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 Q2	$452K	Sell	4,723 -177	-4%	-$16.7K	0.21%	40
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's DGRW Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.6% in Q2 2026, selling an estimated $16.7K and leaving 4,723 shares worth $452K. The position accounts for 0.21% of the portfolio, ranked #40.

Chokshi & Queen Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q3 2025. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Chokshi & Queen Wealth Advisors held 4,723 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $452K as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 177 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $16.7K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.21% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #40 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 6 quarters since.
Chokshi & Queen Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $477K in Q3 2025.
792 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.