CFD
DGRW icon

Creative Financial Designs’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Creative Financial Designs’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 		$280K Sell
2,927
-19
-0.6% -$1.79K 0.01% 535
2026
Q1 		$259K Sell
2,946
-339
-10% -$30.8K 0.02% 459
2025
Q4 		$294K Sell
3,285
-140
-4% -$12.5K 0.02% 403
2025
Q3 		$305K Sell
3,425
-4,111
-55% -$357K 0.02% 398
2025
Q2 		$631K Sell
7,536
-219
-3% -$17.4K 0.05% 284
2025
Q1 		$619K Sell
7,755
-1,435
-16% -$118K 0.05% 260
2024
Q4 		$744K Buy
9,190
+734
+9% +$61.4K 0.06% 233
2024
Q3 		$704K Buy
8,456
+1,425
+20% +$114K 0.06% 237
2024
Q2 		$549K Buy
7,031
+1,110
+19% +$83.9K 0.05% 265
2024
Q1 		$451K Buy
5,921
+825
+16% +$60.2K 0.04% 277
2023
Q4 		$358K Buy
5,096
+3,157
+163% +$208K 0.04% 286
2023
Q3 		$123K Buy
1,939
+10
+0.5% +$664 0.01% 456
2023
Q2 		$129K Buy
1,929
+8
+0.4% +$508 0.02% 430
2023
Q1 		$120K Buy
1,921
+8
+0.4% +$492 0.02% 431
2022
Q4 		$115K Buy
1,913
+11
+0.6% +$656 0.02% 424
2022
Q3 		$103K Buy
1,902
+12
+0.6% +$710 0.02% 429
2022
Q2 		$108K Buy
1,890
+11
+0.6% +$667 0.02% 415
2022
Q1 		$120K Buy
1,879
+20
+1% +$1.26K 0.02% 400
2021
Q4 		$122K Buy
1,859
+10
+0.5% +$628 0.02% 409
2021
Q3 		$109K Sell
1,849
-88
-5% -$5.39K 0.02% 427
2021
Q2 		$116K Sell
1,937
-201
-9% -$11.9K 0.02% 413
2021
Q1 		$122K Buy
2,138
+9
+0.4% +$494 0.02% 375
2020
Q4 		$115K Buy
2,129
+14
+0.7% +$725 0.02% 345
2020
Q3 		$105K Buy
2,115
+207
+11% +$10K 0.03% 331
2020
Q2 		$87K Sell
1,908
-219
-10% -$9.48K 0.03% 311
2020
Q1 		$83K Buy
2,127
+296
+16% +$13.4K 0.04% 188
2019
Q4 		$89K Buy
1,831
+465
+34% +$21.7K 0.04% 202
2019
Q3 		$60K Sell
1,366
-106
-7% -$4.69K 0.03% 221
2019
Q2 		$65K Buy
1,472
+258
+21% +$11.2K 0.04% 213
2019
Q1 		$52K Buy
+1,214
New +$50.1K 0.03% 218
2017
Q2 		– Sell
-158
Closed -$6K – 770
2017
Q1 		$6K Hold
158
– – ﹤0.01% 453
2016
Q4 		$5K Buy
+158
New +$5.14K ﹤0.01% 468

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Financial Designs's DGRW Position: Q2 2026 in Review

Creative Financial Designs reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.64% in Q2 2026, selling an estimated $1.79K and leaving 2,927 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #535.

Creative Financial Designs first reported a position in DGRW in Q4 2016 and has held it in 32 quarters since. The position peaked at $744K in Q4 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Creative Financial Designs held 2,927 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $280K as of Q2 2026.
  • Creative Financial Designs sold 19 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.79K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #535 holding.
  • Creative Financial Designs first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2016 and has held it in 32 quarters since.
  • Creative Financial Designs's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $744K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.