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

Evanson Financial’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	$207K	Buy	+2,168	New	+$205K	0.01%	313

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

Evanson Financial's DGRW Position: Q2 2026 in Review

Evanson Financial opened a new position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q2 2026: 2,168 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings.

788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Evanson Financial held 2,168 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $207K as of Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund was a new Evanson Financial position in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #313 holding.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.