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

Denver 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 		$1.79M Sell
18,677
-38
-0.2% -$3.59K 0.51% 28
2026
Q1 		$1.64M Buy
18,715
+3,155
+20% +$287K 0.57% 26
2025
Q4 		$1.39M Sell
15,560
-401
-3% -$35.7K 0.49% 24
2025
Q3 		$1.42M Sell
15,961
-944
-6% -$81.9K 0.52% 27
2025
Q2 		$1.42M Buy
16,905
+57
+0.3% +$4.52K 0.59% 23
2025
Q1 		$1.35M Sell
16,848
-273
-2% -$22.4K 0.61% 24
2024
Q4 		$1.39M Buy
17,121
+2,320
+16% +$194K 0.62% 24
2024
Q3 		$1.23M Sell
14,801
-964
-6% -$77.2K 0.57% 28
2024
Q2 		$1.23M Buy
15,765
+98
+0.6% +$7.41K 0.62% 27
2024
Q1 		$1.19M Buy
15,667
+300
+2% +$21.9K 0.61% 26
2023
Q4 		$1.08M Buy
15,367
+8,259
+116% +$545K 0.61% 28
2023
Q3 		$451K Sell
7,108
-413
-5% -$27.4K 0.29% 44
2023
Q2 		$501K Buy
7,521
+1,999
+36% +$127K 0.35% 39
2023
Q1 		$344K Buy
+5,522
New +$339K 0.24% 60

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

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

Denver Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.2% in Q2 2026, selling an estimated $3.59K and leaving 18,677 shares worth $1.79M. The position accounts for 0.51% of the portfolio, ranked #28.

Denver Wealth Management first reported a position in DGRW in Q1 2023 and has held it in 14 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Denver Wealth Management held 18,677 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.79M as of Q2 2026.
  • Denver Wealth Management sold 38 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.59K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.51% of Denver Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Denver Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.