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

Comprehensive Financial Planning’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	$3.02M	Buy	31,556 +426	+1%	+$40.2K	1.61%	19
2026 Q1	$2.73M	Buy	31,130 +3,292	+12%	+$299K	1.89%	13
2025 Q4	$2.49M	Buy	27,838 +747	+3%	+$66.6K	1.65%	15
2025 Q3	$2.41M	Buy	27,091 +2,067	+8%	+$179K	1.65%	13
2025 Q2	$2.1M	Buy	25,024 +786	+3%	+$62.4K	1.65%	14
2025 Q1	$1.94M	Sell	24,238 -32	-0.1%	-$2.62K	1.88%	13
2024 Q4	$1.96M	Buy	+24,270	New	+$2.03M	1.66%	16

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

Comprehensive Financial Planning's DGRW Position: Q2 2026 in Review

Comprehensive Financial Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.4% in Q2 2026, buying an estimated $40.2K and bringing the position to 31,556 shares worth $3.02M. The position accounts for 1.61% of the portfolio, ranked #19.

Comprehensive Financial Planning first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Comprehensive Financial Planning held 31,556 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.02M as of Q2 2026.
Comprehensive Financial Planning bought 426 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $40.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.61% of Comprehensive Financial Planning's portfolio in Q2 2026, its #19 holding.
Comprehensive Financial Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.