EFG
DGRW icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ethos Financial Group's DGRW Position: Q1 2026 in Review

Ethos Financial Group opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026: 85,737 shares worth $7.53M. The stake represents 0.55% of the portfolio and ranks #49 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in DGRW as recently as Q3 2024.

Ethos Financial Group first reported a position in DGRW in Q2 2024 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Ethos Financial Group held 85,737 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $7.53M as of Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Ethos Financial Group position in Q1 2026.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.55% of Ethos Financial Group's portfolio in Q1 2026, its #49 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 3 quarters since.
  • 769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.