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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Elevation Wealth Partners's DGRW Position: Q2 2026 in Review

Elevation Wealth Partners increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.41% in Q2 2026, buying an estimated $189 and bringing the position to 487 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Elevation Wealth Partners first reported a position in DGRW in Q1 2024 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Elevation Wealth Partners held 487 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $46.6K as of Q2 2026.
Elevation Wealth Partners bought 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $189.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #318 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 10 quarters since.
373 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.