Fermata Advisors
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
Q3 		$6.97M Buy
71,694
+13,304
+23% +$1.3M 1.35% 15
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

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fermata Advisors's DGRW Position: Q3 2026 in Review

Fermata Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 23% in Q3 2026, buying an estimated $1.3M and bringing the position to 71,694 shares worth $6.97M. The position accounts for 1.35% of the portfolio, ranked #15.

Fermata Advisors first reported a position in DGRW in Q1 2024 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Fermata Advisors held 71,694 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.97M as of Q3 2026.
  • Fermata Advisors bought 13,304 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $1.3M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.35% of Fermata Advisors's portfolio in Q3 2026, its #15 holding.
  • Fermata Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.