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CreativeOne Wealth’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CreativeOne Wealth’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 		$268K Sell
2,798
-269
-9% -$25.4K 0.01% 1047
2026
Q1 		$269K Buy
3,067
+505
+20% +$45.9K 0.01% 1015
2025
Q4 		$229K Buy
+2,562
New +$228K 0.01% 1067
2024
Q4 		– Sell
-17,309
Closed -$1.44M – 1077
2024
Q3 		$1.44M Buy
17,309
+6,563
+61% +$526K 0.05% 335
2024
Q2 		$839K Buy
10,746
+1,972
+22% +$149K 0.04% 365
2024
Q1 		$668K Buy
+8,774
New +$640K 0.03% 481

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 $2.02B AUM
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

CreativeOne Wealth's DGRW Position: Q2 2026 in Review

CreativeOne Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.8% in Q2 2026, selling an estimated $25.4K and leaving 2,798 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1047.

CreativeOne Wealth first reported a position in DGRW in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2024. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • CreativeOne Wealth held 2,798 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $268K as of Q2 2026.
  • CreativeOne Wealth sold 269 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.4K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1047 holding.
  • CreativeOne Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 6 quarters since.
  • CreativeOne Wealth's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $1.44M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.