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

Darwin Wealth Management’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	$130K	Buy	1,358 +4	+0.3%	+$378	0.04%	163
2026 Q1	$119K	Buy	1,354 +4	+0.3%	+$364	0.04%	165
2025 Q4	$121K	Buy	1,350 +6	+0.4%	+$535	0.04%	160
2025 Q3	$120K	Buy	1,344 +4	+0.3%	+$347	0.04%	163
2025 Q2	$112K	Buy	1,340 +11	+0.8%	+$873	0.04%	159
2025 Q1	$108K	Hold	1,329	–	–	0.04%	172
2024 Q4	$108K	Buy	1,329 +5	+0.4%	+$418	0.04%	172
2024 Q3	$110K	Buy	+1,324	New	+$106K	0.03%	177

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

Darwin Wealth Management's DGRW Position: Q2 2026 in Review

Darwin Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.3% in Q2 2026, buying an estimated $378 and bringing the position to 1,358 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #163.

Darwin Wealth Management first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Darwin Wealth Management held 1,358 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $130K as of Q2 2026.
Darwin Wealth Management bought 4 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $378.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.04% of Darwin Wealth Management's portfolio in Q2 2026, its #163 holding.
Darwin Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.