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DGRW icon

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

Fiduciary Planning’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 		$64.1M Buy
659,242
+36,746
+6% +$3.6M 16.49% 1
2026
Q2 		$59.5M Buy
622,496
+109,466
+21% +$10.3M 15.57% 1
2026
Q1 		$45.1M Sell
513,030
-46,475
-8% -$4.23M 13.61% 1
2025
Q4 		$50M Buy
559,505
+8,199
+1% +$731K 15.19% 1
2025
Q3 		$49M Buy
551,306
+30,044
+6% +$2.61M 14.99% 1
2025
Q2 		$43.7M Sell
521,262
-32,589
-6% -$2.59M 14.44% 1
2025
Q1 		$44.2M Buy
553,851
+26,184
+5% +$2.15M 14.57% 1
2024
Q4 		$42.7M Buy
527,667
+25,573
+5% +$2.14M 13.87% 1
2024
Q3 		$41.8M Buy
502,094
+18,477
+4% +$1.48M 14.18% 1
2024
Q2 		$37.7M Buy
483,617
+21,708
+5% +$1.64M 13.51% 1
2024
Q1 		$35.2M Buy
461,909
+14,802
+3% +$1.08M 13.31% 1
2023
Q4 		$31.4M Buy
447,107
+301,805
+208% +$19.9M 13.37% 1
2023
Q3 		$9.23M Buy
+145,302
New +$9.66M 4.35% 7

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Fiduciary Planning's DGRW Position: Q3 2026 in Review

Fiduciary Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 5.9% in Q3 2026, buying an estimated $3.6M and bringing the position to 659,242 shares worth $64.1M. The position accounts for 16.49% of the portfolio, ranked #1.

Fiduciary Planning first reported a position in DGRW in Q3 2023 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold DGRW as of Q3 2026.

  • Fiduciary Planning held 659,242 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $64.1M as of Q3 2026.
  • Fiduciary Planning bought 36,746 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2026, an estimated $3.6M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 16.49% of Fiduciary Planning's portfolio in Q3 2026, its #1 holding.
  • Fiduciary Planning first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2023 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.