Creative Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.2M | Buy |
242,422
+23,074
| +11% | +$2.18M | 0.01% | 451 |
|
|
2026
Q1 | $19.3M | Buy |
219,348
+1,664
| +0.8% | +$151K | 0.01% | 460 |
|
|
2025
Q4 | $19.5M | Sell |
217,684
-5,168
| -2% | -$461K | 0.01% | 393 |
|
|
2025
Q3 | $19.8M | Sell |
222,852
-1,684
| -0.7% | -$146K | 0.02% | 366 |
|
|
2025
Q2 | $18.8M | Sell |
224,536
-20,380
| -8% | -$1.62M | 0.02% | 353 |
|
|
2025
Q1 | $19.6M | Buy |
244,916
+134,222
| +121% | +$11M | 0.02% | 332 |
|
|
2024
Q4 | $8.96M | Sell |
110,694
-2,385
| -2% | -$199K | 0.01% | 477 |
|
|
2024
Q3 | $9.41M | Buy |
113,079
+11,221
| +11% | +$899K | 0.01% | 450 |
|
|
2024
Q2 | $7.95M | Buy |
101,858
+2,985
| +3% | +$226K | 0.01% | 473 |
|
|
2024
Q1 | $7.53M | Buy |
98,873
+21,699
| +28% | +$1.58M | 0.01% | 481 |
|
|
2023
Q4 | $5.42M | Buy |
77,174
+3,590
| +5% | +$237K | 0.01% | 544 |
|
|
2023
Q3 | $4.67M | Sell |
73,584
-4,935
| -6% | -$328K | 0.01% | 555 |
|
|
2023
Q2 | $5.23M | Sell |
78,519
-9,645
| -11% | -$613K | 0.01% | 509 |
|
|
2023
Q1 | $5.5M | Sell |
88,164
-21,636
| -20% | -$1.33M | 0.01% | 481 |
|
|
2022
Q4 | $6.63M | Sell |
109,800
-77,393
| -41% | -$4.62M | 0.01% | 417 |
|
|
2022
Q3 | $10.1M | Sell |
187,193
-20,918
| -10% | -$1.24M | 0.02% | 302 |
|
|
2022
Q2 | $11.9M | Sell |
208,111
-22,426
| -10% | -$1.36M | 0.02% | 287 |
|
|
2022
Q1 | $14.7M | Sell |
230,537
-139,038
| -38% | -$8.77M | 0.02% | 259 |
|
|
2021
Q4 | $24.3M | Buy |
369,575
+354,657
| +2,377% | +$22.3M | 0.04% | 162 |
|
|
2021
Q3 | $878K | Buy |
14,918
+2,781
| +23% | +$170K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $724K | Sell |
12,137
-6,862
| -36% | -$405K | ﹤0.01% | 1080 |
|
|
2021
Q1 | $1.09M | Buy |
18,999
+1,142
| +6% | +$62.7K | ﹤0.01% | 983 |
|
|
2020
Q4 | $964K | Buy |
17,857
+93
| +0.5% | +$4.81K | ﹤0.01% | 972 |
|
|
2020
Q3 | $881K | Buy |
17,764
+5,102
| +40% | +$248K | ﹤0.01% | 856 |
|
|
2020
Q2 | $576K | Buy |
12,662
+2,825
| +29% | +$122K | ﹤0.01% | 966 |
|
|
2020
Q1 | $383K | Buy |
9,837
+1,149
| +13% | +$52.2K | ﹤0.01% | 1074 |
|
|
2019
Q4 | $421K | Sell |
8,688
-746
| -8% | -$34.8K | ﹤0.01% | 1204 |
|
|
2019
Q3 | $425K | Buy |
9,434
+918
| +11% | +$40.6K | ﹤0.01% | 1157 |
|
|
2019
Q2 | $372K | Buy |
8,516
+723
| +9% | +$31.3K | ﹤0.01% | 1233 |
|
|
2019
Q1 | $336K | Sell |
7,793
-4,559
| -37% | -$188K | ﹤0.01% | 1272 |
|
|
2018
Q4 | $473K | Buy |
+12,352
| New | +$511K | ﹤0.01% | 990 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$11K | – | 2320 |
|
|
2017
Q2 | $11K | Sell |
300
-3,496
| -92% | -$127K | ﹤0.01% | 3563 |
|
|
2017
Q1 | $135K | Sell |
3,796
-704
| -16% | -$24.5K | ﹤0.01% | 1760 |
|
|
2016
Q4 | $150K | Buy |
4,500
+4,200
| +1,400% | +$137K | ﹤0.01% | 1576 |
|
|
2016
Q3 | $10K | Buy |
+300
| New | +$9.73K | ﹤0.01% | 3506 |
|
|
2016
Q2 | – | Sell |
-2,200
| Closed | -$68.7K | – | 4376 |
|
|
2016
Q1 | $69K | Buy |
+2,200
| New | +$64.7K | ﹤0.01% | 1874 |
|
Other funds holding DGRW
HC
Creative Planning's DGRW Position: Q2 2026 in Review
Creative Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q2 2026, buying an estimated $2.18M and bringing the position to 242,422 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #451.
Creative Planning first reported a position in DGRW in Q1 2016 and has held it in 36 quarters since. The position peaked at $24.3M in Q4 2021. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.
- Creative Planning held 242,422 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.2M as of Q2 2026.
- Creative Planning bought 23,074 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.18M.
- WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Creative Planning's portfolio in Q2 2026, its #451 holding.
- Creative Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and has held it in 36 quarters since.
- Creative Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $24.3M in Q4 2021.
- 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.