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Focus Partners Advisor Solutions’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Focus Partners Advisor Solutions’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 		$3.2M Sell
33,503
-22,897
-41% -$2.16M 0.03% 280
2026
Q1 		$4.95M Sell
56,400
-8,615
-13% -$783K 0.05% 170
2025
Q4 		$5.81M Sell
65,015
-53,747
-45% -$4.79M 0.07% 130
2025
Q3 		$10.6M Buy
118,762
+55,794
+89% +$4.84M 0.12% 93
2025
Q2 		$5.27M Buy
62,968
+6,050
+11% +$480K 0.07% 137
2025
Q1 		$4.55M Buy
56,918
+26,423
+87% +$2.16M 0.07% 145
2024
Q4 		$2.47M Sell
30,495
-16,143
-35% -$1.35M 0.04% 199
2024
Q3 		$3.88M Buy
46,638
+9,790
+27% +$784K 0.08% 124
2024
Q2 		$2.88M Buy
36,848
+4,593
+14% +$347K 0.08% 129
2024
Q1 		$2.46M Buy
32,255
+7,480
+30% +$546K 0.07% 139
2023
Q4 		$1.74M Buy
24,775
+2,093
+9% +$138K 0.08% 113
2023
Q3 		$1.44M Buy
22,682
+5,220
+30% +$347K 0.07% 136
2023
Q2 		$1.16M Buy
17,462
+5,271
+43% +$335K 0.06% 122
2023
Q1 		$760K Buy
12,191
+6,244
+105% +$384K 0.05% 155
2022
Q4 		$359K Buy
+5,947
New +$355K 0.03% 233

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Advisor Solutions's DGRW Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 41% in Q2 2026, selling an estimated $2.16M and leaving 33,503 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #280.

Focus Partners Advisor Solutions first reported a position in DGRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q3 2025. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Focus Partners Advisor Solutions held 33,503 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $3.2M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 22,897 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.16M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #280 holding.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $10.6M in Q3 2025.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.