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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
Q3 		$885K Sell
9,101
-149
-2% -$14.6K 0.04% 359
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Cornerstone Wealth Management's DGRW Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.6% in Q3 2026, selling an estimated $14.6K and leaving 9,101 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 20 quarters since. 621 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Cornerstone Wealth Management held 9,101 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $885K as of Q3 2026.
  • Cornerstone Wealth Management sold 149 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $14.6K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 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 20 quarters since.
  • 621 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.