DBFM
DGRW icon

Dickmeyer Boyce Financial Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$5.47M Buy
56,253
+354
+0.6% +$34.7K 2.8% 9
2026
Q2 		$5.35M Buy
55,899
+3,086
+6% +$292K 2.77% 10
2026
Q1 		$4.64M Buy
+52,813
New +$4.8M 2.73% 10

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Dickmeyer Boyce Financial Management's DGRW Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.63% in Q3 2026, buying an estimated $34.7K and bringing the position to 56,253 shares worth $5.47M. The position accounts for 2.8% of the portfolio, ranked #9.

Dickmeyer Boyce Financial Management first reported a position in DGRW in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 56,253 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.47M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 354 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $34.7K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.8% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #9 holding.
  • Dickmeyer Boyce Financial Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.