Cresta Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Cresta Advisors’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	$23.9M	Buy	250,466 +8,560	+4%	+$809K	8.6%	3
2026 Q1	$21.2M	Buy	241,906 +16,644	+7%	+$1.51M	8.7%	3
2025 Q4	$20.1M	Sell	225,262 -5,962	-3%	-$531K	8.45%	3
2025 Q3	$20.6M	Buy	231,224 +3,368	+1%	+$292K	9.18%	3
2025 Q2	$19.1M	Buy	227,856 +10,822	+5%	+$859K	9.3%	3
2025 Q1	$17.3M	Buy	217,034 +40,609	+23%	+$3.33M	8.98%	3
2024 Q4	$14.7M	Hold	176,425	–	–	7.68%	5
2024 Q3	$14.7M	Buy	176,425 +9,307	+6%	+$745K	7.68%	5
2024 Q2	$13M	Sell	167,118 -941	-0.6%	-$71.1K	7.73%	4
2024 Q1	$12.8M	Buy	168,059 +6,627	+4%	+$483K	8.12%	4
2023 Q4	$11.3M	Buy	161,432 +7,695	+5%	+$508K	7.57%	4
2023 Q3	$9.76M	Buy	153,737 +43,387	+39%	+$2.88M	7.56%	4
2023 Q2	$7.36M	Buy	+110,350	New	+$7.01M	5.72%	4

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cresta Advisors's DGRW Position: Q2 2026 in Review

Cresta Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.5% in Q2 2026, buying an estimated $809K and bringing the position to 250,466 shares worth $23.9M. The position accounts for 8.6% of the portfolio, ranked #3.

Cresta Advisors first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Cresta Advisors held 250,466 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $23.9M as of Q2 2026.
Cresta Advisors bought 8,560 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $809K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 8.6% of Cresta Advisors's portfolio in Q2 2026, its #3 holding.
Cresta Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.