Focus Partners Wealth
DGRW icon

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

Focus Partners Wealth’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 		$124M Sell
1,291,594
-27,619
-2% -$2.61M 0.13% 163
2026
Q1 		$116M Sell
1,319,213
-39,470
-3% -$3.59M 0.13% 165
2025
Q4 		$122M Buy
1,358,683
+1,316,890
+3,151% +$117M 0.14% 146
2025
Q3 		$3.72M Buy
41,793
+9,475
+29% +$822K 0.01% 840
2025
Q2 		$2.71M Buy
32,318
+388
+1% +$30.8K 0.01% 824
2025
Q1 		$2.55M Buy
31,930
+323
+1% +$26.5K 0.01% 788
2024
Q4 		$2.56M Buy
31,607
+367
+1% +$30.7K 0.01% 785
2024
Q3 		$2.6M Buy
31,240
+2,596
+9% +$208K 0.01% 717
2024
Q2 		$2.24M Buy
28,644
+5,078
+22% +$384K 0.01% 631
2024
Q1 		$1.8M Hold
23,566
– – 0.01% 505
2023
Q4 		$1.66M Buy
+23,566
New +$1.56M 0.02% 378

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 $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth's DGRW Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 2.1% in Q2 2026, selling an estimated $2.61M and leaving 1,291,594 shares worth $124M. The position accounts for 0.13% of the portfolio, ranked #163.

Focus Partners Wealth first reported a position in DGRW in Q4 2023 and has held it in 11 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Focus Partners Wealth held 1,291,594 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $124M as of Q2 2026.
  • Focus Partners Wealth sold 27,619 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.61M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Focus Partners Wealth's portfolio in Q2 2026, its #163 holding.
  • Focus Partners Wealth first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.