Detalus Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Detalus Advisors’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	$612K	Sell	6,396 -270	-4%	-$25.5K	0.12%	84
2026 Q1	$586K	Buy	6,666 +794	+14%	+$72.2K	0.13%	83
2025 Q4	$525K	Buy	5,872 +83	+1%	+$7.4K	0.13%	88
2025 Q3	$515K	Sell	5,789 -14	-0.2%	-$1.21K	0.13%	84
2025 Q2	$486K	Buy	5,803 +874	+18%	+$69.3K	0.14%	89
2025 Q1	$394K	Sell	4,929 -244	-5%	-$20K	0.12%	97
2024 Q4	$419K	Buy	5,173 +1,565	+43%	+$131K	0.14%	85
2024 Q3	$300K	Buy	3,608 +439	+14%	+$35.2K	0.1%	117
2024 Q2	$247K	Buy	3,169 +144	+5%	+$10.9K	0.08%	123
2024 Q1	$230K	Buy	+3,025	New	+$221K	0.08%	131

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

Detalus Advisors's DGRW Position: Q2 2026 in Review

Detalus Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.1% in Q2 2026, selling an estimated $25.5K and leaving 6,396 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #84.

Detalus Advisors first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Detalus Advisors held 6,396 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $612K as of Q2 2026.
Detalus Advisors sold 270 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.5K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.12% of Detalus Advisors's portfolio in Q2 2026, its #84 holding.
Detalus Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.