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

Ballentine 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 		$1.43M Buy
14,979
+3,033
+25% +$287K 0.02% 292
2026
Q1 		$1.05M Buy
11,946
+846
+8% +$76.9K 0.01% 344
2025
Q4 		$993K Hold
11,100
– – 0.01% 326
2025
Q3 		$987K Buy
+11,100
New +$963K 0.01% 332

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Ballentine Partners's DGRW Position: Q2 2026 in Review

Ballentine Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 25% in Q2 2026, buying an estimated $287K and bringing the position to 14,979 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #292.

Ballentine Partners first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Ballentine Partners held 14,979 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.43M as of Q2 2026.
  • Ballentine Partners bought 3,033 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $287K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #292 holding.
  • Ballentine Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.