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Breachway Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Breachway Investments’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 		– Sell
-4,833
Closed -$426K – 78
2026
Q1 		$426K Buy
4,833
+13
+0.3% +$1.18K 0.41% 57
2025
Q4 		$431K Buy
+4,820
New +$430K 0.45% 58

Other funds holding DGRW

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

Breachway Investments's DGRW Position: Q2 2026 in Review

Breachway Investments sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 4,833 shares — an estimated $426K sold.

Breachway Investments first reported a position in DGRW in Q4 2025 and held it in 2 quarters. The position peaked at $431K in Q4 2025. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Breachway Investments reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Breachway Investments sold 4,833 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $426K.
  • Breachway Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and held it in 2 quarters.
  • Breachway Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $431K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.