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Discipline Wealth Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Discipline Wealth Solutions’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 		$217K Buy
+2,469
New +$225K 0.02% 186

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

Discipline Wealth Solutions's DGRW Position: Q1 2026 in Review

Discipline Wealth Solutions opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 2,469 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Discipline Wealth Solutions held 2,469 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $217K as of Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Discipline Wealth Solutions position in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Discipline Wealth Solutions's portfolio in Q1 2026, its #186 holding.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.