Flagship Wealth Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Flagship Wealth Advisors’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	$8.26M	Buy	86,377 +22,031	+34%	+$2.08M	1.85%	16
2026 Q1	$5.39M	Sell	64,346 -16,218	-20%	-$1.47M	2.32%	10
2025 Q4	$7.2M	Buy	80,564 +7,112	+10%	+$634K	2.1%	13
2025 Q3	$6.53M	Buy	73,452 +2,117	+3%	+$184K	2.15%	12
2025 Q2	$5.97M	Buy	71,335 +3,336	+5%	+$265K	2.25%	10
2025 Q1	$5.43M	Buy	67,999 +24,473	+56%	+$2M	2.29%	10
2024 Q4	$3.52M	Buy	+43,526	New	+$3.64M	2.07%	13

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

Flagship Wealth Advisors's DGRW Position: Q2 2026 in Review

Flagship Wealth Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 34% in Q2 2026, buying an estimated $2.08M and bringing the position to 86,377 shares worth $8.26M. The position accounts for 1.85% of the portfolio, ranked #16.

Flagship Wealth Advisors first reported a position in DGRW in Q4 2024 and has held it in 7 quarters since. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Flagship Wealth Advisors held 86,377 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.26M as of Q2 2026.
Flagship Wealth Advisors bought 22,031 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.08M.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.85% of Flagship Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Flagship Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.