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Continuum Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Continuum Wealth Advisors’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 		$2.56M Sell
26,793
-328
-1% -$31K 0.86% 13
2026
Q1 		$2.38M Sell
27,121
-21,497
-44% -$1.95M 0.99% 12
2025
Q4 		$4.35M Sell
48,618
-2,602
-5% -$232K 1.68% 12
2025
Q3 		$4.56M Sell
51,220
-475
-0.9% -$41.2K 1.94% 12
2025
Q2 		$4.33M Sell
51,695
-118,432
-70% -$9.4M 2.08% 13
2025
Q1 		$13.6M Sell
170,127
-1,074
-0.6% -$88K 6.97% 5
2024
Q4 		$13.9M Buy
171,201
+7,638
+5% +$639K 7.01% 4
2024
Q3 		$13.6M Sell
163,563
-86,092
-34% -$6.9M 7.3% 4
2024
Q2 		$19.5M Buy
249,655
+18,565
+8% +$1.4M 10.25% 4
2024
Q1 		$17.6M Buy
231,090
+6,649
+3% +$485K 9.95% 4
2023
Q4 		$15.8M Buy
224,441
+7,815
+4% +$516K 10.23% 4
2023
Q3 		$13.8M Buy
216,626
+4,793
+2% +$318K 9.69% 3
2023
Q2 		$14.1M Buy
211,833
+32,523
+18% +$2.07M 10% 3
2023
Q1 		$11.2M Sell
179,310
-24,200
-12% -$1.49M 9.12% 5
2022
Q4 		$12.3M Buy
+203,510
New +$12.1M 12.2% 3

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Continuum Wealth Advisors's DGRW Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.2% in Q2 2026, selling an estimated $31K and leaving 26,793 shares worth $2.56M. The position accounts for 0.86% of the portfolio, ranked #13.

Continuum Wealth Advisors first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.5M in Q2 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Continuum Wealth Advisors held 26,793 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.56M as of Q2 2026.
  • Continuum Wealth Advisors sold 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 0.86% of Continuum Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Continuum Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Continuum Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $19.5M in Q2 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.