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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Detalus Advisors's DGRW Position: Q1 2026 in Review

Detalus Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 14% in Q1 2026, buying an estimated $72.2K and bringing the position to 6,666 shares worth $586K. The position accounts for 0.13% of the portfolio, ranked #83.

Detalus Advisors first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Detalus Advisors held 6,666 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $586K as of Q1 2026.
Detalus Advisors bought 794 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $72.2K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Detalus Advisors's portfolio in Q1 2026, its #83 holding.
Detalus Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.