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
2018 Q4	–	Sell	-72,538	Closed	-$1.88M	–	517
2018 Q3	$1.88M	Buy	72,538 +37,209	+105%	+$1.61M	0.02%	518
2018 Q2	$860K	Buy	+35,329	New	+$1.45M	0.01%	826

Other funds holding DGRW

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 Q2 2018 and has held it in 21 quarters since. The position peaked at $1.88M in Q3 2018. 269 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 Q2 2018 and has held it in 21 quarters since.
Cornerstone Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.88M in Q3 2018.
269 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.