Biltmore Family Office’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Biltmore Family Office’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	$674K	Hold	7,050	–	–	0.09%	141
2026 Q1	$619K	Hold	7,050	–	–	0.09%	141
2025 Q4	$630K	Hold	7,050	–	–	0.09%	135
2025 Q3	$627K	Hold	7,050	–	–	0.09%	127
2025 Q2	$590K	Sell	7,050 -950	-12%	-$75.4K	0.1%	115
2025 Q1	$639K	Hold	8,000	–	–	0.11%	114
2024 Q4	$648K	Hold	8,000	–	–	0.11%	110
2024 Q3	$666K	Hold	8,000	–	–	0.11%	109
2024 Q2	$624K	Hold	8,000	–	–	0.11%	100
2024 Q1	$610K	Hold	8,000	–	–	0.12%	98
2023 Q4	$562K	Hold	8,000	–	–	0.12%	102
2023 Q3	$508K	Hold	8,000	–	–	0.12%	111
2023 Q2	$533K	Hold	8,000	–	–	0.11%	101
2023 Q1	$499K	Hold	8,000	–	–	0.11%	126
2022 Q4	$483K	Hold	8,000	–	–	0.1%	127
2022 Q3	$431K	Hold	8,000	–	–	0.1%	110
2022 Q2	$458K	Hold	8,000	–	–	0.11%	112
2022 Q1	$509K	Hold	8,000	–	–	0.11%	103
2021 Q4	$527K	Buy	+8,000	New	+$502K	0.1%	119

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

Biltmore Family Office's DGRW Position: Q2 2026 in Review

Biltmore Family Office held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 7,050 shares worth $674K. The position accounts for 0.09% of the portfolio, ranked #141.

Biltmore Family Office first reported a position in DGRW in Q4 2021 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Biltmore Family Office held 7,050 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $674K as of Q2 2026.
Biltmore Family Office left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Biltmore Family Office's portfolio in Q2 2026, its #141 holding.
Biltmore Family Office first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.