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

Cornerstone 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
2026 Q2	$885K	Buy	9,250 +76	+0.8%	+$7.18K	0.04%	359
2026 Q1	$806K	Sell	9,174 -599	-6%	-$54.5K	0.04%	342
2025 Q4	$874K	Buy	9,773 +1,980	+25%	+$176K	0.05%	314
2025 Q3	$693K	Buy	7,793 +563	+8%	+$48.8K	0.04%	345
2025 Q2	$605K	Buy	7,230 +943	+15%	+$74.8K	0.04%	352
2025 Q1	$502K	Buy	6,287 +1,252	+25%	+$103K	0.03%	369
2024 Q4	$407K	Sell	5,035 -50	-1%	-$4.18K	0.03%	390
2024 Q3	$423K	Hold	5,085	–	–	0.03%	392
2024 Q2	$397K	Hold	5,085	–	–	0.03%	377
2024 Q1	$387K	Buy	5,085 +54	+1%	+$3.94K	0.03%	381
2023 Q4	$354K	Sell	5,031 -79	-2%	-$5.22K	0.03%	388
2023 Q3	$324K	Buy	5,110 +15	+0.3%	+$997	0.03%	406
2023 Q2	$340K	Buy	5,095 +1,500	+42%	+$95.3K	0.03%	379
2023 Q1	$224K	Buy	+3,595	New	+$221K	0.02%	425
2022 Q2	–	Sell	-3,435	Closed	-$219K	–	454
2022 Q1	$219K	Sell	3,435 -8,759	-72%	-$553K	0.02%	436
2021 Q4	$806K	Buy	12,194 +417	+4%	+$26.2K	0.08%	211
2021 Q3	$693K	Buy	11,777 +1,062	+10%	+$65K	0.07%	228
2021 Q2	$639K	Buy	10,715 +212	+2%	+$12.5K	0.07%	252
2021 Q1	$601K	Buy	+10,503	New	+$576K	0.07%	243

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

Cornerstone Wealth Management's DGRW Position: Q2 2026 in Review

Cornerstone Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.83% in Q2 2026, buying an estimated $7.18K and bringing the position to 9,250 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #359.

Cornerstone Wealth Management first reported a position in DGRW in Q1 2021 and has held it in 19 quarters since. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cornerstone Wealth Management held 9,250 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $885K as of Q2 2026.
Cornerstone Wealth Management bought 76 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.18K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #359 holding.
Cornerstone Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2021 and has held it in 19 quarters since.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.