Cassaday & Co Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cassaday & Co Wealth Management’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	$160K	Hold	1,672	–	–	﹤0.01%	389
2026 Q1	$147K	Buy	+1,672	New	+$152K	﹤0.01%	381
2025 Q1	–	Sell	-3,535	Closed	-$286K	–	323
2024 Q4	$286K	Buy	+3,535	New	+$296K	0.01%	262

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cassaday & Co Wealth Management's DGRW Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 1,672 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Cassaday & Co Wealth Management first reported a position in DGRW in Q4 2024 and has held it in 3 quarters since. The position peaked at $286K in Q4 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cassaday & Co Wealth Management held 1,672 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $160K as of Q2 2026.
Cassaday & Co Wealth Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #389 holding.
Cassaday & Co Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 3 quarters since.
Cassaday & Co Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $286K in Q4 2024.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.