Benjamin Edwards Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Benjamin Edwards Inc’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	$300K	Sell	3,139 -2,257	-42%	-$213K	﹤0.01%	1238
2026 Q1	$474K	Sell	5,396 -16,321	-75%	-$1.48M	﹤0.01%	1016
2025 Q4	$1.94M	Sell	21,717 -829	-4%	-$73.9K	0.02%	510
2025 Q3	$2.01M	Buy	22,546 +1,372	+6%	+$119K	0.02%	487
2025 Q2	$1.77M	Buy	21,174 +2,262	+12%	+$179K	0.02%	478
2025 Q1	$1.51M	Buy	18,912 +6,388	+51%	+$523K	0.02%	482
2024 Q4	$1.01M	Buy	12,524 +101	+0.8%	+$8.45K	0.01%	606
2024 Q3	$1.03M	Buy	+12,423	New	+$995K	0.02%	593

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

Benjamin Edwards Inc's DGRW Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 42% in Q2 2026, selling an estimated $213K and leaving 3,139 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Benjamin Edwards Inc first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Benjamin Edwards Inc held 3,139 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $300K as of Q2 2026.
Benjamin Edwards Inc sold 2,257 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $213K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1238 holding.
Benjamin Edwards Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.01M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.