Central Valley Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Central Valley Advisors’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	$1.37M	Sell	14,360 -190	-1%	-$18K	0.35%	64
2026 Q1	$1.28M	Sell	14,550 -623	-4%	-$56.6K	0.35%	65
2025 Q4	$1.36M	Buy	15,173 +20	+0.1%	+$1.78K	0.41%	66
2025 Q3	$1.35M	Sell	15,153 -69	-0.5%	-$5.99K	0.42%	65
2025 Q2	$1.27M	Sell	15,222 -497	-3%	-$39.4K	0.43%	62
2025 Q1	$1.26M	Sell	15,719 -465	-3%	-$38.1K	0.48%	58
2024 Q4	$1.31M	Sell	16,184 -2,002	-11%	-$167K	0.6%	46
2024 Q3	$1.51M	Sell	18,186 -835	-4%	-$66.9K	0.85%	36
2024 Q2	$1.16M	Sell	19,021 -150	-0.8%	-$11.3K	0.49%	47
2024 Q1	$1.46M	Sell	19,171 -8	-0%	-$584	0.75%	39
2023 Q4	$1.35M	Buy	+19,179	New	+$1.27M	0.79%	38

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Central Valley Advisors's DGRW Position: Q2 2026 in Review

Central Valley Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.3% in Q2 2026, selling an estimated $18K and leaving 14,360 shares worth $1.37M. The position accounts for 0.35% of the portfolio, ranked #64.

Central Valley Advisors first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q3 2024. 221 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Central Valley Advisors held 14,360 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.37M as of Q2 2026.
Central Valley Advisors sold 190 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $18K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.35% of Central Valley Advisors's portfolio in Q2 2026, its #64 holding.
Central Valley Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.51M in Q3 2024.
221 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.