EdgeRock Capital’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

EdgeRock Capital’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
2025 Q3	–	Sell	-2,926	Closed	-$245K	–	123
2025 Q2	$245K	Hold	2,926	–	–	0.08%	98
2025 Q1	$234K	Hold	2,926	–	–	0.17%	64
2024 Q4	$237K	Hold	2,926	–	–	0.16%	64
2024 Q3	$243K	Hold	2,926	–	–	0.17%	62
2024 Q2	$228K	Sell	2,926 -1	-0%	-$76	0.18%	50
2024 Q1	$223K	Buy	2,927 +1	+0%	+$73	0.18%	54
2023 Q4	$211K	Buy	+2,926	New	+$193K	0.15%	56

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EdgeRock Capital's DGRW Position: Q3 2025 in Review

EdgeRock Capital sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 2,926 shares — an estimated $245K sold.

EdgeRock Capital first reported a position in DGRW in Q4 2023 and held it in 7 quarters. The position peaked at $245K in Q2 2025. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

EdgeRock Capital reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
EdgeRock Capital sold 2,926 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $245K.
EdgeRock Capital first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and held it in 7 quarters.
EdgeRock Capital's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $245K in Q2 2025.
724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on EdgeRock Capital's 13F filing for Q3 2025, filed 28 Oct 2025.