Brookstone Capital Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Brookstone Capital Management’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	$694K	Sell	7,254 -20,505	-74%	-$1.94M	0.01%	832
2026 Q1	$2.44M	Buy	27,759 +10,195	+58%	+$927K	0.03%	422
2025 Q4	$1.57M	Buy	17,564 +7,229	+70%	+$644K	0.02%	513
2025 Q3	$919K	Sell	10,335 -381	-4%	-$33K	0.01%	634
2025 Q2	$897K	Sell	10,716 -1,922	-15%	-$152K	0.01%	592
2025 Q1	$1.01M	Sell	12,638 -990	-7%	-$81.1K	0.01%	553
2024 Q4	$1.1M	Sell	13,628 -3,428	-20%	-$287K	0.02%	507
2024 Q3	$1.42M	Sell	17,056 -6,405	-27%	-$513K	0.02%	433
2024 Q2	$1.89M	Sell	23,461 -14,121	-38%	-$1.07M	0.03%	382
2024 Q1	$2.86M	Sell	37,582 -10,829	-22%	-$790K	0.05%	299
2023 Q4	$3.4M	Buy	48,411 +43,793	+948%	+$2.89M	0.07%	244
2023 Q3	$293K	Buy	+4,618	New	+$307K	0.01%	689

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Brookstone Capital Management's DGRW Position: Q2 2026 in Review

Brookstone Capital Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 74% in Q2 2026, selling an estimated $1.94M and leaving 7,254 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #832.

Brookstone Capital Management first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.4M in Q4 2023. 158 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Brookstone Capital Management held 7,254 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $694K as of Q2 2026.
Brookstone Capital Management sold 20,505 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.94M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #832 holding.
Brookstone Capital Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Brookstone Capital Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $3.4M in Q4 2023.
158 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.