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 Q2	$972K	Sell	10,165 -2,859	-22%	-$270K	0.16%	137
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 $1.55T 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

Florida Financial Advisors's DGRW Position: Q2 2026 in Review

Florida Financial Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 22% in Q2 2026, selling an estimated $270K and leaving 10,165 shares worth $972K. The position accounts for 0.16% of the portfolio, ranked #137.

Florida Financial Advisors first reported a position in DGRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.82M in Q1 2025. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

Florida Financial Advisors held 10,165 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $972K as of Q2 2026.
Florida Financial Advisors sold 2,859 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $270K.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.16% of Florida Financial Advisors's portfolio in Q2 2026, its #137 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 9 quarters since.
Florida Financial Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $2.82M in Q1 2025.
790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.