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

EPG Wealth Management’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
2025 Q1	–	Sell	-2,827	Closed	-$229K	–	420
2024 Q4	$229K	Buy	2,827 +7	+0.2%	+$585	0.06%	221
2024 Q3	$235K	Buy	+2,820	New	+$226K	0.06%	223
2024 Q2	–	Sell	-2,807	Closed	-$212K	–	243
2024 Q1	$214K	Buy	2,807 +6	+0.2%	+$438	0.05%	247
2023 Q4	$202K	Buy	+2,801	New	+$185K	0.05%	239
2023 Q3	–	Sell	-3,084	Closed	-$206K	–	426
2023 Q2	$206K	Buy	+3,084	New	+$196K	0.06%	229
2022 Q1	–	Sell	-3,183	Closed	-$210K	–	407
2021 Q4	$210K	Buy	3,183 +4	+0.1%	+$251	0.07%	224
2021 Q3	$187K	Buy	+3,179	New	+$195K	0.08%	221
2020 Q2	–	Sell	-1,456	Closed	-$57K	–	278
2020 Q1	$57K	Buy	1,456 +1,186	+439%	+$53.9K	0.04%	258
2019 Q4	$13K	Buy	+270	New	+$12.6K	0.01%	395

Other funds holding DGRW

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EPG Wealth Management's DGRW Position: Q1 2025 in Review

EPG Wealth Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2025, closing a stake of 2,827 shares — an estimated $229K sold.

EPG Wealth Management first reported a position in DGRW in Q4 2019 and held it in 9 quarters. The position peaked at $235K in Q3 2024. 720 funds tracked by Wall St. Rank hold DGRW as of Q1 2025.

EPG Wealth Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 2,827 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2025, an estimated $229K.
EPG Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and held it in 9 quarters.
EPG Wealth Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $235K in Q3 2024.
720 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.