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Comprehensive Financial Consultants Institutional’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.8M Buy
18,798
+328
+2% +$31K 0.48% 66
2026
Q1 		$1.62M Buy
18,470
+2,675
+17% +$243K 0.48% 74
2025
Q4 		$1.41M Buy
15,795
+677
+4% +$60.3K 0.43% 79
2025
Q3 		$1.34M Buy
15,118
+1,350
+10% +$117K 0.42% 82
2025
Q2 		$1.15M Buy
13,768
+14
+0.1% +$1.11K 0.38% 86
2025
Q1 		$1.1M Buy
13,754
+1,626
+13% +$133K 0.39% 85
2024
Q4 		$982K Buy
12,128
+817
+7% +$68.3K 0.36% 90
2024
Q3 		$941K Sell
11,311
-2
-0% -$160 0.34% 94
2024
Q2 		$883K Buy
11,313
+335
+3% +$25.3K 0.35% 94
2024
Q1 		$836K Buy
10,978
+1,488
+16% +$109K 0.35% 93
2023
Q4 		$667K Buy
9,490
+2,238
+31% +$148K 0.31% 101
2023
Q3 		$460K Buy
7,252
+4,004
+123% +$266K 0.24% 112
2023
Q2 		$219K Buy
+3,248
New +$206K 0.12% 157

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DGRW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.8% in Q2 2026, buying an estimated $31K and bringing the position to 18,798 shares worth $1.8M. The position accounts for 0.48% of the portfolio, ranked #66.

Comprehensive Financial Consultants Institutional first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 18,798 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.8M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 328 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $31K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.48% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #66 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.