Beacon Pointe Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Beacon Pointe 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
2026 Q2	$1.5M	Buy	15,719 +1,269	+9%	+$120K	0.01%	870
2026 Q1	$1.27M	Sell	14,450 -1,481	-9%	-$135K	0.01%	905
2025 Q4	$1.42M	Sell	15,931 -2,735	-15%	-$244K	0.01%	716
2025 Q3	$1.66M	Buy	+18,666	New	+$1.62M	0.01%	591

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

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

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

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

Beacon Pointe Advisors's DGRW Position: Q2 2026 in Review

Beacon Pointe Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q2 2026, buying an estimated $120K and bringing the position to 15,719 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #870.

Beacon Pointe Advisors first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Beacon Pointe Advisors held 15,719 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.5M as of Q2 2026.
Beacon Pointe Advisors bought 1,269 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $120K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #870 holding.
Beacon Pointe Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.66M in Q3 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.