FA
DGRW icon

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

Fermata 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
Q2 		$5.58M Buy
58,390
+7,756
+15% +$733K 1.13% 24
2026
Q1 		$4.45M Sell
50,634
-6,271
-11% -$570K 1% 32
2025
Q4 		$5.09M Sell
56,905
-1,364
-2% -$122K 1.22% 25
2025
Q3 		$5.18M Buy
58,269
+12,125
+26% +$1.05M 1.31% 24
2025
Q2 		$3.86M Buy
46,144
+11,370
+33% +$902K 1.03% 29
2025
Q1 		$2.78M Buy
34,774
+11,809
+51% +$967K 0.5% 49
2024
Q4 		$1.86M Buy
22,965
+10,431
+83% +$872K 0.35% 65
2024
Q3 		$1.04M Buy
12,534
+5,721
+84% +$458K 0.21% 80
2024
Q2 		$532K Buy
6,813
+2,986
+78% +$226K 0.12% 105
2024
Q1 		$292K Buy
+3,827
New +$279K 0.07% 165

Other funds holding DGRW

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return