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DGRW icon

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

CGN 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 		$6.12M Sell
64,046
-81,623
-56% -$7.71M 0.45% 49
2026
Q1 		$12.8M Buy
145,669
+794
+0.5% +$72.2K 1.01% 21
2025
Q4 		$13M Sell
144,875
-8,582
-6% -$765K 1.03% 21
2025
Q3 		$13.7M Sell
153,457
-41,323
-21% -$3.58M 1.12% 19
2025
Q2 		$16.3M Buy
194,780
+14,158
+8% +$1.12M 1.46% 14
2025
Q1 		$14.4M Sell
180,622
-37,267
-17% -$3.05M 1.41% 16
2024
Q4 		$17.6M Buy
217,889
+2,000
+0.9% +$167K 1.71% 12
2024
Q3 		$18M Buy
215,889
+50,160
+30% +$4.02M 1.81% 12
2024
Q2 		$12.9M Buy
165,729
+11,515
+7% +$870K 1.51% 14
2024
Q1 		$11.7M Buy
154,214
+184
+0.1% +$13.4K 1.49% 14
2023
Q4 		$10.8M Sell
154,030
-13,592
-8% -$898K 1.5% 17
2023
Q3 		$10.6M Buy
167,622
+20,532
+14% +$1.36M 1.43% 18
2023
Q2 		$9.81M Sell
147,090
-3,689
-2% -$234K 1.41% 18
2023
Q1 		$9.4M Buy
150,779
+18,801
+14% +$1.16M 1.48% 17
2022
Q4 		$7.97M Buy
131,978
+38,990
+42% +$2.33M 1.4% 18
2022
Q3 		$5.01M Buy
92,988
+31,247
+51% +$1.85M 1.26% 17
2022
Q2 		$3.54M Buy
+61,741
New +$3.74M 1% 31

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return