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Financial Advocates Investment Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Advocates Investment Management’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
-10,597
Closed -$887K – 196
2025
Q2 		$887K Sell
10,597
-3,173
-23% -$252K 0.07% 253
2025
Q1 		$1.1M Sell
13,770
-512
-4% -$41.9K 0.08% 260
2024
Q4 		$1.16M Buy
14,282
+869
+6% +$72.7K 0.07% 272
2024
Q3 		$1.09M Buy
13,413
+961
+8% +$77K 0.06% 289
2024
Q2 		$972K Buy
12,452
+147
+1% +$11.1K 0.06% 299
2024
Q1 		$937K Buy
12,305
+10
+0.1% +$730 0.05% 321
2023
Q4 		$864K Buy
12,295
+2,333
+23% +$154K 0.06% 315
2023
Q3 		$632K Buy
9,962
+337
+4% +$22.4K 0.05% 360
2023
Q2 		$642K Buy
9,625
+44
+0.5% +$2.79K 0.05% 349
2023
Q1 		$597K Sell
9,581
-981
-9% -$60.3K 0.04% 390
2022
Q4 		$638K Sell
10,562
-2,064
-16% -$123K 0.05% 396
2022
Q3 		$681K Sell
12,626
-8,771
-41% -$519K 0.06% 335
2022
Q2 		$1.23M Buy
21,397
+8,324
+64% +$505K 0.1% 232
2022
Q1 		$832K Buy
13,073
+6,317
+94% +$399K 0.05% 336
2021
Q4 		$445K Buy
+6,756
New +$424K 0.03% 511
2019
Q1 		– Sell
-58,233
Closed -$2.23M – 459
2018
Q4 		$2.23M Sell
58,233
-3,107
-5% -$128K 0.3% 96
2018
Q3 		$2.72M Sell
61,340
-610
-1% -$26.4K 0.3% 86
2018
Q2 		$2.54M Sell
61,950
-4,029
-6% -$165K 0.31% 84
2018
Q1 		$2.66M Buy
65,979
+1,187
+2% +$49.9K 0.35% 73
2017
Q4 		$2.69M Buy
+64,792
New +$2.59M 0.37% 65

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 22.96% 1-Year Est. Return

Financial Advocates Investment Management's DGRW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 10,597 shares — an estimated $887K sold.

Financial Advocates Investment Management first reported a position in DGRW in Q4 2017 and held it in 20 quarters. The position peaked at $2.72M in Q3 2018. 724 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,597 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $887K.
  • Financial Advocates Investment Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.72M in Q3 2018.
  • 724 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.