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 Q3	–	Sell	-81,316	Closed	-$7.74M	–	501
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Ethos Financial Group's DGRW Position: Q3 2026 in Review

Ethos Financial Group sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2026, closing a stake of 81,316 shares — an estimated $7.74M sold.

Ethos Financial Group first reported a position in DGRW in Q2 2024 and held it in 4 quarters. The position peaked at $7.74M in Q2 2026. 663 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

Ethos Financial Group reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
Ethos Financial Group sold 81,316 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $7.74M.
Ethos Financial Group first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and held it in 4 quarters.
Ethos Financial Group's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $7.74M in Q2 2026.
663 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Ethos Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.