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

Bulwark Capital’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 		$941K Sell
9,846
-477
-5% -$45.1K 0.53% 33
2026
Q1 		$907K Sell
10,323
-641
-6% -$58.3K 0.56% 31
2025
Q4 		$981K Sell
10,964
-2,432
-18% -$217K 0.7% 28
2025
Q3 		$1.19M Sell
13,396
-3,070
-19% -$266K 0.93% 25
2025
Q2 		$1.38M Buy
+16,466
New +$1.31M 1.16% 24

Other funds holding DGRW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Bulwark Capital's DGRW Position: Q2 2026 in Review

Bulwark Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.6% in Q2 2026, selling an estimated $45.1K and leaving 9,846 shares worth $941K. The position accounts for 0.53% of the portfolio, ranked #33.

Bulwark Capital first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2025. 413 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Bulwark Capital held 9,846 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $941K as of Q2 2026.
  • Bulwark Capital sold 477 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $45.1K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.53% of Bulwark Capital's portfolio in Q2 2026, its #33 holding.
  • Bulwark Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.38M in Q2 2025.
  • 413 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.