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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 796 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.
  • 796 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.