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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Choice Wealth Advisors's DGRW Position: Q2 2026 in Review

Choice Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.92% in Q2 2026, buying an estimated $284K and bringing the position to 330,979 shares worth $31.6M. The position accounts for 11.11% of the portfolio, ranked #2.

Choice Wealth Advisors first reported a position in DGRW in Q1 2022 and has held it in 17 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Choice Wealth Advisors held 330,979 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $31.6M as of Q2 2026.
  • Choice Wealth Advisors bought 3,007 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $284K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 11.11% of Choice Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Choice Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2022 and has held it in 17 quarters since.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.