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BFSG LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

BFSG LLC’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 		$1.63K Sell
17
-300
-95% -$28.3K ﹤0.01% 709
2026
Q1 		$27.8K Hold
317
– – ﹤0.01% 464
2025
Q4 		$28.4K Hold
317
– – ﹤0.01% 455
2025
Q3 		$28.2K Hold
317
– – ﹤0.01% 448
2025
Q2 		$26.5K Hold
317
– – ﹤0.01% 433
2025
Q1 		$25.3K Buy
+317
New +$26K ﹤0.01% 423

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

BFSG LLC's DGRW Position: Q2 2026 in Review

BFSG LLC reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 95% in Q2 2026, selling an estimated $28.3K and leaving 17 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

BFSG LLC first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.4K in Q4 2025. 211 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • BFSG LLC held 17 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.63K as of Q2 2026.
  • BFSG LLC sold 300 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $28.3K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #709 holding.
  • BFSG LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • BFSG LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $28.4K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.