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

Element Wealth’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	$1.15M	Buy	12,005 +1,390	+13%	+$131K	0.43%	63
2026 Q1	$932K	Buy	10,615 +791	+8%	+$71.9K	0.38%	66
2025 Q4	$879K	Buy	9,824 +2,519	+34%	+$225K	0.36%	70
2025 Q3	$650K	Buy	7,305 +2,258	+45%	+$196K	0.28%	80
2025 Q2	$423K	Buy	5,047 +1,706	+51%	+$135K	0.19%	101
2025 Q1	$267K	Buy	3,341 +405	+14%	+$33.2K	0.14%	126
2024 Q4	$238K	Sell	2,936 -122	-4%	-$10.2K	0.12%	128
2024 Q3	$254K	Hold	3,058	–	–	0.13%	123
2024 Q2	$239K	Buy	3,058 +454	+17%	+$34.3K	0.13%	123
2024 Q1	$198K	Buy	2,604 +2,301	+759%	+$168K	0.12%	140
2023 Q4	$21.3K	Buy	+303	New	+$20K	0.01%	199

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

Element Wealth's DGRW Position: Q2 2026 in Review

Element Wealth increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 12,005 shares worth $1.15M. The position accounts for 0.43% of the portfolio, ranked #63.

Element Wealth first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Element Wealth held 12,005 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.15M as of Q2 2026.
Element Wealth bought 1,390 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $131K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.43% of Element Wealth's portfolio in Q2 2026, its #63 holding.
Element Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.