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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$10.7M Sell
112,047
-8,003
-7% -$756K 2.89% 7
2026
Q1 		$10.5M Buy
120,050
+1,757
+1% +$160K 3.13% 6
2025
Q4 		$10.6M Buy
118,293
+880
+0.7% +$78.4K 3.14% 6
2025
Q3 		$10.4M Sell
117,413
-121,426
-51% -$10.5M 3.29% 6
2025
Q2 		$20M Buy
238,839
+21,177
+10% +$1.68M 6.7% 5
2025
Q1 		$17.4M Buy
217,662
+37,456
+21% +$3.07M 6.46% 5
2024
Q4 		$14.6M Sell
180,206
-31
-0% -$2.59K 5.82% 5
2024
Q3 		$15M Buy
180,237
+61,641
+52% +$4.94M 7.69% 4
2024
Q2 		$9.26M Buy
118,596
+319
+0.3% +$24.1K 5.31% 4
2024
Q1 		$9.01M Sell
118,277
-73,445
-38% -$5.36M 5.93% 2
2023
Q4 		$13.5M Buy
191,722
+9,649
+5% +$637K 8.49% 3
2023
Q3 		$11.6M Buy
182,073
+63,391
+53% +$4.21M 8.33% 3
2023
Q2 		$11.7M Sell
118,682
-55,951
-32% -$3.55M 8.64% 3
2023
Q1 		$10.9M Buy
174,633
+15,443
+10% +$949K 8.58% 3
2022
Q4 		$9.61M Buy
+159,190
New +$9.5M 8.23% 4

Other funds holding DGRW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DGRW Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 6.7% in Q2 2026, selling an estimated $756K and leaving 112,047 shares worth $10.7M. The position accounts for 2.89% of the portfolio, ranked #7.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $20M in Q2 2025. 526 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 112,047 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $10.7M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 8,003 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $756K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 2.89% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #7 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $20M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.