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Beaumont Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Beaumont Financial 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
-8,326
Closed -$741K – 381
2025
Q3 		$741K Hold
8,326
– – 0.05% 193
2025
Q2 		$697K Hold
8,326
– – 0.05% 189
2025
Q1 		$665K Hold
8,326
– – 0.05% 190
2024
Q4 		$674K Hold
8,326
– – 0.05% 186
2024
Q3 		$693K Hold
8,326
– – 0.05% 176
2024
Q2 		$650K Hold
8,326
– – 0.05% 188
2024
Q1 		$634K Hold
8,326
– – 0.05% 183
2023
Q4 		$585K Hold
8,326
– – 0.05% 180
2023
Q3 		$529K Hold
8,326
– – 0.05% 173
2023
Q2 		$555K Sell
8,326
-386
-4% -$24.5K 0.05% 178
2023
Q1 		$543K Sell
8,712
-558
-6% -$34.3K 0.06% 163
2022
Q4 		$560K Buy
9,270
+559
+6% +$33.3K 0.06% 165
2022
Q3 		$470K Sell
8,711
-95
-1% -$5.62K 0.05% 176
2022
Q2 		$505K Sell
8,806
-160,408
-95% -$9.72M 0.05% 176
2022
Q1 		$10.8M Buy
169,214
+160,503
+1,843% +$10.1M 0.82% 37
2021
Q4 		$574K Sell
8,711
-223
-2% -$14K 0.04% 192
2021
Q3 		$526K Buy
8,934
+223
+3% +$13.7K 0.04% 194
2021
Q2 		$520K Hold
8,711
– – 0.04% 205
2021
Q1 		$498K Sell
8,711
-138,582
-94% -$7.6M 0.04% 195
2020
Q4 		$7.95M Buy
147,293
+32,479
+28% +$1.68M 0.71% 50
2020
Q3 		$5.69M Sell
114,814
-45,733
-28% -$2.22M 0.54% 58
2020
Q2 		$7.3M Buy
160,547
+151,836
+1,743% +$6.57M 0.76% 46
2020
Q1 		$339K Buy
8,711
+4,059
+87% +$184K 0.04% 175
2019
Q4 		$225K Hold
4,652
– – 0.02% 255
2019
Q3 		$210K Hold
4,652
– – 0.02% 254
2019
Q2 		$203K Hold
4,652
– – 0.02% 240
2019
Q1 		$200K Buy
+4,652
New +$192K 0.02% 222

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beaumont Financial Advisors's DGRW Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 8,326 shares — an estimated $741K sold.

Beaumont Financial Advisors first reported a position in DGRW in Q1 2019 and held it in 27 quarters. The position peaked at $10.8M in Q1 2022. 767 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 8,326 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $741K.
  • Beaumont Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and held it in 27 quarters.
  • Beaumont Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.8M in Q1 2022.
  • 767 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.