Belpointe Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Belpointe Asset Management’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	$31.3M	Sell	327,342 -5,612	-2%	-$530K	1.02%	18
2026 Q1	$29.2M	Buy	332,954 +4,116	+1%	+$374K	1.07%	17
2025 Q4	$29.4M	Buy	328,838 +11,170	+4%	+$996K	1.06%	18
2025 Q3	$28.3M	Buy	317,668 +35,609	+13%	+$3.09M	1.08%	18
2025 Q2	$23.6M	Buy	+282,059	New	+$22.4M	0.98%	21
2023 Q2	–	Sell	-4,005	Closed	-$250K	–	1240
2023 Q1	$250K	Sell	4,005 -1,170	-23%	-$71.9K	0.01%	833
2022 Q4	$312K	Buy	5,175 +2,312	+81%	+$138K	0.02%	713
2022 Q3	$155K	Buy	2,863 +885	+45%	+$52.3K	0.01%	949
2022 Q2	$113K	Sell	1,978 -5,169	-72%	-$313K	0.01%	1065
2022 Q1	$455K	Buy	+7,147	New	+$451K	0.03%	568

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

Belpointe Asset Management's DGRW Position: Q2 2026 in Review

Belpointe Asset Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, selling an estimated $530K and leaving 327,342 shares worth $31.3M. The position accounts for 1.02% of the portfolio, ranked #18.

Belpointe Asset Management first reported a position in DGRW in Q1 2022 and has held it in 10 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Belpointe Asset Management held 327,342 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $31.3M as of Q2 2026.
Belpointe Asset Management sold 5,612 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $530K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.02% of Belpointe Asset Management's portfolio in Q2 2026, its #18 holding.
Belpointe Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 10 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.