Envestnet Portfolio Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Envestnet Portfolio Solutions’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	$746K	Sell	7,800 -518	-6%	-$48.9K	﹤0.01%	825
2026 Q1	$731K	Sell	8,318 -88,243	-91%	-$8.02M	﹤0.01%	749
2025 Q4	$8.64M	Sell	96,561 -3,099	-3%	-$276K	0.03%	270
2025 Q3	$8.87M	Buy	99,660 +4,786	+5%	+$415K	0.03%	247
2025 Q2	$7.94M	Sell	94,874 -5,849	-6%	-$464K	0.03%	265
2025 Q1	$8.04M	Buy	100,723 +114	+0.1%	+$9.34K	0.03%	266
2024 Q4	$8.14M	Buy	100,609 +2,225	+2%	+$186K	0.03%	285
2024 Q3	$8.19M	Sell	98,384 -5,863	-6%	-$470K	0.03%	286
2024 Q2	$8.14M	Buy	104,247 +3,157	+3%	+$239K	0.03%	274
2024 Q1	$7.7M	Buy	101,090 +6,272	+7%	+$458K	0.03%	283
2023 Q4	$6.66M	Sell	94,818 -10,553	-10%	-$697K	0.03%	269
2023 Q3	$6.69M	Buy	+105,371	New	+$7M	0.03%	245

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

Envestnet Portfolio Solutions's DGRW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.2% in Q2 2026, selling an estimated $48.9K and leaving 7,800 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Envestnet Portfolio Solutions first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.87M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Envestnet Portfolio Solutions held 7,800 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $746K as of Q2 2026.
Envestnet Portfolio Solutions sold 518 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $48.9K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #825 holding.
Envestnet Portfolio Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $8.87M in Q3 2025.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.