Blake Schutter Theil Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Blake Schutter Theil Wealth 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
2026 Q2	$745K	Hold	7,790	–	–	0.5%	47
2026 Q1	$684K	Hold	7,790	–	–	0.56%	45
2025 Q4	$697K	Hold	7,790	–	–	0.57%	40
2025 Q3	$693K	Sell	7,790 -235	-3%	-$20.4K	0.69%	41
2025 Q2	$672K	Hold	8,025	–	–	0.76%	36
2025 Q1	$641K	Hold	8,025	–	–	0.73%	38
2024 Q4	$649K	Sell	8,025 -75	-0.9%	-$6.27K	0.69%	33
2024 Q3	$674K	Buy	+8,100	New	+$649K	0.48%	57

Other funds holding DGRW

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's DGRW Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 7,790 shares worth $745K. The position accounts for 0.5% of the portfolio, ranked #47.

Blake Schutter Theil Wealth Advisors first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 7,790 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $745K as of Q2 2026.
Blake Schutter Theil Wealth Advisors 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 0.5% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Blake Schutter Theil Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.