Bluesphere Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bluesphere 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	$439K	Hold	4,595	–	–	0.14%	74
2026 Q1	$404K	Hold	4,595	–	–	0.14%	73
2025 Q4	$411K	Hold	4,595	–	–	0.18%	62
2025 Q3	$409K	Sell	4,595 -5	-0.1%	-$434	0.19%	68
2025 Q2	$385K	Hold	4,600	–	–	0.19%	63
2025 Q1	$367K	Hold	4,600	–	–	0.21%	56
2024 Q4	$372K	Hold	4,600	–	–	0.18%	70
2024 Q3	$383K	Hold	4,600	–	–	0.19%	69
2024 Q2	$359K	Hold	4,600	–	–	0.18%	67
2024 Q1	$350K	Hold	4,600	–	–	0.19%	68
2023 Q4	$323K	Hold	4,600	–	–	0.2%	67
2023 Q3	$292K	Hold	4,600	–	–	0.21%	64
2023 Q2	$307K	Hold	4,600	–	–	0.21%	61
2023 Q1	$287K	Hold	4,600	–	–	0.24%	61
2022 Q4	$278K	Hold	4,600	–	–	0.25%	66
2022 Q3	$248K	Hold	4,600	–	–	0.25%	63
2022 Q2	$264K	Hold	4,600	–	–	0.26%	65
2022 Q1	$293K	Hold	4,600	–	–	0.25%	70
2021 Q4	$303K	Hold	4,600	–	–	0.25%	67
2021 Q3	$271K	Hold	4,600	–	–	0.26%	65
2021 Q2	$274K	Hold	4,600	–	–	0.24%	68
2021 Q1	$263K	Buy	+4,600	New	+$252K	0.24%	72

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

Bluesphere Advisors's DGRW Position: Q2 2026 in Review

Bluesphere Advisors held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 4,595 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #74.

Bluesphere Advisors first reported a position in DGRW in Q1 2021 and has held it in 22 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Bluesphere Advisors held 4,595 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $439K as of Q2 2026.
Bluesphere 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 0.14% of Bluesphere Advisors's portfolio in Q2 2026, its #74 holding.
Bluesphere Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 22 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.