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

FFG Retirement 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 		$6.75M Buy
70,624
+498
+0.7% +$47K 3.57% 6
2026
Q1 		$6.16M Buy
70,126
+1,809
+3% +$164K 3.59% 8
2025
Q4 		$6.11M Buy
68,317
+4
+0% +$357 3.79% 8
2025
Q3 		$6.08M Buy
68,313
+3,298
+5% +$286K 3.77% 9
2025
Q2 		$5.44M Buy
65,015
+2,283
+4% +$181K 3.41% 10
2025
Q1 		$5.01M Sell
62,732
-1,713
-3% -$140K 3.41% 11
2024
Q4 		$5.22M Sell
64,445
-879
-1% -$73.5K 3.41% 7
2024
Q3 		$5.44M Sell
65,324
-1,428
-2% -$114K 3.54% 6
2024
Q2 		$5.21M Sell
66,752
-1,759
-3% -$133K 3.63% 5
2024
Q1 		$5.22M Buy
68,511
+1,089
+2% +$79.4K 3.68% 6
2023
Q4 		$4.74M Sell
67,422
-671
-1% -$44.3K 3.66% 7
2023
Q3 		$4.32M Buy
68,093
+19,161
+39% +$1.27M 3.59% 8
2023
Q2 		$3.26M Buy
48,932
+1,857
+4% +$118K 2.61% 13
2023
Q1 		$2.93M Sell
47,075
-3,242
-6% -$199K 2.51% 13
2022
Q4 		$3.04M Buy
+50,317
New +$3M 2.77% 11

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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

FFG Retirement Advisors's DGRW Position: Q2 2026 in Review

FFG Retirement Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.71% in Q2 2026, buying an estimated $47K and bringing the position to 70,624 shares worth $6.75M. The position accounts for 3.57% of the portfolio, ranked #6.

FFG Retirement Advisors first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • FFG Retirement Advisors held 70,624 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $6.75M as of Q2 2026.
  • FFG Retirement Advisors bought 498 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $47K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.57% of FFG Retirement Advisors's portfolio in Q2 2026, its #6 holding.
  • FFG Retirement 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.
  • 140 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.