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Farther Finance Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Farther Finance Advisors’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 		$26.6M Sell
273,415
-173
-0.1% -$16.9K 0.19% 95
2026
Q2 		$26.2M Buy
273,588
+194,681
+247% +$18.4M 0.2% 93
2026
Q1 		$6.95M Sell
78,907
-12,851
-14% -$1.17M 0.07% 264
2025
Q4 		$8.21M Buy
91,758
+90,075
+5,352% +$8.03M 0.09% 199
2025
Q3 		$150K Buy
1,683
+1,302
+342% +$113K ﹤0.01% 1788
2025
Q2 		$31.9K Sell
381
-93
-20% -$7.38K ﹤0.01% 2381
2025
Q1 		$38K Hold
474
– – ﹤0.01% 2037
2024
Q4 		$38.4K Buy
474
+362
+323% +$30.3K ﹤0.01% 1790
2024
Q3 		$9.32K Buy
+112
New +$8.97K ﹤0.01% 2392
2024
Q2 		– Sell
-644
Closed -$48.8K – 3848
2024
Q1 		$48.8K Sell
644
-13
-2% -$948 ﹤0.01% 1204
2023
Q4 		$46.2K Sell
657
-3
-0.5% -$198 ﹤0.01% 1061
2023
Q3 		$41.9K Sell
660
-10
-1% -$664 0.01% 824
2023
Q2 		$44.7K Sell
670
-15
-2% -$953 0.01% 715
2023
Q1 		$42.7K Hold
685
– – 0.01% 647
2022
Q4 		$41.3K Buy
+685
New +$40.9K 0.02% 532

Other funds holding DGRW

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's DGRW Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.06% in Q3 2026, selling an estimated $16.9K and leaving 273,415 shares worth $26.6M. The position accounts for 0.19% of the portfolio, ranked #95.

Farther Finance Advisors first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Farther Finance Advisors held 273,415 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $26.6M as of Q3 2026.
  • Farther Finance Advisors sold 173 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $16.9K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.19% of Farther Finance Advisors's portfolio in Q3 2026, its #95 holding.
  • Farther Finance Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.