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Facet Wealth Inc’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Facet Wealth Inc’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 		– Sell
-2,429
Closed -$222K – 354
2025
Q4 		$222K Buy
+2,429
New +$217K ﹤0.01% 278

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Morgan Stanley
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HC
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Ameriprise
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Raymond James Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
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Facet Wealth Inc's DGRW Position: Q1 2026 in Review

Facet Wealth Inc sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q1 2026, closing a stake of 2,429 shares — an estimated $222K sold.

Facet Wealth Inc first reported a position in DGRW in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 772 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Facet Wealth Inc reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Facet Wealth Inc sold 2,429 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $222K.
  • Facet Wealth Inc first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2025 and held it in 1 quarter.
  • Facet Wealth Inc's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $222K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.