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

Founders Financial Securities’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 		$4.71M Buy
49,215
+2,208
+5% +$209K 0.24% 82
2026
Q1 		$4.27M Buy
47,007
+824
+2% +$74.9K 0.24% 82
2025
Q4 		$4.13M Buy
46,183
+2,216
+5% +$198K 0.24% 78
2025
Q3 		$3.91M Buy
43,967
+1,021
+2% +$88.6K 0.27% 77
2025
Q2 		$3.6M Sell
42,946
-12,209
-22% -$969K 0.27% 80
2025
Q1 		$4.26M Sell
55,155
-3,106
-5% -$254K 0.36% 62
2024
Q4 		$4.72M Sell
58,261
-1,729
-3% -$145K 0.43% 53
2024
Q3 		$4.99M Sell
59,990
-811
-1% -$65K 0.46% 47
2024
Q2 		$4.75M Buy
60,801
+1,171
+2% +$88.5K 0.45% 50
2024
Q1 		$4.54M Buy
59,630
+1,927
+3% +$141K 0.48% 47
2023
Q4 		$4.06M Sell
57,703
-41,625
-42% -$2.75M 0.45% 48
2023
Q3 		$6.31M Buy
99,328
+59,335
+148% +$3.94M 0.82% 29
2023
Q2 		$2.67M Buy
39,993
+35,877
+872% +$2.28M 0.35% 62
2023
Q1 		$257K Sell
4,116
-51,545
-93% -$3.17M 0.04% 277
2022
Q4 		$3.36M Sell
55,661
-1,192
-2% -$71.1K 0.53% 44
2022
Q3 		$3.06M Sell
56,853
-656
-1% -$38.8K 0.54% 37
2022
Q2 		$3.3M Sell
57,509
-9,006
-14% -$546K 0.64% 31
2022
Q1 		$4.24M Buy
66,515
+21,784
+49% +$1.37M 0.75% 30
2021
Q4 		$2.95M Sell
44,731
-24,310
-35% -$1.53M 0.53% 45
2021
Q3 		$4.06M Buy
69,041
+23,799
+53% +$1.46M 0.82% 23
2021
Q2 		$2.7M Buy
+45,242
New +$2.67M 0.54% 40
2020
Q2 		– Sell
-7,435
Closed -$289K – 176
2020
Q1 		$289K Buy
+7,435
New +$338K 0.11% 98
2019
Q4 		– Sell
-7,145
Closed -$322K – 126
2019
Q3 		$322K Sell
7,145
-170
-2% -$7.52K 0.1% 102
2019
Q2 		$319K Buy
7,315
+2,005
+38% +$86.8K 0.11% 99
2019
Q1 		$229K Sell
5,310
-1,280
-19% -$52.8K 0.07% 102
2018
Q4 		$253K Buy
6,590
+595
+10% +$24.6K 0.09% 93
2018
Q3 		$266K Buy
+5,995
New +$259K 0.07% 94

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 Securities's DGRW Position: Q2 2026 in Review

Founders Financial Securities increased its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 4.7% in Q2 2026, buying an estimated $209K and bringing the position to 49,215 shares worth $4.71M. The position accounts for 0.24% of the portfolio, ranked #82.

Founders Financial Securities first reported a position in DGRW in Q3 2018 and has held it in 27 quarters since. The position peaked at $6.31M in Q3 2023. 790 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Founders Financial Securities held 49,215 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $4.71M as of Q2 2026.
  • Founders Financial Securities bought 2,208 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $209K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.24% of Founders Financial Securities's portfolio in Q2 2026, its #82 holding.
  • Founders Financial Securities first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2018 and has held it in 27 quarters since.
  • Founders Financial Securities's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $6.31M in Q3 2023.
  • 790 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.