Ethos Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Ethos Financial Group’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	$7.74M	Sell	81,316 -4,421	-5%	-$418K	0.52%	51
2026 Q1	$7.53M	Buy	+85,737	New	+$7.8M	0.55%	49
2024 Q4	–	Sell	-8,663	Closed	-$721K	–	401
2024 Q3	$721K	Sell	8,663 -78,613	-90%	-$6.3M	0.12%	99
2024 Q2	$6.81M	Buy	+87,276	New	+$6.6M	1.2%	28

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

Ethos Financial Group's DGRW Position: Q2 2026 in Review

Ethos Financial Group reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.2% in Q2 2026, selling an estimated $418K and leaving 81,316 shares worth $7.74M. The position accounts for 0.52% of the portfolio, ranked #51.

Ethos Financial Group first reported a position in DGRW in Q2 2024 and has held it in 4 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Ethos Financial Group held 81,316 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.74M as of Q2 2026.
Ethos Financial Group sold 4,421 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $418K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.52% of Ethos Financial Group's portfolio in Q2 2026, its #51 holding.
Ethos Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 4 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.