Boyce & Associates Wealth Consulting’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Boyce & Associates Wealth Consulting’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	$19.7M	Buy	206,369 +3,361	+2%	+$318K	13.68%	1
2026 Q1	$17.8M	Buy	203,008 +9,978	+5%	+$907K	13.51%	1
2025 Q4	$17.3M	Sell	193,030 -694	-0.4%	-$61.9K	14.47%	1
2025 Q3	$17.2M	Buy	193,724 +21,365	+12%	+$1.85M	14.1%	1
2025 Q2	$14.4M	Buy	172,359 +14,194	+9%	+$1.13M	13.19%	1
2025 Q1	$12.6M	Buy	158,165 +12,798	+9%	+$1.05M	12.63%	1
2024 Q4	$11.8M	Buy	145,367 +19,296	+15%	+$1.61M	11.9%	2
2024 Q3	$10.5M	Buy	126,071 +5,838	+5%	+$468K	10.9%	2
2024 Q2	$9.38M	Buy	120,233 +15,464	+15%	+$1.17M	11.02%	2
2024 Q1	$7.98M	Buy	104,769 +11,578	+12%	+$845K	10.3%	3
2023 Q4	$6.55M	Buy	93,191 +3,183	+4%	+$210K	9.52%	3
2023 Q3	$5.71M	Buy	90,008 +5,202	+6%	+$346K	9.52%	3
2023 Q2	$5.65M	Buy	84,806 +11,723	+16%	+$745K	9.44%	4
2023 Q1	$4.56M	Buy	73,083 +1,354	+2%	+$83.2K	8.16%	4
2022 Q4	$4.33M	Buy	71,729 +2,247	+3%	+$134K	8.27%	4
2022 Q3	$3.75M	Buy	69,482 +3,624	+6%	+$214K	7.71%	4
2022 Q2	$3.77M	Buy	65,858 +41,153	+167%	+$2.49M	6.86%	4
2022 Q1	$1.57M	Buy	+24,705	New	+$1.56M	2.35%	14

Other funds holding DGRW

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 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

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

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

Boyce & Associates Wealth Consulting's DGRW Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.7% in Q2 2026, buying an estimated $318K and bringing the position to 206,369 shares worth $19.7M. The position accounts for 13.68% of the portfolio, ranked #1.

Boyce & Associates Wealth Consulting first reported a position in DGRW in Q1 2022 and has held it in 18 quarters since. 489 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Boyce & Associates Wealth Consulting held 206,369 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19.7M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 3,361 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $318K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 13.68% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #1 holding.
Boyce & Associates Wealth Consulting first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 18 quarters since.
489 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.