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Costello Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Costello Asset 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 		$9.77K Hold
102
– – ﹤0.01% 496
2026
Q1 		$8.95K Hold
102
– – ﹤0.01% 492
2025
Q4 		$9.09K Sell
102
-24
-19% -$2.14K ﹤0.01% 477
2025
Q3 		$11.2K Hold
126
– – ﹤0.01% 456
2025
Q2 		$10.5K Buy
126
+1
+0.8% +$79 ﹤0.01% 466
2025
Q1 		$10K Buy
+125
New +$10.2K ﹤0.01% 455

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Costello Asset Management's DGRW Position: Q2 2026 in Review

Costello Asset Management held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 102 shares worth $9.77K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Costello Asset Management first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.2K in Q3 2025. 504 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Costello Asset Management held 102 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.77K as of Q2 2026.
  • Costello Asset Management left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #496 holding.
  • Costello Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $11.2K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.