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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fiduciary Planning's DGRW Position: Q2 2026 in Review

Fiduciary Planning increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 21% in Q2 2026, buying an estimated $10.3M and bringing the position to 622,496 shares worth $59.5M. The position accounts for 15.57% of the portfolio, ranked #1.

Fiduciary Planning first reported a position in DGRW in Q3 2023 and has held it in 12 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Fiduciary Planning held 622,496 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $59.5M as of Q2 2026.
  • Fiduciary Planning bought 109,466 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $10.3M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 15.57% of Fiduciary Planning's portfolio in Q2 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 12 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.