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

DHJJ Financial 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 		$2.18M Sell
24,765
-1,008
-4% -$91.7K 0.72% 25
2025
Q4 		$2.3M Buy
25,773
+11
+0% +$981 0.77% 26
2025
Q3 		$2.29M Buy
25,762
+336
+1% +$29.1K 0.78% 27
2025
Q2 		$2.13M Sell
25,426
-286
-1% -$22.7K 0.77% 25
2025
Q1 		$2.05M Buy
25,712
+784
+3% +$64.2K 0.83% 23
2024
Q4 		$2.02M Buy
24,928
+1,100
+5% +$92K 0.79% 25
2024
Q3 		$1.98M Buy
23,828
+3,072
+15% +$246K 0.78% 24
2024
Q2 		$1.62M Buy
20,756
+1,883
+10% +$142K 0.68% 29
2024
Q1 		$1.44M Buy
18,873
+2,286
+14% +$167K 0.64% 34
2023
Q4 		$1.17M Buy
16,587
+1,519
+10% +$100K 0.55% 39
2023
Q3 		$957K Buy
15,068
+253
+2% +$16.8K 0.49% 41
2023
Q2 		$988K Buy
14,815
+500
+3% +$31.8K 0.51% 44
2023
Q1 		$892K Buy
14,315
+81
+0.6% +$4.98K 0.48% 45
2022
Q4 		$859K Buy
14,234
+660
+5% +$39.4K 0.49% 46
2022
Q3 		$732K Buy
13,574
+261
+2% +$15.4K 0.43% 52
2022
Q2 		$768K Buy
13,313
+2,328
+21% +$141K 0.43% 50
2022
Q1 		$702K Buy
10,985
+932
+9% +$58.8K 0.34% 60
2021
Q4 		$662K Sell
10,053
-157
-2% -$9.86K 0.31% 63
2021
Q3 		$601K Buy
10,210
+886
+10% +$54.2K 0.31% 65
2021
Q2 		$556K Buy
9,324
+2,308
+33% +$136K 0.29% 63
2021
Q1 		$401K Buy
7,016
+2,172
+45% +$119K 0.23% 75
2020
Q4 		$261K Buy
+4,844
New +$251K 0.16% 89

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

DHJJ Financial Advisors's DGRW Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.9% in Q1 2026, selling an estimated $91.7K and leaving 24,765 shares worth $2.18M. The position accounts for 0.72% of the portfolio, ranked #25.

DHJJ Financial Advisors first reported a position in DGRW in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.3M in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • DHJJ Financial Advisors held 24,765 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $2.18M as of Q1 2026.
  • DHJJ Financial Advisors sold 1,008 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $91.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.72% of DHJJ Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • DHJJ Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.3M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.