Diversify Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Diversify Wealth 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 Q2	$351K	Sell	3,670 -141	-4%	-$13.3K	0.01%	999
2026 Q1	$356K	Buy	+3,811	New	+$347K	0.01%	907

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 $2.02B AUM

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 Wealth Management's DGRW Position: Q2 2026 in Review

Diversify Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.7% in Q2 2026, selling an estimated $13.3K and leaving 3,670 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #999.

Diversify Wealth Management first reported a position in DGRW in Q1 2026 and has held it in 2 quarters since. The position peaked at $356K in Q1 2026. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Diversify Wealth Management held 3,670 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $351K as of Q2 2026.
Diversify Wealth Management sold 141 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.3K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #999 holding.
Diversify Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $356K in Q1 2026.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.