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Buck Wealth Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Buck Wealth Strategies’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 		$13.4K Buy
+140
New +$13.2K ﹤0.01% 547

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

Buck Wealth Strategies's DGRW Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 140 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

562 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Buck Wealth Strategies held 140 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $13.4K as of Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Buck Wealth Strategies position in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #547 holding.
  • 562 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.