Drucker Wealth 3.0’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Drucker Wealth 3.0’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	$293K	Sell	3,064 -273	-8%	-$25.8K	0.05%	235
2026 Q1	$293K	Hold	3,337	–	–	0.05%	208
2025 Q4	$298K	Hold	3,337	–	–	0.05%	205
2025 Q3	$297K	Hold	3,337	–	–	0.05%	206
2025 Q2	$284K	Buy	+3,337	New	+$265K	0.05%	197

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

Drucker Wealth 3.0's DGRW Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.2% in Q2 2026, selling an estimated $25.8K and leaving 3,064 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #235.

Drucker Wealth 3.0 first reported a position in DGRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $298K in Q4 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Drucker Wealth 3.0 held 3,064 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $293K as of Q2 2026.
Drucker Wealth 3.0 sold 273 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.8K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.05% of Drucker Wealth 3.0's portfolio in Q2 2026, its #235 holding.
Drucker Wealth 3.0 first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
Drucker Wealth 3.0's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $298K in Q4 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.