advisors first reported a position in DGRW in Q3 2018 and held it in 22 quarters. The position peaked at $1.79M in Q4 2019. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,511 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $280K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and held it in 22 quarters.
  • B. Riley Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.79M in Q4 2019.
  • 732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.