Diversify Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Diversify Advisory Services’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 Q2	$351K	Buy	+3,670	New	+$347K	0.01%	999
2026 Q1	–	Sell	-3,110	Closed	-$283K	–	379
2025 Q4	$283K	Buy	+3,110	New	+$277K	0.01%	775
2024 Q2	–	Sell	-11,161	Closed	-$847K	–	662
2024 Q1	$847K	Buy	+11,161	New	+$814K	0.05%	295

Other funds holding DGRW

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

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

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

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diversify Advisory Services's DGRW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 3,670 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DGRW as recently as Q4 2025.

Diversify Advisory Services first reported a position in DGRW in Q1 2024 and has held it in 3 quarters since. The position peaked at $847K in Q1 2024. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Diversify Advisory Services held 3,670 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $351K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Diversify Advisory Services position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #999 holding.
Diversify Advisory Services first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 3 quarters since.
Diversify Advisory Services's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $847K in Q1 2024.
796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.