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Financial Gravity Asset Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$19.9K Buy
226
+2
+0.9% +$182 ﹤0.01% 451
2025
Q4 		$20K Hold
224
– – ﹤0.01% 376
2025
Q3 		$19.9K Buy
+224
New +$19.4K ﹤0.01% 431
2024
Q2 		$3.98K Buy
+51
New +$3.85K ﹤0.01% 639

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 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

Financial Gravity Asset Management's DGRW Position: Q1 2026 in Review

Financial Gravity Asset Management increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 0.89% in Q1 2026, buying an estimated $182 and bringing the position to 226 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Financial Gravity Asset Management first reported a position in DGRW in Q2 2024 and has held it in 4 quarters since. The position peaked at $20K in Q4 2025. 773 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

  • Financial Gravity Asset Management held 226 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $19.9K as of Q1 2026.
  • Financial Gravity Asset Management bought 2 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $182.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #451 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $20K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.