Destiny Wealth Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Destiny Wealth Partners’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	–	Sell	-1,499	Closed	-$132K	–	380
2026 Q1	$132K	Buy	+1,499	New	+$136K	0.01%	292
2023 Q1	–	Sell	-1,220	Closed	-$73.6K	–	287
2022 Q4	$73.6K	Hold	1,220	–	–	0.02%	250
2022 Q3	$66K	Hold	1,220	–	–	0.01%	253
2022 Q2	$70K	Hold	1,220	–	–	0.02%	253
2022 Q1	$78K	Hold	1,220	–	–	0.02%	270
2021 Q4	$80K	Hold	1,220	–	–	0.02%	250
2021 Q3	$72K	Buy	+1,220	New	+$74.7K	0.01%	244
2021 Q2	–	Sell	-1,220	Closed	-$70K	–	256
2021 Q1	$70K	Hold	1,220	–	–	0.01%	235
2020 Q4	$66K	Buy	+1,220	New	+$63.2K	0.01%	265

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

Destiny Wealth Partners's DGRW Position: Q2 2026 in Review

Destiny Wealth Partners sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026, closing a stake of 1,499 shares — an estimated $132K sold.

Destiny Wealth Partners first reported a position in DGRW in Q4 2020 and held it in 9 quarters. The position peaked at $132K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Destiny Wealth Partners reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,499 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $132K.
Destiny Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $132K in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

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