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

Flagstar 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
2025
Q3 		– Sell
-4,957
Closed -$415K – 184
2025
Q2 		$415K Sell
4,957
-806
-14% -$63.9K 0.11% 140
2025
Q1 		$460K Buy
5,763
+46
+0.8% +$3.77K 0.12% 140
2024
Q4 		$463K Buy
5,717
+63
+1% +$5.27K 0.12% 138
2024
Q3 		$470K Buy
5,654
+334
+6% +$26.8K 0.12% 138
2024
Q2 		$415K Buy
5,320
+224
+4% +$16.9K 0.11% 139
2024
Q1 		$388K Buy
5,096
+125
+3% +$9.12K 0.11% 142
2023
Q4 		$349K Sell
4,971
-2
-0% -$132 0.11% 138
2023
Q3 		$316K Sell
4,973
-16
-0.3% -$1.06K 0.12% 131
2023
Q2 		$333K Sell
4,989
-143
-3% -$9.08K 0.13% 125
2023
Q1 		$320K Buy
5,132
+552
+12% +$33.9K 0.12% 131
2022
Q4 		$276K Buy
4,580
+4,139
+939% +$247K 0.1% 140
2022
Q3 		$23.8K Buy
+441
New +$26.1K 0.01% 227

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Flagstar Advisors's DGRW Position: Q3 2025 in Review

Flagstar Advisors sold out of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) in Q3 2025, closing a stake of 4,957 shares — an estimated $415K sold.

Flagstar Advisors first reported a position in DGRW in Q3 2022 and held it in 12 quarters. The position peaked at $470K in Q3 2024. 725 funds tracked by Wall St. Rank hold DGRW as of Q3 2025.

  • Flagstar Advisors reported no remaining WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Flagstar Advisors sold 4,957 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2025, an estimated $415K.
  • Flagstar Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2022 and held it in 12 quarters.
  • Flagstar Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $470K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2025.

Based on Flagstar Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.