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Fiduciary Alliance’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Fiduciary Alliance’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
2025
Q3 		– Sell
-3,172
Closed -$266K – 505
2025
Q2 		$266K Sell
3,172
-712
-18% -$56.5K 0.02% 409
2025
Q1 		$310K Buy
+3,884
New +$318K 0.03% 310

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fiduciary Alliance's DGRW Position: Q3 2025 in Review

Fiduciary Alliance sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 3,172 shares — an estimated $266K sold.

Fiduciary Alliance first reported a position in DGRW in Q1 2025 and held it in 2 quarters. The position peaked at $310K in Q1 2025. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Fiduciary Alliance reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 3,172 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $266K.
  • Fiduciary Alliance first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2025 and held it in 2 quarters.
  • Fiduciary Alliance's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $310K in Q1 2025.
  • 725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.