Cornerstone Planning Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cornerstone Planning Group’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 Q4	–	Sell	-4	Closed	-$541	–	1747
2025 Q3	$541	Sell	4 -35	-90%	-$3.04K	﹤0.01%	1460
2025 Q2	$3.28K	Buy	39 +1	+3%	+$79	﹤0.01%	826
2025 Q1	$2.92K	Hold	38	–	–	﹤0.01%	889
2024 Q4	$3.2K	Hold	38	–	–	﹤0.01%	675
2024 Q3	$3.17K	Sell	38 -647	-94%	-$51.8K	﹤0.01%	666
2024 Q2	$52K	Buy	+685	New	+$51.8K	0.01%	193

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Planning Group's DGRW Position: Q4 2025 in Review

Cornerstone Planning Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q4 2025, closing a stake of 4 shares — an estimated $541 sold.

Cornerstone Planning Group first reported a position in DGRW in Q2 2024 and held it in 6 quarters. The position peaked at $52K in Q2 2024. 768 funds tracked by Wall St. Rank hold DGRW as of Q4 2025.

Cornerstone Planning Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Cornerstone Planning Group sold 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q4 2025, an estimated $541.
Cornerstone Planning Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 6 quarters.
Cornerstone Planning Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $52K in Q2 2024.
768 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.