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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
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 $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
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

Denver Wealth Management's DGRW Position: Q1 2026 in Review

Denver Wealth Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 20% in Q1 2026, buying an estimated $287K and bringing the position to 18,715 shares worth $1.64M. The position accounts for 0.57% of the portfolio, ranked #26.

Denver Wealth Management first reported a position in DGRW in Q1 2023 and has held it in 13 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Denver Wealth Management held 18,715 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.64M as of Q1 2026.
  • Denver Wealth Management bought 3,155 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $287K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.57% of Denver Wealth Management's portfolio in Q1 2026, its #26 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 13 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.