BCG
DGRW icon

Bravias Capital Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bravias Capital 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
Q2 		$1.94M Sell
20,301
-634
-3% -$59.9K 1.15% 20
2026
Q1 		$1.84M Sell
20,935
-1,230
-6% -$112K 1.2% 16
2025
Q4 		$1.98M Buy
22,165
+124
+0.6% +$11.1K 1.2% 17
2025
Q3 		$1.96M Buy
22,041
+442
+2% +$38.3K 1.31% 14
2025
Q2 		$1.81M Sell
21,599
-1,113
-5% -$88.3K 1.33% 15
2025
Q1 		$1.81M Sell
22,712
-971
-4% -$79.5K 1.47% 14
2024
Q4 		$1.97M Buy
+23,683
New +$1.98M 1.6% 13

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IA
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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Bravias Capital Group's DGRW Position: Q2 2026 in Review

Bravias Capital Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3% in Q2 2026, selling an estimated $59.9K and leaving 20,301 shares worth $1.94M. The position accounts for 1.15% of the portfolio, ranked #20.

Bravias Capital Group first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2025. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bravias Capital Group held 20,301 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.94M as of Q2 2026.
  • Bravias Capital Group sold 634 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $59.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.15% of Bravias Capital Group's portfolio in Q2 2026, its #20 holding.
  • Bravias Capital Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • Bravias Capital Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.98M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.