Columbia Advisory Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Columbia Advisory Partners’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	$22M	Buy	229,630 +3,200	+1%	+$302K	12.11%	2
2026 Q1	$19.9M	Sell	226,430 -36,231	-14%	-$3.29M	12.7%	2
2025 Q4	$23.5M	Sell	262,661 -2,675	-1%	-$238K	16%	2
2025 Q3	$23.6M	Sell	265,336 -207	-0.1%	-$18K	16.32%	1
2025 Q2	$22.2M	Buy	265,543 +40,578	+18%	+$3.22M	16.83%	1
2025 Q1	$18M	Buy	224,965 +34,987	+18%	+$2.87M	15.58%	1
2024 Q4	$15.4M	Buy	+189,978	New	+$15.9M	14.3%	1

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

Columbia Advisory Partners's DGRW Position: Q2 2026 in Review

Columbia Advisory Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.4% in Q2 2026, buying an estimated $302K and bringing the position to 229,630 shares worth $22M. The position accounts for 12.11% of the portfolio, ranked #2.

Columbia Advisory Partners first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.6M in Q3 2025. 792 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Columbia Advisory Partners held 229,630 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $22M as of Q2 2026.
Columbia Advisory Partners bought 3,200 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $302K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 12.11% of Columbia Advisory Partners's portfolio in Q2 2026, its #2 holding.
Columbia Advisory Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Columbia Advisory Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23.6M 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 Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.