Dynamic Advisor Solutions
DGRW icon

Dynamic Advisor Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Dynamic Advisor 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
Q3 		$6.27M Buy
64,529
+3,415
+6% +$334K 0.18% 130
2026
Q2 		$5.84M Buy
61,114
+4,902
+9% +$463K 0.17% 143
2026
Q1 		$4.94M Buy
56,212
+2,658
+5% +$242K 0.16% 149
2025
Q4 		$4.79M Buy
53,554
+4,777
+10% +$426K 0.15% 150
2025
Q3 		$4.34M Buy
48,777
+3,593
+8% +$312K 0.13% 182
2025
Q2 		$3.78M Sell
45,184
-1,458
-3% -$116K 0.12% 201
2025
Q1 		$3.72M Buy
+46,642
New +$3.82M 0.12% 193
2024
Q4 		– Sell
-50,709
Closed -$4.22M – 696
2024
Q3 		$4.22M Buy
50,709
+2,774
+6% +$222K 0.13% 190
2024
Q2 		$3.74M Buy
47,935
+3,809
+9% +$288K 0.12% 203
2024
Q1 		$3.36M Buy
44,126
+1,500
+4% +$109K 0.11% 219
2023
Q4 		$2.97M Buy
42,626
+20,515
+93% +$1.35M 0.11% 226
2023
Q3 		$1.4M Buy
22,111
+1,829
+9% +$122K 0.07% 291
2023
Q2 		$1.35M Buy
20,282
+1,452
+8% +$92.2K 0.07% 281
2023
Q1 		$1.17M Buy
18,830
+9,619
+104% +$591K 0.07% 289
2022
Q4 		$556K Buy
9,211
+5,192
+129% +$310K 0.04% 414
2022
Q3 		$217K Buy
+4,019
New +$238K 0.02% 614
2020
Q1 		– Sell
-29,950
Closed -$1.45M – 513
2019
Q4 		$1.45M Sell
29,950
-3,245
-10% -$151K 0.2% 132
2019
Q3 		$1.5M Sell
33,195
-4,675
-12% -$207K 0.23% 112
2019
Q2 		$1.65M Buy
37,870
+27,943
+281% +$1.21M 0.27% 97
2019
Q1 		$427K Buy
+9,927
New +$410K 0.08% 249

Other funds holding DGRW

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's DGRW Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.6% in Q3 2026, buying an estimated $334K and bringing the position to 64,529 shares worth $6.27M. The position accounts for 0.18% of the portfolio, ranked #130.

Dynamic Advisor Solutions first reported a position in DGRW in Q1 2019 and has held it in 20 quarters since. 166 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Dynamic Advisor Solutions held 64,529 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.27M as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,415 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $334K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.18% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #130 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2019 and has held it in 20 quarters since.
  • 166 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.