DFP
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Defined Financial Planning’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Defined Financial Planning’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
2025
Q3 		$9.43M Sell
105,749
-18,721
-15% -$1.62M 7.82% 2
2025
Q2 		$10.5M Buy
124,470
+18,515
+17% +$1.47M 9.34% 2
2025
Q1 		$8.49M Buy
105,955
+18,815
+22% +$1.54M 8.6% 2
2024
Q4 		$7.05M Buy
+87,140
New +$7.29M 7.53% 3

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Defined Financial Planning's DGRW Position: Q3 2025 in Review

Defined Financial Planning reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 15% in Q3 2025, selling an estimated $1.62M and leaving 105,749 shares worth $9.43M. The position accounts for 7.82% of the portfolio, ranked #2.

Defined Financial Planning first reported a position in DGRW in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.5M in Q2 2025. 723 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Defined Financial Planning held 105,749 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.43M as of Q3 2025.
  • Defined Financial Planning sold 18,721 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $1.62M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.82% of Defined Financial Planning's portfolio in Q3 2025, its #2 holding.
  • Defined Financial Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.5M in Q2 2025.
  • 723 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.