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

DHK 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
2025 Q2	$3.5M	Buy	42,738 +21,413	+100%	+$1.7M	2.01%	8
2025 Q1	$1.7M	Buy	21,325 +81	+0.4%	+$6.64K	0.93%	21
2024 Q4	$1.72M	Buy	21,244 +84	+0.4%	+$7.02K	1.04%	19
2024 Q3	$1.76M	Buy	21,160 +80	+0.4%	+$6.41K	1.08%	18
2024 Q2	$1.65M	Sell	21,080 -4,195	-17%	-$317K	1.15%	16
2024 Q1	$1.93M	Hold	25,275	–	–	1.36%	20
2023 Q4	$1.78M	Hold	25,275	–	–	1.33%	21
2023 Q3	$1.6M	Hold	25,275	–	–	1.43%	18
2023 Q2	$1.68M	Buy	25,275 +21,080	+503%	+$1.34M	1.43%	18
2023 Q1	$262K	Buy	+4,195	New	+$258K	0.32%	39

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DHK Financial Advisors's DGRW Position: Q2 2025 in Review

DHK Financial Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 100% in Q2 2025, buying an estimated $1.7M and bringing the position to 42,738 shares worth $3.5M. The position accounts for 2.01% of the portfolio, ranked #8.

DHK Financial Advisors first reported a position in DGRW in Q1 2023 and has held it in 10 quarters since. 732 funds tracked by Wall St. Rank hold DGRW as of Q2 2025.

DHK Financial Advisors held 42,738 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.5M as of Q2 2025.
DHK Financial Advisors bought 21,413 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2025, an estimated $1.7M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.01% of DHK Financial Advisors's portfolio in Q2 2025, its #8 holding.
DHK Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2023 and has held it in 10 quarters since.
732 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.