CWA
DGRW icon

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

Choice Wealth 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 		$31.6M Buy
330,979
+3,007
+0.9% +$284K 11.11% 2
2026
Q1 		$28.8M Buy
327,972
+5,355
+2% +$487K 11.31% 2
2025
Q4 		$28.9M Buy
322,617
+897
+0.3% +$80K 11.41% 2
2025
Q3 		$28.6M Sell
321,720
-7,405
-2% -$642K 12.27% 2
2025
Q2 		$27.6M Sell
329,125
-1,243
-0.4% -$98.6K 12.45% 2
2025
Q1 		$26.4M Sell
330,368
-598
-0.2% -$49K 13.75% 2
2024
Q4 		$26.8M Sell
330,966
-301
-0.1% -$25.2K 13.68% 2
2024
Q3 		$27.6M Sell
331,267
-1,815
-0.5% -$145K 13.77% 2
2024
Q2 		$26M Buy
333,082
+1,907
+0.6% +$144K 13.79% 1
2024
Q1 		$25.2M Sell
331,175
-6,967
-2% -$508K 15.28% 2
2023
Q4 		$23.8M Buy
338,142
+1,432
+0.4% +$94.6K 14.72% 2
2023
Q3 		$21.4M Sell
336,710
-5,030
-1% -$334K 15.1% 2
2023
Q2 		$22.8M Sell
341,740
-11,640
-3% -$739K 15.5% 2
2023
Q1 		$22M Buy
353,380
+5,905
+2% +$363K 16.02% 2
2022
Q4 		$21M Sell
347,475
-10,993
-3% -$656K 15.74% 2
2022
Q3 		$19.3M Buy
+358,468
New +$21.2M 16.16% 2
2022
Q2 		– Sell
-366,729
Closed -$23.3M – 37
2022
Q1 		$23.3M Buy
+366,729
New +$23.1M 18.49% 2

Other funds holding DGRW

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 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
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM