EWP
DGRW icon

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

Elevation Wealth Partners’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
Q3 		$47.5K Buy
488
+1
+0.2% +$98 0.01% 407
2026
Q2 		$46.6K Buy
487
+2
+0.4% +$189 0.01% 318
2026
Q1 		$42.6K Buy
485
+1
+0.2% +$91 0.02% 265
2025
Q4 		$43.3K Buy
484
+2
+0.4% +$178 0.02% 259
2025
Q3 		$42.9K Buy
482
+2
+0.4% +$173 0.02% 261
2025
Q2 		$40.2K Buy
480
+2
+0.4% +$159 0.02% 258
2025
Q1 		$38.2K Buy
478
+1
+0.2% +$82 0.02% 259
2024
Q4 		$38.6K Buy
477
+2
+0.4% +$167 0.02% 253
2024
Q3 		$39.5K Buy
475
+2
+0.4% +$160 0.02% 244
2024
Q2 		$36.9K Buy
473
+2
+0.4% +$151 0.02% 240
2024
Q1 		$35.9K Buy
+471
New +$34.4K 0.02% 249

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Elevation Wealth Partners's DGRW Position: Q3 2026 in Review

Elevation Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.21% in Q3 2026, buying an estimated $98 and bringing the position to 488 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #407.

Elevation Wealth Partners first reported a position in DGRW in Q1 2024 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Elevation Wealth Partners held 488 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $47.5K as of Q3 2026.
  • Elevation Wealth Partners bought 1 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share in Q3 2026, an estimated $98.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #407 holding.
  • Elevation Wealth Partners first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.