Etesian Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Etesian Wealth Advisors’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	$3.06M	Buy	31,975 +996	+3%	+$94.1K	0.9%	32
2026 Q1	$2.72M	Buy	30,979 +1,776	+6%	+$161K	0.87%	33
2025 Q4	$2.61M	Sell	29,203 -339	-1%	-$30.2K	0.82%	32
2025 Q3	$2.63M	Buy	29,542 +5,576	+23%	+$484K	0.87%	29
2025 Q2	$2.01M	Buy	23,966 +2,482	+12%	+$197K	0.75%	36
2025 Q1	$1.72M	Buy	21,484 +3,236	+18%	+$265K	0.74%	38
2024 Q4	$1.48M	Buy	18,248 +4,631	+34%	+$387K	0.65%	45
2024 Q3	$1.13M	Buy	13,617 +5,991	+79%	+$480K	0.51%	59
2024 Q2	$595K	Buy	+7,626	New	+$576K	0.33%	84

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

Etesian Wealth Advisors's DGRW Position: Q2 2026 in Review

Etesian Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.2% in Q2 2026, buying an estimated $94.1K and bringing the position to 31,975 shares worth $3.06M. The position accounts for 0.9% of the portfolio, ranked #32.

Etesian Wealth Advisors first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Etesian Wealth Advisors held 31,975 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.06M as of Q2 2026.
Etesian Wealth Advisors bought 996 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $94.1K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.9% of Etesian Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Etesian Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.