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Carolinas Wealth Consulting’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-370
Closed -$29.5K – 227
2025
Q1 		$29.5K Hold
370
– – 0.01% 402
2024
Q4 		$30K Hold
370
– – 0.01% 426
2024
Q3 		$30.8K Hold
370
– – 0.01% 424
2024
Q2 		$28.9K Hold
370
– – 0.01% 437
2024
Q1 		$28.2K Hold
370
– – 0.01% 447
2023
Q4 		$26K Hold
370
– – 0.01% 414
2023
Q3 		$23.1K Hold
370
– – 0.01% 411
2023
Q2 		$24.7K Hold
370
– – ﹤0.01% 440
2023
Q1 		$23.1K Hold
370
– – ﹤0.01% 468
2022
Q4 		$22.3K Sell
370
-510
-58% -$30.4K 0.01% 477
2022
Q3 		$47K Buy
880
+4
+0.5% +$237 0.01% 331
2022
Q2 		$50K Buy
876
+3
+0.3% +$182 0.01% 328
2022
Q1 		$56K Buy
873
+1
+0.1% +$63 0.01% 333
2021
Q4 		$57K Buy
872
+502
+136% +$31.5K 0.01% 346
2021
Q3 		$22K Hold
370
– – 0.01% 457
2021
Q2 		$22K Hold
370
– – ﹤0.01% 486
2021
Q1 		$21K Hold
370
– – 0.01% 501
2020
Q4 		$20K Sell
370
-55
-13% -$2.85K 0.01% 474
2020
Q3 		$21K Sell
425
-330
-44% -$16K 0.01% 384
2020
Q2 		$34K Buy
+755
New +$32.7K 0.01% 238

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carolinas Wealth Consulting's DGRW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2025, closing a stake of 370 shares — an estimated $29.5K sold.

Carolinas Wealth Consulting first reported a position in DGRW in Q2 2020 and held it in 20 quarters. The position peaked at $57K in Q4 2021. 731 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 370 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $29.5K.
  • Carolinas Wealth Consulting first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $57K in Q4 2021.
  • 731 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.