FFA
DGRW icon

Founders Financial Alliance’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Founders Financial Alliance’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 		$8.53M Sell
89,162
-7,201
-7% -$680K 1.13% 16
2026
Q1 		$8.46M Buy
96,363
+3,269
+4% +$297K 1.53% 8
2025
Q4 		$8.33M Buy
93,094
+5,414
+6% +$483K 1.57% 9
2025
Q3 		$7.8M Buy
87,680
+35,632
+68% +$3.09M 1.47% 9
2025
Q2 		$4.36M Sell
52,048
-779
-1% -$61.8K 0.99% 20
2025
Q1 		$4.22M Sell
52,827
-691
-1% -$56.6K 1.02% 16
2024
Q4 		$4.33M Buy
53,518
+3,672
+7% +$307K 1.19% 16
2024
Q3 		$4.15M Sell
49,846
-748
-1% -$59.9K 1.15% 16
2024
Q2 		$3.95M Sell
50,594
-9,738
-16% -$736K 1.17% 17
2024
Q1 		$4.6M Buy
60,332
+52,858
+707% +$3.86M 1.38% 13
2023
Q4 		$525K Buy
+7,474
New +$494K 0.2% 104
2022
Q1 		– Sell
-2,577
Closed -$170K – 446
2021
Q4 		$170K Hold
2,577
– – 0.07% 259
2021
Q3 		$152K Hold
2,577
– – 0.07% 246
2021
Q2 		$154K Sell
2,577
-128
-5% -$7.56K 0.07% 259
2021
Q1 		$159K Buy
+2,705
New +$148K 0.08% 238
2020
Q4 		– Sell
-2,389
Closed -$120K – 627
2020
Q3 		$120K Buy
+2,389
New +$116K 0.07% 228

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

Founders Financial Alliance's DGRW Position: Q2 2026 in Review

Founders Financial Alliance reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 7.5% in Q2 2026, selling an estimated $680K and leaving 89,162 shares worth $8.53M. The position accounts for 1.13% of the portfolio, ranked #16.

Founders Financial Alliance first reported a position in DGRW in Q3 2020 and has held it in 16 quarters since. 788 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Founders Financial Alliance held 89,162 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.53M as of Q2 2026.
  • Founders Financial Alliance sold 7,201 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $680K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 1.13% of Founders Financial Alliance's portfolio in Q2 2026, its #16 holding.
  • Founders Financial Alliance first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2020 and has held it in 16 quarters since.
  • 788 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.