Commonwealth Retirement Investments’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Commonwealth Retirement Investments’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	$337K	Sell	3,523 -207	-6%	-$19.6K	0.09%	104
2026 Q1	$328K	Sell	3,730 -49	-1%	-$4.46K	0.1%	101
2025 Q4	$338K	Buy	+3,779	New	+$337K	0.11%	101

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

Commonwealth Retirement Investments's DGRW Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.5% in Q2 2026, selling an estimated $19.6K and leaving 3,523 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #104.

Commonwealth Retirement Investments first reported a position in DGRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Commonwealth Retirement Investments held 3,523 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $337K as of Q2 2026.
Commonwealth Retirement Investments sold 207 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $19.6K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.09% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #104 holding.
Commonwealth Retirement Investments first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Commonwealth Retirement Investments's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $338K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.