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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Pointe Advisors's DGRW Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 9.3% in Q1 2026, selling an estimated $135K and leaving 14,450 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #905.

Beacon Pointe Advisors first reported a position in DGRW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Beacon Pointe Advisors held 14,450 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.27M as of Q1 2026.
Beacon Pointe Advisors sold 1,481 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $135K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #905 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 3 quarters since.
Beacon Pointe Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.66M in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.