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 Q3	$21.5M	Sell	220,729 -29,737	-12%	-$2.91M	9.36%	3
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	$9.8M	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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.12B AUM 19.25% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Cresta Advisors's DGRW Position: Q3 2026 in Review

Cresta Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 12% in Q3 2026, selling an estimated $2.91M and leaving 220,729 shares worth $21.5M. The position accounts for 9.36% of the portfolio, ranked #3.

Cresta Advisors first reported a position in DGRW in Q2 2023 and has held it in 14 quarters since. The position peaked at $23.9M in Q2 2026. 176 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Cresta Advisors held 220,729 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.5M as of Q3 2026.
Cresta Advisors sold 29,737 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $2.91M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 9.36% of Cresta Advisors's portfolio in Q3 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 14 quarters since.
Cresta Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $23.9M in Q2 2026.
176 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.