Chokshi & Queen Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Chokshi & Queen 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 Q1	$430K	Buy	+4,900	New	+$446K	0.23%	37
2025 Q4	–	Sell	-5,357	Closed	-$477K	–	48
2025 Q3	$477K	Buy	5,357 +216	+4%	+$18.7K	0.25%	35
2025 Q2	$431K	Hold	5,141	–	–	0.25%	34
2025 Q1	$411K	Hold	5,141	–	–	0.25%	36
2024 Q4	$416K	Buy	+5,141	New	+$430K	0.26%	32

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's DGRW Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 4,900 shares worth $430K. The stake represents 0.23% of the portfolio and ranks #37 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in DGRW as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 5 quarters since. The position peaked at $477K in Q3 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Chokshi & Queen Wealth Advisors held 4,900 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $430K as of Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.23% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Chokshi & Queen Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 5 quarters since.
Chokshi & Queen Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $477K in Q3 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.