DAS
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
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

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Dynamic Advisor Solutions's DGRW Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 8.7% in Q2 2026, buying an estimated $463K and bringing the position to 61,114 shares worth $5.84M. The position accounts for 0.17% of the portfolio, ranked #143.

Dynamic Advisor Solutions first reported a position in DGRW in Q1 2019 and has held it in 19 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Dynamic Advisor Solutions held 61,114 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $5.84M as of Q2 2026.
  • Dynamic Advisor Solutions bought 4,902 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $463K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #143 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 19 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.