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 Q3	$931K	Sell	9,572 -274	-3%	-$26.8K	0.49%	39
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bulwark Capital's DGRW Position: Q3 2026 in Review

Bulwark Capital reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.8% in Q3 2026, selling an estimated $26.8K and leaving 9,572 shares worth $931K. The position accounts for 0.49% of the portfolio, ranked #39.

Bulwark Capital first reported a position in DGRW in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q2 2025. 403 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Bulwark Capital held 9,572 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $931K as of Q3 2026.
Bulwark Capital sold 274 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $26.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.49% of Bulwark Capital's portfolio in Q3 2026, its #39 holding.
Bulwark Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 6 quarters since.
Bulwark Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.38M in Q2 2025.
403 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.