BFG
DGRW icon

Bouchey Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bouchey Financial Group’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
Q1 		$79.4M Buy
874,519
+1,942
+0.2% +$177K 5.82% 5
2025
Q4 		$78M Buy
872,577
+7,041
+0.8% +$628K 5.85% 5
2025
Q3 		$77M Sell
865,536
-907
-0.1% -$78.7K 5.93% 5
2025
Q2 		$72.6M Buy
866,443
+1,647
+0.2% +$131K 6.03% 5
2025
Q1 		$69.1M Sell
864,796
-17,179
-2% -$1.41M 6.23% 4
2024
Q4 		$71.4M Sell
881,975
-64,055
-7% -$5.36M 6.24% 5
2024
Q3 		$78.7M Sell
946,030
-19,794
-2% -$1.59M 7.04% 3
2024
Q2 		$75.4M Buy
965,824
+450,179
+87% +$34M 7.16% 3
2024
Q1 		$39.3M Buy
515,645
+292
+0.1% +$21.3K 3.87% 7
2023
Q4 		$36.2M Buy
515,353
+3,670
+0.7% +$242K 3.88% 7
2023
Q3 		$32.5M Buy
511,683
+11,817
+2% +$785K 3.98% 7
2023
Q2 		$33.3M Buy
499,866
+237
+0% +$15.1K 4.03% 6
2023
Q1 		$31.1M Buy
499,629
+4,047
+0.8% +$249K 4.11% 7
2022
Q4 		$29.9M Buy
495,582
+7,121
+1% +$425K 4.31% 6
2022
Q3 		$26.3M Buy
488,461
+12,570
+3% +$743K 3.85% 6
2022
Q2 		$27.3M Buy
475,891
+73
+0% +$4.42K 4.37% 5
2022
Q1 		$30.3M Buy
475,818
+42,034
+10% +$2.65M 4.06% 6
2021
Q4 		$28.6M Sell
433,784
-10,143
-2% -$637K 3.84% 8
2021
Q3 		$26.1M Buy
443,927
+13,515
+3% +$827K 3.63% 9
2021
Q2 		$25.7M Buy
430,412
+16,618
+4% +$982K 4.09% 9
2021
Q1 		$23.7M Buy
413,794
+14,851
+4% +$815K 3.82% 10
2020
Q4 		$21.5M Buy
398,943
+6,262
+2% +$324K 3.69% 10
2020
Q3 		$19.5M Buy
392,681
+21,901
+6% +$1.06M 3.77% 10
2020
Q2 		$16.9M Buy
370,780
+99,037
+36% +$4.29M 3.55% 11
2020
Q1 		$10.6M Buy
+271,743
New +$12.3M 2.81% 12

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bouchey Financial Group's DGRW Position: Q1 2026 in Review

Bouchey Financial Group increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.22% in Q1 2026, buying an estimated $177K and bringing the position to 874,519 shares worth $79.4M. The position accounts for 5.82% of the portfolio, ranked #5.

Bouchey Financial Group first reported a position in DGRW in Q1 2020 and has held it in 25 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Bouchey Financial Group held 874,519 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $79.4M as of Q1 2026.
  • Bouchey Financial Group bought 1,942 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $177K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 5.82% of Bouchey Financial Group's portfolio in Q1 2026, its #5 holding.
  • Bouchey Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2020 and has held it in 25 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.