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

Florida Financial 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 Q1	$1.14M	Buy	13,024 +1,304	+11%	+$119K	0.27%	99
2025 Q4	$1.04M	Sell	11,720 -164	-1%	-$14.6K	0.28%	92
2025 Q3	$1.06M	Sell	11,884 -10,242	-46%	-$888K	0.33%	84
2025 Q2	$1.87M	Sell	22,126 -13,924	-39%	-$1.1M	0.62%	30
2025 Q1	$2.82M	Buy	36,050 +12,326	+52%	+$1.01M	1.11%	18
2024 Q4	$1.92M	Buy	23,724 +3,907	+20%	+$327K	0.86%	22
2024 Q3	$1.65M	Buy	19,817 +3,583	+22%	+$287K	0.85%	21
2024 Q2	$1.27M	Buy	+16,234	New	+$1.23M	0.76%	28

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Florida Financial Advisors's DGRW Position: Q1 2026 in Review

Florida Financial Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 11% in Q1 2026, buying an estimated $119K and bringing the position to 13,024 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #99.

Florida Financial Advisors first reported a position in DGRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q1 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Florida Financial Advisors held 13,024 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $1.14M as of Q1 2026.
Florida Financial Advisors bought 1,304 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q1 2026, an estimated $119K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.27% of Florida Financial Advisors's portfolio in Q1 2026, its #99 holding.
Florida Financial Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.82M in Q1 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.