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

Elevation Capital Advisory’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	$1.3M	Sell	13,624 -27,809	-67%	-$2.63M	0.5%	45
2026 Q1	$3.64M	Buy	41,433 +26,007	+169%	+$2.36M	1.55%	30
2025 Q4	$1.38M	Sell	15,426 -32,839	-68%	-$2.93M	0.56%	42
2025 Q3	$4.29M	Sell	48,265 -40,255	-45%	-$3.49M	1.71%	23
2025 Q2	$7.41M	Buy	88,520 +71,321	+415%	+$5.66M	2.97%	13
2025 Q1	$1.37M	Buy	17,199 +1,246	+8%	+$102K	0.6%	34
2024 Q4	$1.29M	Buy	15,953 +962	+6%	+$80.4K	0.55%	33
2024 Q3	$1.25M	Buy	+14,991	New	+$1.2M	0.55%	34

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

Elevation Capital Advisory's DGRW Position: Q2 2026 in Review

Elevation Capital Advisory reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 67% in Q2 2026, selling an estimated $2.63M and leaving 13,624 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #45.

Elevation Capital Advisory first reported a position in DGRW in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.41M in Q2 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Elevation Capital Advisory held 13,624 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.3M as of Q2 2026.
Elevation Capital Advisory sold 27,809 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.63M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.5% of Elevation Capital Advisory's portfolio in Q2 2026, its #45 holding.
Elevation Capital Advisory first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.41M in Q2 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.