Congress Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Congress Wealth Management’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
2025 Q2	$655K	Sell	7,818 -1,836	-19%	-$146K	0.01%	836
2025 Q1	$772K	Buy	9,654 +4,221	+78%	+$346K	0.01%	693
2024 Q4	$440K	Buy	5,433 +6	+0.1%	+$502	0.01%	665
2024 Q3	$452K	Buy	5,427 +5	+0.1%	+$400	0.01%	653
2024 Q2	$423K	Sell	5,422 -493	-8%	-$37.3K	0.01%	557
2024 Q1	$451K	Sell	5,915 -2,010	-25%	-$147K	0.01%	458
2023 Q4	$557K	Sell	7,925 -3,472	-30%	-$229K	0.01%	452
2023 Q3	$724K	Buy	11,397 +7,060	+163%	+$469K	0.02%	406
2023 Q2	$289K	Hold	4,337	–	–	0.01%	489
2023 Q1	$270K	Hold	4,337	–	–	0.01%	497
2022 Q4	$262K	Hold	4,337	–	–	0.01%	502
2022 Q3	$234K	Hold	4,337	–	–	0.01%	501
2022 Q2	$249K	Hold	4,337	–	–	0.01%	504
2022 Q1	$276K	Hold	4,337	–	–	0.01%	527
2021 Q4	$286K	Buy	+4,337	New	+$272K	0.01%	545

Other funds holding DGRW

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Congress Wealth Management's DGRW Position: Q2 2025 in Review

Congress Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 19% in Q2 2025, selling an estimated $146K and leaving 7,818 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #836.

Congress Wealth Management first reported a position in DGRW in Q4 2021 and has held it in 15 quarters since. The position peaked at $772K in Q1 2025. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

Congress Wealth Management held 7,818 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $655K as of Q2 2025.
Congress Wealth Management sold 1,836 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $146K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #836 holding.
Congress Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $772K in Q1 2025.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.