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Foundations Investment Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Foundations Investment 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 		$12.5M Buy
130,300
+8,493
+7% +$802K 0.13% 154
2026
Q1 		$10.7M Buy
121,807
+19,328
+19% +$1.76M 0.13% 154
2025
Q4 		$9.16M Buy
102,479
+12,827
+14% +$1.14M 0.12% 155
2025
Q3 		$7.98M Buy
89,652
+5,745
+7% +$498K 0.12% 154
2025
Q2 		$7.03M Buy
83,907
+1,343
+2% +$107K 0.11% 164
2025
Q1 		$6.59M Buy
82,564
+9,001
+12% +$737K 0.12% 160
2024
Q4 		$5.95M Buy
73,563
+10,480
+17% +$876K 0.11% 162
2024
Q3 		$5.25M Buy
63,083
+27,462
+77% +$2.2M 0.11% 158
2024
Q2 		$2.78M Buy
35,621
+11,701
+49% +$884K 0.07% 208
2024
Q1 		$1.82M Buy
23,920
+20,405
+581% +$1.49M 0.05% 239
2023
Q4 		$253K Sell
3,515
-4,020
-53% -$265K 0.01% 593
2023
Q3 		$478K Sell
7,535
-3,604
-32% -$239K 0.01% 391
2023
Q2 		$743K Buy
+11,139
New +$707K 0.02% 301

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

Foundations Investment Advisors's DGRW Position: Q2 2026 in Review

Foundations Investment Advisors increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7% in Q2 2026, buying an estimated $802K and bringing the position to 130,300 shares worth $12.5M. The position accounts for 0.13% of the portfolio, ranked #154.

Foundations Investment Advisors first reported a position in DGRW in Q2 2023 and has held it in 13 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Foundations Investment Advisors held 130,300 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $12.5M as of Q2 2026.
  • Foundations Investment Advisors bought 8,493 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $802K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.13% of Foundations Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Foundations Investment Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q2 2023 and has held it in 13 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.