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

Bogart Wealth 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 		$52.6K Buy
550
+1
+0.2% +$94 ﹤0.01% 526
2026
Q1 		$48.2K Buy
549
+92
+20% +$8.37K ﹤0.01% 500
2025
Q4 		$40.9K Buy
457
+2
+0.4% +$178 ﹤0.01% 521
2025
Q3 		$40.5K Buy
455
+19
+4% +$1.65K ﹤0.01% 507
2025
Q2 		$36.5K Sell
436
-59
-12% -$4.68K ﹤0.01% 507
2025
Q1 		$39.6K Buy
495
+1
+0.2% +$82 ﹤0.01% 466
2024
Q4 		$39.9K Buy
494
+2
+0.4% +$167 ﹤0.01% 445
2024
Q3 		$40.9K Buy
492
+63
+15% +$5.05K ﹤0.01% 448
2024
Q2 		$33.5K Buy
429
+2
+0.5% +$151 ﹤0.01% 464
2024
Q1 		$32.6K Buy
427
+19
+5% +$1.39K ﹤0.01% 443
2023
Q4 		$28.7K Buy
+408
New +$26.9K ﹤0.01% 449
2023
Q1 		– Sell
-7,269
Closed -$439K – 1129
2022
Q4 		$439K Buy
7,269
+43
+0.6% +$2.56K 0.03% 140
2022
Q3 		$390K Buy
+7,226
New +$427K 0.03% 136
2019
Q3 		– Sell
-35,292
Closed -$1.54M – 360
2019
Q2 		$1.54M Sell
35,292
-332
-0.9% -$14.4K 0.93% 28
2019
Q1 		$1.53M Buy
+35,624
New +$1.47M 0.74% 30

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bogart Wealth LLC's DGRW Position: Q2 2026 in Review

Bogart Wealth LLC increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.18% in Q2 2026, buying an estimated $94 and bringing the position to 550 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Bogart Wealth LLC first reported a position in DGRW in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2019. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bogart Wealth LLC held 550 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $52.6K as of Q2 2026.
  • Bogart Wealth LLC bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q2 2026, an estimated $94.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #526 holding.
  • Bogart Wealth LLC first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 15 quarters since.
  • Bogart Wealth LLC's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.54M in Q2 2019.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.