Centaurus Financial’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Centaurus Financial’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	$870K	Sell	9,099 -13	-0.1%	-$1.23K	0.03%	437
2026 Q1	$800K	Sell	9,112 -13	-0.1%	-$1.18K	0.04%	400
2025 Q4	$816K	Buy	9,125 +348	+4%	+$31K	0.04%	397
2025 Q3	$781K	Buy	8,777 +497	+6%	+$43.1K	0.04%	395
2025 Q2	$693K	Buy	8,280 +6,517	+370%	+$517K	0.04%	377
2025 Q1	$141K	Sell	1,763 -1,063	-38%	-$87.1K	0.01%	785
2024 Q4	$229K	Buy	2,826 +21	+0.7%	+$1.76K	0.01%	625
2024 Q3	$233K	Buy	2,805 +61	+2%	+$4.89K	0.01%	601
2024 Q2	$214K	Sell	2,744 -2,197	-44%	-$166K	0.01%	590
2024 Q1	$376K	Buy	4,941 +357	+8%	+$26K	0.03%	447
2023 Q4	$322K	Buy	+4,584	New	+$303K	0.02%	461
2023 Q2	–	Sell	-7,171	Closed	-$447K	–	790
2023 Q1	$447K	Buy	+7,171	New	+$441K	0.04%	431
2018 Q3	–	Sell	-24,986	Closed	-$1.02M	–	872
2018 Q2	$1.02M	Buy	+24,986	New	+$1.03M	0.14%	159

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

Centaurus Financial's DGRW Position: Q2 2026 in Review

Centaurus Financial reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.14% in Q2 2026, selling an estimated $1.23K and leaving 9,099 shares worth $870K. The position accounts for 0.03% of the portfolio, ranked #437.

Centaurus Financial first reported a position in DGRW in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.02M in Q2 2018. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Centaurus Financial held 9,099 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $870K as of Q2 2026.
Centaurus Financial sold 13 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.23K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #437 holding.
Centaurus Financial first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2018 and has held it in 13 quarters since.
Centaurus Financial's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.02M in Q2 2018.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.