Eagle Wealth Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Eagle Wealth Strategies’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	$19M	Sell	198,832 -1,347	-0.7%	-$127K	7.26%	5
2026 Q1	$17.6M	Buy	200,179 +3,667	+2%	+$333K	7.71%	4
2025 Q4	$17.6M	Sell	196,512 -4,190	-2%	-$373K	8.18%	4
2025 Q3	$17.9M	Buy	200,702 +18,077	+10%	+$1.57M	8.88%	4
2025 Q2	$15.3M	Buy	182,625 +5,289	+3%	+$420K	8.55%	3
2025 Q1	$14.2M	Buy	+177,336	New	+$14.5M	8.69%	3

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

Eagle Wealth Strategies's DGRW Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.67% in Q2 2026, selling an estimated $127K and leaving 198,832 shares worth $19M. The position accounts for 7.26% of the portfolio, ranked #5.

Eagle Wealth Strategies first reported a position in DGRW in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Eagle Wealth Strategies held 198,832 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19M as of Q2 2026.
Eagle Wealth Strategies sold 1,347 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $127K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 7.26% of Eagle Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Eagle Wealth Strategies first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.