Financial Perspectives’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Financial Perspectives’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	$9.94K	Hold	104	–	–	﹤0.01%	548
2026 Q1	$9.13K	Hold	104	–	–	﹤0.01%	537
2025 Q4	$9.3K	Hold	104	–	–	﹤0.01%	530
2025 Q3	$9.25K	Hold	104	–	–	﹤0.01%	528
2025 Q2	$8.71K	Hold	104	–	–	﹤0.01%	524
2025 Q1	$8.3K	Hold	104	–	–	﹤0.01%	523
2024 Q4	$8.42K	Hold	104	–	–	﹤0.01%	528
2024 Q3	$8.65K	Hold	104	–	–	﹤0.01%	484
2024 Q2	$8.12K	Hold	104	–	–	﹤0.01%	486
2024 Q1	$7.92K	Hold	104	–	–	﹤0.01%	481
2023 Q4	$7.31K	Hold	104	–	–	﹤0.01%	502
2023 Q3	$6.6K	Hold	104	–	–	﹤0.01%	495
2023 Q2	$6.93K	Hold	104	–	–	﹤0.01%	482
2023 Q1	$6.48K	Hold	104	–	–	﹤0.01%	485
2022 Q4	$6.28K	Hold	104	–	–	﹤0.01%	492
2022 Q3	$5.61K	Buy	+104	New	+$6.15K	﹤0.01%	495

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Perspectives's DGRW Position: Q2 2026 in Review

Financial Perspectives held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q2 2026 at 104 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Financial Perspectives first reported a position in DGRW in Q3 2022 and has held it in 16 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Financial Perspectives held 104 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $9.94K as of Q2 2026.
Financial Perspectives left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #548 holding.
Financial Perspectives first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and has held it in 16 quarters since.
788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.